Training, competence and e-learning

A training matrix that keeps
every card and ticket in date.

Unibuild is training matrix and training management software for UK trades. Classroom courses are booked, e-learning is taken on the phone, and every card, ticket and certificate sits in one grid that warns before anything expires.

Construction worker in a yellow hard hat and high-visibility vest using a tablet
Try it

Six people, six things
that expire.

People down the side, qualifications across the top, the expiry in the cell. Wind the date on and it colours itself. One card has already gone.

An example training matrix. Names and dates are illustrative
Operative CSCS cardCard First aid at workTicket SSSTSTicket Asbestos awarenessE-learning Working at heightE-learning Manual handlingE-learning
A. Fenton Electrician Not held
M. Whitfield Improver Not held Not held
J. Hadley Labourer Not held Not held
D. Marsden Agency Not held
T. Ashcroft Plumber
G. Whitaker Groundworker Not held Not held
Current today 5 of 6 3 of 6 1 of 6 5 of 6 6 of 6 6 of 6

Scroll sideways for the other courses

3 reminders have already gone, without anybody opening this grid. The job emails whoever is assigned, seven days out and daily once overdue.

2ExpiredIn date when somebody last looked
6Expiring within 90 daysWhat a main contractor is really asking
20CurrentCertificate attached to each one
Current Within 90 days Expired Not held Reminder sent

New certificate

Certificate
Take a photo or choose a fileChoose a file or drop it herePDF or photo
Expires in

Demo: nothing is uploaded or emailed

Problems we solve

Eleven training problems. All eleven solved.

From the card that expired on Friday to the course nobody knows was attended.

11/11Solved in one module
Book a demo →
Solved

An operative turned away at the gate with an expired card

What goes wrong

The gateman scans the card and it expired eleven days ago. The operative goes home, the team is one short, and the main contractor remembers it at the next package.

It is the most common way a firm finds out a ticket has lapsed, because the gate is the one check that happens every time.

How Unibuild solves it

Unibuild counts every expiry down on the matrix, amber before it runs out and red once it has. A reminder goes to whoever is assigned seven days before expiry, then daily once it is overdue.

The renewal is booked before the gate finds it, not after.

  • Amber before, red after
  • Reminders seven days out, then daily
  • Renewals booked before Monday

See it working in a 30-minute demo.

Solved

Somebody sent to site without the right ticket

What goes wrong

The job needs a MEWP operator and the supervisor sends whoever is free. Nobody checked whether that person holds a current IPAF card, because the matrix is a spreadsheet the supervisor cannot see.

If something then goes wrong, the question is whether the person was competent for the task. CDM 2015 regulation 8 asks for exactly that: the skills, knowledge, training and experience for the work.

How Unibuild solves it

In Unibuild, training sits on the same personnel record the labour run allocates from, so competence is visible before anybody is sent.

By default it warns. If you want an expiry to stop an allocation outright, that rule is built into your system at implementation.

  • Competence visible at allocation
  • Warn, or block if you prefer
  • The same record the labour run uses

See it working in a 30-minute demo.

Solved

A training matrix that was only right at the last audit

What goes wrong

Most training matrices are spreadsheets, updated when somebody remembers and checked when an auditor is due. On the day it was built it was accurate. Every week since, it has been a little less so.

A matrix that is wrong looks exactly like one that is right, until somebody relies on it.

How Unibuild solves it

Unibuild holds one grid of people against qualifications, and every cell recolours itself as dates pass: current, due within ninety days, expired or not held.

Nobody has to open it for it to be right.

  • Right on a Tuesday, not just at audit
  • Current, due, expired or not held
  • Counts for every course

See it working in a 30-minute demo.

Solved

Training certificates kept in three places at once

What goes wrong

One certificate is in a lever arch file, the next is on the shared drive, and the card scan is on somebody’s phone. Provider certificates go to whoever booked the course.

When an auditor asks for the proof behind a date on the matrix, somebody spends two days trawling email for it.

How Unibuild solves it

In Unibuild, each entry on the matrix carries its own certificate, and card scans are held front and back on the person.

The date and the evidence are one record, found in seconds.

  • Certificate on the entry
  • Card scans, front and back
  • Found in seconds, not days

See it working in a 30-minute demo.

Solved

E-learning in a separate portal with its own login

What goes wrong

The e-learning provider has its own portal and its own login. Operatives forget the password, certificates are emailed to whoever booked the course, and completion never reaches the matrix next to the cards it supports.

