Who is this article for?

Administrators responsible for skills management.

Administrator permissions are required.

This article explains how to schedule a saved skills matrix to be emailed regularly to users, regardless of visibility settings.

Scheduling an email

To schedule a skills matrix email:

1. Navigate to Skills matrix.
2. Switch to the Saved matrixes tab.
3. Click the matrix name to open it.
   Alternatively, click Details.

4. Switch to the Scheduled email tab.
5. Toggle Schedule email for this matrix to On.

6. Enter a Subject.
   If left blank, the default format will be: Skills title matrix – [Worksite name] – [Matrix name] – [Date].
7. Set the Frequency and Time for the email to be sent.
8. Choose the Recipients (must be worksite users).
9. Add an optional Message if needed.

10. Click Update.
    You will receive a test sample of the scheduled email. Future emails will follow the selected frequency.

Exported reports now include a Signed by field for print and sign-off purposes. This includes:

• Signature
• Name
• Position
• Date

Further reading

• Exporting a skills matrix