📄 In the Compliance Module, Ideagen Workforce Safety users can view and manage Skills that staff:

• ✅ Have been trained in

• ⚠️ Require training in

• ❌ Have no experience in

This guide shows how to customize ‘Groups’ and ‘Headings’ in the Skills Matrix menus.

⚙️ Settings

Skill Headings options are available in Settings, found under the Profile icon at the top of the screen.



 

📂 Skill Headings

• Expand the Compliance section

• Click ‘Skill Headings’
  
  
  
   

You will see Person Type, Groups, and Headings displayed as picklists, with available options for each.



 

➕ Add a Group

• Select the Person Type from the picklist

• Click the ‘+’ icon
  
  
  
   

• Enter the Group name and click ‘Save’
  
  
  
   

➕ Add a Heading

• Select the Person Type and Group

• Click the ‘+’ icon
  
  
   

• Enter the Heading name and click ‘Save’
  
  
  
   

✏️ Edit a Group or Heading

• Select the item from the picklist

• Click the ‘Edit’ icon

• Enter the new name and click ‘Save’
  
  
  
   

🗑️ Delete a Group or Heading

• Select the item and click the ‘Delete’ icon
  
  
  
   

• Important:

  • ❗ Deleting a Group removes all child Headings

  • ❗ This change is permanent and cannot be undone

  • ❗ Changes are applied immediately; there is no Save button and changes cannot be canceled