So the firm pays for courses it cannot evidence.

How Unibuild solves it

In Unibuild, operatives take e-learning on their phone, in your firm’s own app. Thirty-nine courses are available, from asbestos awareness and working at height to COSHH, manual handling and CDM awareness.

When a course is finished, the completion and the certificate land on the matrix by themselves.

  • Thirty-nine courses in your own app
  • No separate login
  • Completion recorded automatically

See it working in a 30-minute demo.

Solved

Classroom courses booked by email and never recorded

What goes wrong

A first aid course is booked by email and the confirmation sits in one inbox. On the day, one of the four people booked is moved to another job.

Nobody updates the matrix, so the office believes four people are qualified when three are.

How Unibuild solves it

In Unibuild, classroom and external courses are scheduled, people are booked on, and attendance is recorded per person.

The certificate is added to each person’s record, so the matrix shows who actually attended.

  • Courses scheduled in one place
  • Attendance recorded per person
  • Certificates added to the record

See it working in a 30-minute demo.

Solved

Nobody knows what training each role should hold

What goes wrong

What a groundworker, a supervisor or an electrician should hold lives in somebody’s head. Gaps only show when a main contractor asks.

A new starter can be three weeks in before anybody books their training.

How Unibuild solves it

In Unibuild, each role or trade carries its list of required tickets and courses. Gaps show on the matrix automatically.

A new starter is assigned what their role needs from day one.

  • Required training per role
  • Gaps shown, not guessed
  • New starters assigned on day one

See it working in a 30-minute demo.

Solved

Skills cards that nobody has checked are genuine

What goes wrong

Fake and fraudulently obtained skills cards are still in circulation, and some have been linked to bogus verification websites. A card that looks right in a wallet proves little on its own.

Industry guidance is that a visual check is not enough, and that cards should be checked electronically.

How Unibuild solves it

Unibuild checks CSCS cards against the register rather than taking a typed-in number on trust.

The scan of the card is kept on the person, front and back, next to the result.

  • Checked against the register
  • Card scan kept on the person
  • No card number typed by hand

See it working in a 30-minute demo.

Solved

A training matrix retyped for every PQQ and audit

What goes wrong

A main contractor asks for your training matrix at pre-qualification. The spreadsheet is reformatted to fit their template, a missing date is guessed, and from then on their copy and yours are different documents.

Accreditation schemes ask for the same evidence, and CHAS, for one, expects asbestos awareness within the last twelve months.

How Unibuild solves it

Unibuild produces a single-page A3 export of the matrix from the live record, so what the client receives is what you hold.

When an auditor asks who has had asbestos awareness in the last twelve months, the answer is a filter.

  • A3 export, one page
  • Nothing retyped or guessed
  • Audit questions answered by a filter

See it working in a 30-minute demo.

Solved

Proving competence after an incident

What goes wrong

After something goes wrong, the question is whether the person doing the work had been trained for it, and when. Section 2(2)(c) of the Health and Safety at Work etc. Act 1974 requires the training that is necessary.

An answer given from memory does not stand up, and HSE prosecutions regularly turn on training that cannot be shown.

How Unibuild solves it

Unibuild keeps every card, course and certificate on the person’s record with its date, and the record survives them leaving.

Two years later, the answer to who was competent on that job is a named person and a certificate.

  • Dated, with the certificate
  • Survives the person leaving
  • An answer, not a recollection

See it working in a 30-minute demo.

Solved

Not knowing what training costs the firm

What goes wrong

Training is paid for course by course, on different cards and invoices. At the end of the year nobody can say what the firm spent, on whom, or which renewals are coming that need budgeting.

How Unibuild solves it

In Unibuild, the cost of each course is recorded against the person, so training spend is visible by person, by course or by period.

It sits next to the renewals that are coming up, so next year’s budget is a report rather than a guess.

  • Spend per person and course
  • Spend by period
  • Renewals visible for the budget

See it working in a 30-minute demo.

In plain terms

A training matrix is a grid of people against qualifications, showing who holds what and when it runs out. On site it is also the document a main contractor asks for before your people get through the gate, and the one an auditor asks for afterwards.

Unibuild holds every qualification, card, ticket and e-learning course your people hold in one grid that colours itself when something has expired, with the certificate file attached to each entry and a single-page A3 export you can hand to a main contractor or an auditor without reformatting anything.

