Reading statuses and filters

Cell statuses

• Current — the employee holds a valid credential of this type, expiring more than thirty days out.
• Expiring soon — held and valid, but expiring within thirty days.
• Expired — held, but the expiration date has passed.
• Missing — this type is required for the employee, and no matching credential exists.
• Not required — this type does not apply to this employee.

Filters

Narrow the grid by location, credential type, and status before reading it. A filtered matrix is far easier to act on than a full one.

• Filter to one credential type when you are chasing a single certification across the company.
• Filter to one location when you are working a specific site.
• Filter to missing or expired when you want a remediation list rather than a coverage picture.

Reading the summary

The summary counts required assignments across the current view, not credentials. Filtering changes the denominator, so compare like-for-like views when tracking progress over time.