Free Compliance Matrix Builder Tool
Build a quick role-by-credential matrix in your browser and export it as a spreadsheet — a free interactive sketch, not the live product Matrix.
What it does
Use this free interactive tool to sketch a simple compliance matrix — roles down one side, required credentials across the top — directly in your browser, then export a CSV. It is a planning aid. For the purchase-intent product that stays tied to live employee records, use ComplyNestly's Compliance Matrix feature on Pro and Business.
Use it now — no signup required
Click a cell to cycle it: N/A → Missing → Met.
| Role | OSHA 10 |
|---|---|
Site Supervisor |
Step by step
Add the roles you want to track (e.g., Electrician, Site Supervisor)
Add the credentials required for each role
Mark each cell as required, met, or not required, then export the matrix as a CSV file
When you outgrow a static snapshot, move the same structure into ComplyNestly's live Compliance Matrix feature
What this tool doesn't do
This builds a static snapshot from what you enter — it doesn't track expiration dates or update automatically as credentials change. ComplyNestly's Compliance Matrix feature does that continuously, tied to real employee records on paid plans. Renewal Autopilot and audit packets are separate paid capabilities.
More ways to explore this
Ready to stop tracking credentials manually?
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