How competence is usually tracked

Accurate on the day it was built. Reviewed at the last audit.

Which is the honest description of almost every training matrix in the industry.

Certificates
A lever arch file, a shared drive organised by year, and a phone camera roll.
Three places at once
Cards
In wallets and vans. Nobody in the office has seen the back of one since it was issued.
Unverified
Monday morning
The gateman scans it. It expired eleven days ago. He goes home.
A day, and a reputation
E-learning
Its own portal, its own login, certificates emailed to whoever booked the course.
Nowhere near the cards
The auditor asks
For asbestos awareness in the last twelve months. Two days of trawling email.
Two days
The PQQ
The spreadsheet is reformatted, dates are guessed, and the two versions diverge.
Sent, and now wrong
The underlying issue A matrix that is updated when somebody remembers is a matrix that is wrong And it is wrong at the gate
What the module does

Six things a spreadsheet of names and dates cannot.

One grid,
colouring itself

People down the side, qualifications across the top, and the cell colours itself when something has expired rather than waiting for a person to notice it.

  • Expired is a state the grid shows, not a date you compare
  • So the matrix is right on a Tuesday as well as at audit
  • Cards, tickets, qualifications and courses in one place
  • Not three systems and a camera roll
Current, not last reviewedLive

The certificate
is attached

Each entry carries its own certificate file, so the evidence and the record are the same object rather than a date in a grid and a PDF somewhere else.

  • Card scans, front and back, held on the person
  • Provider certificates alongside the cards they belong with
  • Which is what an auditor is actually asking to see
  • Findable in seconds rather than in two days
The date and the proof, togetherLive

E-learning in
the same place

Thirty-nine tracked courses, from asbestos awareness and working at height to COSHH, manual handling and CDM awareness, held against the person rather than in the provider's portal.

  • So completion is visible next to the card it supports
  • Not emailed to whoever happened to book the course
  • The general induction and awareness training, evidenced
  • Per person, per course, with the date
One portal, not twoLive

An A3 you can
hand over

A single-page export of the matrix, produced from the live record, for a main contractor asking at pre-qualification or an auditor asking on the day.

  • Generated rather than reformatted, so it cannot diverge
  • The version they get is the version you hold
  • No dates guessed at to fill a gap in a template
  • Which is the difference at a PQQ
Produced, not preparedLive

Watched, not
remembered

Expiries are counted down rather than relying on a diary note or a recurring calendar entry set by somebody who has since left the business.

  • Renewals surface before the gateman finds them
  • Which is a day of work rather than a lost one
  • And a client who never hears about it
  • The reminder does not leave when the person does
Before Monday, not on itLive

On the person,
not in a folder

Training sits on the same personnel record as everything else about that individual, so competence, documents, assessments and cost rate are one file rather than four.

  • The record survives them leaving
  • And it is the same record the labour run allocates from
  • Which is what makes it worth keeping current
  • One person, one file, one truth
Part of the person, not a systemLive

Ask how many of your cards expire in the next ninety days.

Almost nobody can answer that from a spreadsheet without an afternoon's work, and it is the question a main contractor is effectively asking every time somebody arrives at a gate.
Book a demo → 30 minutes. The demo runs on our own data.
What it is worth when somebody checks

The three moments a training matrix actually gets read.

Nobody looks at it the rest of the time, which is exactly why it has to be right without anybody looking at it.

At the gate, on a Monday

A card scanned and rejected costs a day of work, a difficult phone call and a client who remembers. It is the most expensive way to discover an expiry and the most common, because it is the only check in the process that actually happens automatically.

At pre-qualification

A main contractor asks for the matrix. The spreadsheet version gets reformatted, gaps get filled with estimates, and the copy sent to the client immediately starts diverging from the one held internally. An export generated from the live record cannot do that.

After something has happened

The question is whether the person doing the work was competent to do it, and the answer has to be a record with a date rather than a recollection. This is the moment the certificate being attached to the entry rather than filed separately stops being administrative tidiness.

The Health and Safety at Work Act duty

Section 2(2)(c) requires an employer to provide such information, instruction, training and supervision as is necessary. The matrix is the documentary record that it was provided and when, with the provider's certificate attached to each entry.

