Training Matrix Visualization is a useful tool for Training Admins and Managers to understand a given Person, Curriculum, Learner Role, Training Requirement, or Training Requirement Impact Assessment training matrix record’s relationship to the other matrix records in your Vault Training or Study Training Vault.
This illustrated depiction of your organization’s training matrix in a single view allows for easier review of related training matrix elements.
See Training Matrix Visualization for information about the ways in which your organization can use this feature, as well as how to navigate a matrix visualization.
Feature Dependencies
Training Matrix Visualization does not require any other Training features to be enabled prior to its configuration and use.
While not required for enabling the My Team page, we recommend enabling Training Matrix Visualization alongside this feature so that Managers can view more detailed information about a Learner’s progress.
Configuration Overview
To enable Training Matrix Visualization in your Vault:
- Review your Vault’s security configuration to ensure users have the appropriate object, object control, and document permissions.
- Review your Vault’s object page layout configuration for the Person object and all Training Requirement and Training Requirement Impact Assessment object types. For each layout, add a new object page layout section referencing the appropriate Training Matrix object control:
- Person object: Person Training Matrix
- Training Requirement and Training Requirement Impact Assessment objects: Training Requirement Training Matrix
Note: Vault visualizes Learner Role and Curriculum matrix relationships via the listed objects only. An equivalent Training Matrix section is not configurable for Learner Role and Curriculum records.
Related Permissions
To access the Training Matrix Visualization feature within an object record, users must be assigned a permission set with the below object permissions.
- Read object permissions for the below objects and their object types, as applicable:
- Curriculum
- Curriculum-Learner Role
- Learner Role
- Person
- Training Requirement
- Training Requirement Impact Assessment
- Training Requirement-Curriculum
- View object control permissions for the below objects’ Training Matrix object control, for example Person Training Matrix. Object control permissions are found in the permission set configuration under Objects > [Object] > Object Control Permissions:
- Person
- Training Requirement
- Training Requirement Impact Assessment
Additionally, users must be assigned to a document role which grants View Document and View Content permissions for any document referenced as a Training Material in a Training Requirement or Training Requirement Impact Assessment record.
Permissions Troubleshooting
The table below maps related permissions to the permissions-related issues users may encounter when working with a matrix visualization.
| Permissions Symptom | Likely Root Cause |
|---|---|
| A user cannot see a Learner Role or Curriculum in the matrix. | User does not have permission for that object or object record. |
| A user cannot see a Training Requirement in the matrix. | User does not have permission for Training Requirement or Training Requirement-Curriculum objects or object records. |
| A user cannot see a document associated with a Training Requirement. | User does not have permission for the Training Material document associated with the requirement. |
| A user cannot see the configured Training Matrix panel in a Person, Training Requirement, or Training Requirement Impact Assessment object record. | User does not have permission for that matrix object or object record. |
| A user cannot see a check mark indicating a Curriculum’s relationship with a Learner Role in the grid. | User does not have permission for the Curriculum-Learner Role object, or the user does not have permission for that Curriculum-Learner Role record. |