Licence Matrix Report

Overview

This report displays employee and contractor licences and expiry dates as defined in their card files.

This is useful for human resource or employee managers to ensure technicians are properly licensed to perform the works required and operate specific plant items.

Learn more in Add licences for employees and Add licences for contractors.

Learn about other Technician reports in Technician Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Licence Matrix report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Technicians > Licence.
  3. Under Display, select if you want to show licences for Only Employees, Only Contractors, or Employees and Contractors.
  4. Under Employee, select specific technicians to display only their licences.
  5. Under Licence, select a specific licence to see which technicians hold that licence.
  6. Under Display Format, select:
    • Default to display all technicians in one table. Each licence has its own column.
    • Group by Employee / Contractor to display individual tables for each technician. The columns are the Licence Name, Licence Reference and Licence Expiry Date.
    • Group by Licence to display individual tables for each licence. The columns are Employee, Licence Reference and Licence Expiry Date.
  7. Click Search.

You can use the following filters in the report:

Employee Select specific employees and / or contractors to view in the report.
Display Select to display Employees and Contractors, Only Employees, or Only Contractors in the report.
Licence Select to display employees with a specific licence.
Display Format Select to Group by Licence, Group by Employee / Contractor, or select Default to display the report as a list.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.