Request For Change:

Can we please get the following changes made to the Needs Matrix Report (or a new report created?) as per the below:

Matrix Colouring – Change the logic of the report from using the “Role Competency Requirements” to “Competency Rating” or “Competency Level” (not sure exactly which). With that in mind, consider a three colour system:

Light Green (Compliant) – All CCP’s that are currently “Competent”, or “Verified”, but not in the “About to Expire” Category”;

Light Yellow (Compliant, Expiring Soon) – All CCP’s that are currently “Competent”, or “Verified” and are “About to Expire” (for us, this is set to 60 days);

RED (No Record, or Expired) – All CCP’s that are currently “Expired”, “Incomplete”, “Not Yet Competent”, “Not Verified”, “Superseded”, or “Suspended”.

Within the Matrix body, change the Size 10 Webdings “X” (Not yet competent) to Size 7 Tahoma and change the character value from “r” to “X”.

Ensure that the export allows the Matrix to be generated as an excel file, not a web page. It will stop the error message popping up when opening and stop the Matrix from Saving as a web page and save as an excel file;

Have the ability to schedule the matrix.

Screen Shot 1 - Original Example of Needs Matrix.

Screen Shot 2 - Revised Example of Proposed Needs Matrix.