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  This article relates to the following pro-Forms modules: Digital Profile The matrix shows everyone in a category against the skills that category needs, so you can see at a glance who is covered and where the gaps are.   Viewing the... Read More

  This article relates to the following pro-Forms modules: Digital Profile What is a skills matrix? A skills matrix is a grid showing who in your organisation holds which skills and accreditations, and to what level. People are listed down... Read More

  This article relates to the following pro-Forms modules: Digital Profile Why is a record still showing as pending? It has not yet been verified. Check the Approvals tab. If it needs evidence, attach a file first. See also: Skills Matrix:... Read More

  This article relates to the following pro-Forms modules: Digital Profile Reports and the audit trail give auditors, clients and accreditation schemes the evidence they ask for: who is competent, and a record of every change.   Reports... Read More

  This article relates to the following pro-Forms modules: Digital Profile Finding people with particular skills Use the Find people tab to find who can do a job. 1. Add the skills needed, with the minimum level for each. You can also... Read More

  This article relates to the following pro-Forms modules: Digital Profile   Use this when several people attend the same course, toolbox talk or induction. It creates a record for each person in one go. Click Record training session (in... Read More

  This article relates to the following pro-Forms modules: Digital Profile Each skill or accreditation a person holds is stored as a record. New records start as pending and only count once a manager has verified them.   Recording a skill... Read More

  This article relates to the following pro-Forms modules: Digital Profile A user category is a group of people who need the same skills, such as "Domestic Gas Engineer" or "Office Staff". Setting one up has three parts: create the... Read More

  This article relates to the following pro-Forms modules: Digital Profile Use this to bring in existing records, for example from a spreadsheet you kept before using pro-Forms. 1. Click Import from spreadsheet.2. Click Download template... Read More

  This article relates to the following pro-Forms modules: Digital Profile   The Library is your company's list of skills and accreditations. Every user category picks its skills from here, so set this up first.   Using the Library... Read More