Training matrix support
Accreditation applications ask for a training matrix listing your employees, reviewed within the last 12 months, covering trade, specialist, health & safety and induction training. We help you put the basic training in place — and keep the records to show it.
Illustrative records
Example of a completed training matrix
Fictional company and employees — not actual training evidence. Dates, reference numbers and bookings below are examples only.
- Company
- Example Construction Ltd
- Last reviewed
- 18 October 2026
- Reviewed by
- Alex Morgan · Site manager
- Next matrix review
- 18 October 2027
| Employee / position | CITB / card reference | Management / supervisor | Trade qualifications | Specialist qualifications | Health & safety / wellbeing | Inductions / talks / briefings | Future training / action | Supporting evidence |
|---|---|---|---|---|---|---|---|---|
| Alex MorganSite manager | DEMO-001 | SMSTS · expires 30 Jun 2030 | CSCS · expires 31 Jul 2029 | Not required for current role | CDM, asbestos, COSHH · completed 10 Sep 2026 | Site induction · 1 Sep 2026; toolbox talk: working at height · 15 Oct 2026 | Manual handling briefing · booked 5 Nov 2026 | Certificates AM-01–04; induction IND-01; talk register TT-15 |
| Jamie TaylorCarpenter | DEMO-002 | Not required for current role | Carpentry NVQ Level 2; CSCS · expires 31 May 2029 | PASMA · expires 30 Apr 2028 | Asbestos, manual handling, COSHH · completed 10 Sep 2026 | Site induction · 1 Sep 2026; toolbox talk: working at height · 15 Oct 2026 | COSHH refresher · planned Sep 2027 (company review) | Certificates JT-01–04; induction IND-01; talk register TT-15 |
| Sam PatelGeneral operative | DEMO-003 | Not required for current role | CSCS · expires 31 Mar 2028 | Not required for current role | Manual handling, COSHH, asbestos · completed 10 Sep 2026; mental health briefing · 2 Oct 2026 | Site induction · 7 Sep 2026; toolbox talk: working at height · 15 Oct 2026 | Confined space awareness · booked 12 Nov 2026; no entry authorised | Certificates SP-01–03; induction IND-02; briefing MH-02; talk register TT-15 |
Qualification expiry dates come from the relevant certificate or card. Awareness refresher dates depend on your risks, company policy and assessor requirements — the example does not set a universal validity period. “Not required” should reflect an actual role assessment. Keep certificates and signed attendance records alongside the matrix and update it when staff, roles or training change.
What assessors ask for
The evidence behind your matrix
A typical accreditation request asks for a matrix listing each employee's name, position, qualifications and card numbers (such as CITB numbers), plus current and future training requirements and run-out dates. The categories below are what usually appears.
Inductions, toolbox talks & briefings
Site inductions, 30-minute toolbox talks and safety briefings — the day-to-day records accreditation assessors expect to see, reviewed within the last 12 months.
- Site inductions
- Toolbox talks
- Safety briefings
Management & supervisor training
Evidence that those running sites hold recognised management and supervisor training.
- SMSTS
- SSSTS
- Construction management NVQs
- IOSH certificates
Trade qualifications
Cards and qualifications showing workers are trained for their trade.
- CSCS
- CCDO
- CISRS
- CPCS
- NPORS
- Gas Safe
- NVQs
- City & Guilds
Specialist qualifications
Role-specific certificates for higher-risk activities.
- Appointed Person
- Banksman & Slinger
- PASMA
- IPAF
Health & safety awareness
Awareness training covering the common risks assessors look for.
- Asbestos awareness
- CDM awareness
- Working at height
- Manual handling
- Confined space
- COSHH
- Dust & silica
- Noise
- Hand-arm vibration
- Environmental & waste
Wellbeing
Increasingly requested by accreditation bodies and principal contractors.
- Mental health awareness
- Stress awareness
- Fatigue awareness
- Drugs & alcohol awareness
JN Compliance & Safety Solutions delivers the awareness training, toolbox talks, briefings and inductions that fill the health & safety and induction columns of your matrix. Trade cards, specialist tickets and management schemes are awarded by their own bodies — we help you identify the gaps and cover the awareness training around them.