📝 Summary

This article explains how to access and manage a saved skills matrix via the Skills Matrix Detail page. Users can customize visibility, update employee and skill data, configure display settings, schedule email reports, and review change history.

Steps:

1. Access the Skills Matrix Detail page

Go to Skills Matrix → Saved Matrixes → Skills Matrix Detail Page.

2. Matrix details summary

At the top of the page, you’ll see a summary of the selected matrix:

• Title of the matrix
• Default Badge (if set as default)
• Visibility: Owner-only, Public, or Shared
• Created By and Date Created
• Last Modified By and Date Modified
• Scheduled Email Details: Date, time, and frequency

• Click the Delete button to permanently remove the matrix

  ⚠️ Deleted matrices cannot be restored

3. View tab

Preview the matrix as it appears on the summary page:

• Total number of employees, skills, valid/expired skills, skills to review in 90 days, restricted level, quarantined, and archived skills
• Employee table with details such as:
  • Crew, Department, Medical Expiry, DOB, Last On-site, Company, Start Date, Job Title, Alcohol Test, Induction Expiry
• Reorder columns via the Display Tab
• Click Download to export the matrix to Excel

4. Details tab

Set matrix visibility:

• Only You: Visible only to the owner
• Public: Visible to all users with access to the worksite
• Shared: Visible to selected employees

5. Data tab

Manage employees and skills included in the matrix:

Employees

• Choose employees using:
  • Real-time options
  • Custom list
• Optional setting: Exclude employees with none of the selected skills

Skill Columns

• Select from a Saved Skills List
• Click Manage Your Lists to edit saved skill templates
• Filter by skill group or search by skill name
• Optional settings:
  • Show only skills with codes

• Hide skill columns with no matching employees

• Save current selection as a new skill list

Click Update to apply changes. 

6. Display tab

Customise how the matrix appears:

Order Skills

• Drag and drop skill columns to reorder

Columns & Skill Info

• Include/exclude columns such as:
  • Crew, Department, Medical Expiry, DOB, Last On-site, Company, Start Date, Job Title, Drug/Alcohol Test Dates
• Skill display options:
  • Icon, Expiry Date, Skill Level
  • Icon only
• Additional settings:
  • Include skill start dates
  • Show only expired/expiring skills
  • Abbreviate skill level
  • Show time until expiry

Skill Colours & Preview

• Choose a default theme
• Manage themes:
  • View saved themes
  • View default theme
  • See usage count and change history
  • Delete themes
• Create and save custom colour themes
• Apply colour coding to skills

Click Update to save display changes.

7. Scheduled email tab

Automate email delivery of the matrix:

• Set frequency: Daily, Weekly, or Monthly
• Choose a specific time
• Select one or more recipients
• Learn more about scheduling here

💡 Tips

• Use saved skill lists and display themes for consistency across matrices
• Schedule emails to keep stakeholders updated automatically
• Use filters to focus on expiring or missing skills for compliance tracking

Related articles:

• Understanding the workforce skills menu overview in EPP
• Understanding the skills matrix overview in EPP
• Understanding the skills matrix details page in EPP
• Generate the basic skill search report in EPP
• Generate the advanced skill search report in EPP