Reports Competency Matrix v2
Summary
This major release introduces Competency Matrix V2, a comprehensive rebuild of the Competency Matrix reporting system. This version resolves 48 issues including critical performance improvements for large datasets, enhanced filtering capabilities, data accuracy fixes, and significant user experience improvements. The redesign addresses long-standing bugs and introduces powerful new features to help organisations better manage worker compliance and training requirements.
Competency Matrix - Performance & Scalability
Massive Performance Improvement for Large Organisations - Organisations with thousands of workers can now load the Competency Matrix report in seconds instead of minutes. Filter Selection Limits to Prevent Timeouts - Smart limits have been added to prevent users from accidentally selecting too many filters at once, which could cause the system to slow down or timeout.
Competency Matrix - Filters & Search Enhancements
Filter by Upcoming Expiry Dates - You can now filter workers by when their documents or training will expire (30 days, 60 days, 90 days, or custom date ranges). This makes it easy to identify workers whose compliance is about to lapse, so you can take proactive action before documents expire.
Expiry Date Column Shows When Filtering - When you apply an expiry filter, the matrix now automatically displays an additional column showing the exact expiry date for each requirement.
Clear All Filters Now Works for Expiry Filters - The "Clear All Filters" button now properly clears the "Expires Within" filter along with all other filters, providing a clean slate to start a new search.
Improved Search Functionality - The search bar now searches across all relevant fields including worker names, categories, sites, and status values.
Competency Matrix - Data Accuracy & Compliance Status
Compliance Status Now Calculates Correctly - Worker compliance status now accurately reflects both document AND training requirements.
Requested Category Status Works Correctly - When a worker requests access to a new category, it now properly shows as "Pending Review" in the matrix instead of incorrectly appearing as an existing category assignment.
Soft-Deleted Training Courses Hidden - Training courses that have been soft-deleted (marked as inactive but not permanently removed) no longer appear in the Competency Matrix report. Only active training courses are displayed, preventing confusion about which courses are actually required.
Rejected Document Status Displays Correctly - Documents that have been rejected during the approval process now properly display with "Rejected" status in the matrix, making it clear which documents need to be re-submitted.
"Awaiting Approval" Status Displays Correctly - Documents that have been uploaded and are waiting for approval now correctly show as "Awaiting Approval" instead of incorrectly showing as "Pending Upload".
Requested Restricted Documents Show Correctly - When a document is flagged as restricted and has been requested from a worker, it now correctly appears as "Requested" instead of showing as "Not Requested".
Additional Document Requests Display Accurately - When additional documents or inductions are requested from workers beyond their category requirements, these requests now appear correctly in the matrix report instead of being hidden or showing incorrect status.
Categories with No Documents Display Correctly - Worker categories that don't have any document requirements linked to them now display properly in the matrix instead of showing blank or causing display errors.
Competency Matrix - Active Users & Filtering
"Active Users Only" Filter Works Correctly - When you enable "Active Users Only" for Staff users, the matrix now only shows staff members with Status = Active.
Search Respects "Active Only" Setting - When searching for Workers with "Active Users Only" enabled, search results now correctly exclude inactive users.
Staff Members Display Once Per Search - When searching for Staff users, each person now appears only once in the results, regardless of how many categories they're assigned to. Previously, staff with multiple category assignments would appear multiple times, making the list confusing and difficult to navigate.
Competency Matrix - Display & User Interface
Site Column Displayed by Default - The Sites column is now visible by default when you open the Competency Matrix, making it easier to see which sites each worker has access to without having to manually enable this column each time.
Site and Status Columns Are Now Sortable - You can now click the column headers to sort workers by Site or Status, making it much easier to organise and analyse your data.
Expiry Date Column Displays Without Errors - Fixed a critical error that occurred when applying a category filter and the system tried to display the expiry date column. The matrix now displays expiry dates correctly for all filtered views.
Table Column Sizing Improved - Table columns now have appropriate minimum and maximum widths that follow system design standards, ensuring consistent display and preventing text from being cut off or columns from being too wide.
CSV Download Button Behaviour Fixed - The "Download CSV" button now properly shows as disabled (and is not clickable) when there are no results to download, providing clear feedback to users.
Navigation Between Modules Fixed - Fixed a navigation bug that occurred when switching from the Competency Matrix to other modules.
Sites Module
Sites Module Access Restored - Fixed an error that prevented users from accessing the Sites module.
Site Documents Table Column Sizing Improved - The Site Documents table now has appropriate minimum and maximum column widths, ensuring all information is clearly visible and the table displays consistently across different screen sizes.
Staff Management
Staff Site Assignments Sync Correctly - When a staff member is unassigned from a Site in the New ComplyFlow interface, their profile in the Old ComplyFlow interface now correctly reflects this change.