QualMatrix by OEG is workforce qualification and competency management software. It connects a structured library of requirements and competencies to live employee tracking, so you always know who is qualified for every role, unit, and level, see what is about to lapse, and export audit-ready proof on demand. Proven in oil and gas, built for any safety-critical, regulated operation.
Spreadsheets, binders, and disconnected systems cannot tell you, in the moment, who is qualified for what. QualMatrix makes the gaps visible before they become findings, and turns your qualification records into a defensible system of record.
When an inspector asks who is qualified on a unit, you need the answer on paper in seconds, not a scramble through folders. Missing sign-offs and expired training are among the most cited findings in compliance audits.
People retire, move between units, and transfer between sites. Their qualifications should follow them, and their remaining gaps should be obvious, so replacements are cleared consistently and safely.
When every site tracks things its own way, there is no single, comparable picture of who is ready and where the risk sits. What qualifies an operator at one site may be meaningless at another.
Qualification criteria vary by supervisor and site. Without a consistent, documented definition of what each role must know, there is no baseline to measure anyone against until someone asks.
Expired training, missing sign-offs, and incomplete checkouts hide in file folders. Supervisors discover gaps reactively, at promotion time or during an audit, instead of ahead of time.
Minimum qualified staffing must be met on every shift. Without real-time tracking, operations cannot confirm coverage until someone spots a potential shortfall.
One system of record for the full qualification lifecycle: define what qualifies, track who is qualified, sign it off, forecast what is about to lapse, and export the proof. QualMatrix replaces the tangle of spreadsheets, binders, and reminders with a single, defensible source of truth.
Every worker against every requirement, by unit and level, on one screen. Green for current, amber for expiring, red for lapsed. Click any cell to see the evidence, dates, and full history.
Map requirements and competencies to roles and content tiers. Composite requirements and organization-wide general requirements roll up automatically. Start from a built-in library or import your own.
Assign workers to a unit at a level with expected timeframes. See who is ready to move to a new unit or level, and exactly which requirements are still missing.
Automatic 30, 60, and 90 day alerts plus a live forecast, so nothing lapses unnoticed and renewals are scheduled ahead. Workers can download a renewals calendar file.
Self-mark, then expert and supervisor sign-off, then an immutable log of who did what and when. Every qualification is evidenced and audit-ready.
Coverage and staffing risk, site benchmarking, bench strength, and trends across every crew and site, so you renew ahead of time instead of scrambling.
Company admins, site supervisors, read-only assessors, unit-scoped subject-matter experts, and individual operators each see exactly what they should.
Attach certificates to any qualification. Evidence is stored, versioned, and downloadable for inspections, with a full history behind every record.
Your units, your levels, your sites, your standards. Levels display in each site's own vocabulary, and requirements can be tailored or overridden per site.
Each unit carries a structured set of requirements by level, with notes, linked documents, and the standards behind them. The matrix shows every operator against those requirements, color-coded by status, so a supervisor can spot a gap in seconds and drill straight into the evidence.
Illustrative. Units, levels, and requirements are configurable, and level labels display in each site's own vocabulary.
Each operator has a live profile: what they hold, what is expiring, and what is still needed, with certificates and a renewal calendar. Supervisors see the roster; the gaps surface before they become compliance findings.
Status states: qualified, at risk (expiring within 90 days), and not qualified (missing or expired).
QualMatrix forecasts what is about to lapse, shows coverage and staffing risk by unit and site, and benchmarks readiness across your operation, so you act ahead of time instead of scrambling. Analytics are available to admins, supervisors, assessors, and subject-matter experts, each within their own scope.
What is lapsing, bucketed by 30, 60, 90, and 180 day windows, broken down by unit, tier, and site, so renewals are planned, not discovered.
Units by sites, showing enrolled versus fully qualified headcount, with a configurable risk threshold and gap cells that flag where you are short.
Every site scored and ranked on qualified percentage, expiring, and expired, so leaders see which locations lead and which need attention.
Who is within one, two, or three requirements of finishing their level, so you can prioritize the people closest to closing a gap.
Qualifications earned per month and expiring per month, so you can see momentum and staff renewals before the wave hits.
Readiness by tier for a unit's crew: who is qualified, who is in training, who is on hold, and where the gaps are, with People needed and Days to qualify targets per site. Export the whole board to branded PDF or Excel.
QualMatrix gives each person exactly the access they need, scoped to their site or their units, with a clean read-only view for auditors and reviewers. Every organization's data is fully isolated.
Everything across every site: setup, users, jobs and requirements, enrollment, sign-off, analytics, and exports.
Manages the roster and users for their site, enrolls people, sets staffing targets, and signs off qualifications for their location.
A company-wide, read-only view. Ideal for auditors and reviewers who need to look without changing anything.
Sees and signs off only within their assigned units, where their expertise applies.
Sees their own profile: what they hold, what is expiring, and what is still needed, with their own certificates and renewals.
Each company's data is fully isolated. Nothing crosses company boundaries, and access is enforced on the server, not just hidden in the interface.
Every qualification decision in QualMatrix is built on the same clear framework, applied consistently across your units, and configurable to your operation. Levels display in each site's own vocabulary.
Entry level. Basic process knowledge, safety orientation, and supervised field time on unit.
Independently operates the assigned unit. Demonstrated process knowledge and emergency response competency.
Cross-unit qualified. Lead operator capable of training others and managing complex abnormal situations.
Full process mastery. Acts as unit authority, mentors other operators, and supports compliance documentation.
Formal training, courses, and certifications, including initial qualification and periodic refreshers with expiry tracking.