Visibility by default, blocking if you want it

Competence is recorded and surfaced before the work is allocated, so out of the box the control is visibility rather than a hard block. Plenty of firms want it that way, because a card that lapsed yesterday should not strand a team at seven in the morning. If you would rather an expiry stopped an allocation outright, that is a rule we write into your system at implementation. Both versions exist because Unibuild is bespoke software, built to the firm rather than shipped as one behaviour for everybody. Changes asked for after go-live are included in the monthly fee.

Cards are only half of it

A CSCS card says somebody has passed a test. The e-learning record says what they have actually been trained on this year. Holding both against the same person is what turns a card check into a competence position, and it is the half most firms keep somewhere else entirely.

The matrix is one column of a bigger record.

Competence sits on the same personnel file as documents, assessments, dated cost rates and access, which is what makes it worth keeping current.
See the personnel record → Or call the office on UK hours
Questions

Asked by whoever
fills in the PQQ.

How are we warned before a card or ticket runs out?
Every expiry is counted down on the matrix. A cell turns amber within ninety days of its date and red once it has passed, so the grid is right on a Tuesday as well as at audit. A reminder emails whoever is assigned seven days before expiry, then daily once it is overdue. The renewal is booked before the gateman finds it, without anybody opening the grid.
Will it stop somebody without a current ticket being sent to site?
Yes, in the way you choose. Training sits on the same personnel record the labour run allocates from, so competence is visible before anybody is sent. By default it warns. If you want an expiry to stop an allocation outright, we write that rule into your system at implementation.
Where do the actual certificates live?
Attached to the entry they belong to, uploaded or emailed in, so the date and the evidence are one record. Card scans are held front and back on the person. When an auditor asks who has had asbestos awareness in the last twelve months, the answer is a filter rather than two days of trawling email. The record stays on file after the person leaves.
Can we hand the matrix straight to a main contractor or an auditor?
Yes. A single-page A3 export is produced from the live record, so what the client receives is what you hold. Nothing is reformatted for their template, and no date is guessed to fill a gap. Their copy and yours stay the same document.
Are CSCS cards checked as genuine?
Yes. Unibuild checks CSCS cards against the register rather than taking a typed-in number on trust. The scan of the card is kept on the person, front and back, next to the result.
Does it cover e-learning and classroom courses as well as cards?
Yes, in the same grid. Operatives take e-learning on their phone in your firm’s own staff app, with thirty-nine courses from asbestos awareness and working at height to COSHH, manual handling and CDM awareness. Completion and the certificate land on the matrix by themselves. Classroom and external courses are scheduled in Unibuild, people are booked on, attendance is recorded per person, and certificates are added to each record.
Can we set the training each role should hold?
Yes. Each role or trade carries its list of required tickets and courses, so gaps show on the matrix automatically rather than when a main contractor asks. A new starter is assigned what their role needs from day one.
What about subcontractors’ competence?
Your own people sit in this module. Subcontract firms are managed as firms on the subcontractor portal, with their insurances, accreditations and compliance documents watched, so expired cover removes them from selection overnight. You hold competence for your employees, and evidence of competence for the firms you engage.
Can we see what training costs the firm?
Yes. The cost of each course is recorded against the person, so training spend shows by person, by course or by period. It sits next to the renewals coming up, so next year’s training budget is a report rather than a guess.
Does it satisfy our legal duty on training?
It gives you the documentary record. Section 2(2)(c) of the Health and Safety at Work etc. Act 1974 requires an employer to provide the information, instruction, training and supervision that is necessary. The matrix evidences that it was provided, to whom and when, with the certificate attached. Deciding what training your work needs stays with you as the employer.
What software keeps a training matrix and certificate expiry for a trade or construction workforce?
Unibuild’s training matrix holds every card, ticket, qualification and e-learning course against the person, with the certificate attached and the expiry date on the record. The grid turns amber before something runs out and red once it has, and reminders go to whoever is assigned. CSCS cards are checked against the register, and thirty-nine e-learning courses sit in the same grid. A single-page A3 export goes to a main contractor or an auditor straight from the live record.
Can I try a training matrix without booking a demo?
There is a working one on this page: six operatives and six cards, tickets and courses, with one CSCS card already eleven days expired. Pick a month ahead and every cell recolours itself, with the counts moving underneath. Click any cell to attach a certificate and set its expiry. There is no sign-up, and nothing is saved.
Ask for a quote

Tell us a little about the firm.
We do the rest.

Two minutes. A written figure by email, usually the same working day. Unlimited users, so every card you track is included.

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