Training Matrix — ZIP Export
The Training Matrix now supports a ZIP export that bundles employee training records, competencies, and induction documents into a single downloadable archive. This makes it significantly easier to package and share compliance records for audits, tenders, or site access requirements.
What the ZIP Export Includes
- Employee Training Records: All training entries for selected employees, including course names, completion dates, and expiry dates.
- Competencies: Competency certificates and records associated with each employee.
- Inductions: Site and organisational induction records, including any attached documentation.
The ZIP archive is organised with a folder structure that groups files by employee, making it easy to locate specific records within the export.
Generating a ZIP Export
- Navigate to People > Training Matrix.
- Apply any filters to scope the export to the relevant employees, training types, or date ranges.
- Use the checkboxes to select People.
- Click the Export button.
- Select Export as ZIP from the export options.
- The system will compile the archive. For large selections, this may take a few moments.
- Once ready, the ZIP file will automatically download to your device.
ZIP File Structure
| Folder / File | Contents |
|---|---|
/[Employee Name]/Training/ |
Training record files and certificates |
/[Employee Name]/Competencies/ |
Competency certificates and associated records |
/[Employee Name]/Inductions/ |
Induction records and signed documents |
training_summary.csv |
Summary spreadsheet of all included training records |
Use Cases
- Tender submissions: Package workforce qualifications and training compliance for submission to clients or head contractors.
- Site access: Provide site administrators with a complete set of worker compliance documents.
- Audits: Supply auditors with a structured archive of training and competency records without manual file gathering.
- Offboarding: Archive a departing employee's full training history.
Only records with attached files will include document files in the ZIP. Employees with no attached documents will still appear in the training_summary.csv but their folders will not contain files.