Documented on-the-job time and sign-offs, verified by a supervisor against time-in-position requirements.
Unit-specific knowledge assessments, equipment checkout sign-offs, and demonstrated competency verification.
Safety certifications, procedural compliance items, and administrative sign-offs required by standards and site policy.
All level-applicable requirements are current. No missing, expired, or at-risk items present.
All requirements are present and current, but one or more expire within 90 days. Renewal action required before expiry.
One or more requirements are missing or expired. Not qualified regardless of completion percentage, because all requirements must be current.
QualMatrix ships with a built-in refinery library covering the full breadth of a complex process operation, so you start fast. Import your own units and requirements, or tailor the built-ins to match your site.
The same engine fits any regulated, competency-driven industry. Your units, your levels, your terminology.
QualMatrix maps your requirements to the frameworks that govern your industry, so coverage is reported the way auditors expect. It is not a generic training checklist; it is a compliance-grade documentation framework, configured to your operation.
For process operations, the platform addresses the operator competency requirement embedded in OSHA 1910.119, including the Training element and Employee Participation requirement, and cross-references API standards governing process hazards. Your frameworks and terminology, configured to your operation.
Records initial and refresher training completion per unit and level, and tracks frequency and expiry against defined intervals.
Self-mark, then expert and supervisor sign-off, so every competency is attested by the right person and logged for the record.
A major change to a requirement can force re-certification of everyone who holds it, so a procedure change never leaves stale qualifications behind.
Coverage and MQO tools provide shift-level visibility into whether a unit meets its qualified staffing thresholds.
Every enrollment, sign-off, revocation, and change is logged with who, what, and when, and exported for inspections in a click.
Reconstruct who was qualified for what as of any date, so you can answer historical audit questions with confidence.
Compliance teams need more than a checkbox; they need defensible records, scoped tightly to who should see them. QualMatrix keeps an immutable trail of every change and isolates each organization's data.
Sync people and evidence from the tools your organization already uses, or push data in through the API. Get started in minutes with a spreadsheet, then automate.
Here is what is already delivered and what is coming next, so you can plan accordingly and influence what gets prioritized.
Per-unit tracking, cert expiry monitoring, gap analysis, and a site-wide coverage view of all units by all levels.
Self-mark, then expert and supervisor sign-off, with an immutable audit log and point-in-time compliance snapshots.
Role-based access scoped by site and unit, multi-tenant isolation, and SAML single sign-on with just-in-time provisioning.
Expiry forecasting, coverage and staffing risk, site benchmarking, bench strength, trends, and the Operator Qualification Dashboard.
One-click PDF, Excel, and CSV exports, including branded reports and full-company data export.
CSV import, REST API, HR and LMS sync, Knowledge Library assessments, and per-site requirement configuration.
Control room and field-accessible mobile view for shift teams.
Automatically flag affected operators for requalification when a procedure or process change is logged.
Additional identity-provider options alongside SAML single sign-on.
Deeper connectors for HR, LMS, and learning systems, and richer API coverage.
Site-based pricing with no per-user fees and no seat counting. One annual rate per facility, with volume discounts for multi-site operators. Tell us about your operation and we will put together a quote.
The fastest way to see QualMatrix on your own data. One site, fully onboarded, to prove value before a broader commitment. Preferred pricing in exchange for feedback and a reference.
Expanding from a successful pilot. A standard annual rate per site, with volume pricing as your fleet grows and one roll-up across locations.
For companies operating large networks. Custom contract structure, fleet analytics, single sign-on, and priority access to roadmap features.
No lengthy procurement cycles or implementation projects. Bring in your people and requirements, and QualMatrix becomes your single source of truth for qualification and compliance. A pilot is designed to run on real data within two to three weeks.
We understand your current qualification tracking, unit coverage, sites, and roster size.
We configure qualification standards to reflect your units, levels, and site-specific requirements.
Import your roster and records by CSV, or sync from your HR or LMS. Gap analysis is immediate.
Your team has access, scoped to their role. Audit-ready documentation is available from day one.
QualMatrix is workforce qualification and competency management software by OEG. It connects a structured library of requirements and competencies to live employee tracking, so you always know who is qualified for every role, unit, and level, and can prove it in an audit.
Days, not quarters. Import your people and requirements by CSV or sync from your HR or LMS, and gap analysis is immediate. A pilot typically runs on real data within two to three weeks of a go-ahead.
Yes. Units, requirements, and levels are configurable, and levels display in each site's own vocabulary. Start from a built-in library or import your own and tailor it, with per-site overrides where you need them.
Access is role-based and scoped by site or unit. Company admins see everything, supervisors are scoped to their site, subject-matter experts to their assigned units, assessors get a read-only view, and operators see their own record. Access is enforced on the server, and each company's data is fully isolated.
No. It is proven in refinery and process operations and built for any safety-critical, regulated, competency-driven workforce, including midstream, chemicals, utilities and power, manufacturing, aviation and rail, healthcare, and more.
Yes. QualMatrix keeps an immutable audit trail of every enrollment, sign-off, and change, maps requirements to the standards your auditors use such as OSHA 1910.119, and exports audit-ready qualification status by unit in one click, including point-in-time snapshots.
Yes, through CSV import, a REST API, connectors for major HR and LMS systems, SAML single sign-on with just-in-time provisioning, and links to the OEG Knowledge Library for assessments.
Tell us a bit about your sites and crews. We will show you how QualMatrix keeps your workforce qualified and current, and answer anything specific to your requirements. If your operation runs regulated, safety-critical roles, QualMatrix fits.