Consultant Training Comfort Survey

Matrix Software · Pick a section below and rate how comfortable you feel (1 = no exposure, 5 = could train others)

0 / 7 sections submitted

Your Details

Your results for each section are emailed to the senior/team you pick here. These details are remembered on this device so you don't have to retype them for each section.

Onboarding & Company Basics

0 / 5 rated
Matrix modules overview & general system navigation
Microsoft 365 / office environment basics
Finding manuals (manuals register & SharePoint)
Finding training videos (SharePoint / video library)
Manuals register — overview & how to use
1 · No exposure 3 · Comfortable with support 5 · Could train others

Day-to-Day Tools & Ways of Working

0 / 7 rated
Jira — logging & updating tickets from the field
Clockify — accurate time entry & project/task tagging
Resource Guru — scheduling & availability
Remote access / VPN tools (Hamachi, TeamViewer, AnyDesk)
SLA types & project vs. support vs. development work
Hardware troubleshooting & consumables (printers, scales, scanners)
Client "Ways of Working" (WOW) documents — reading & applying
1 · No exposure 3 · Comfortable with support 5 · Could train others

Core Matrix Modules

0 / 34 rated
User setup & permissions
Create debtor
Create creditor
Create stock items
Product Master — full creation
Product Groups, Categories & Departments
Product Cost Centres
Create a blocktest
Create a recipe
Standard Cost Update process
Pricelist Master & product pricing
Purchase orders
GRV (Goods Received Voucher)
Creditor / supplier invoice
Supplier Credits & RTS
Production batches
Recipe batches
Debone batches
Costings
Production reports & statistics
Sales orders (MM)
Picking of orders
Debtor invoice
Customer Orders — Dispatch Module (DM)
Normal Invoicing (DM)
Trip Planning & Order Allocation
POD Register & delivery confirmation
Stock In / Out — Bin Allocations
Stock batches (creation & scanning)
Pallet bind
Stock takes (full stock take & cycle count)
Stock Transfer — RTT (no serial number)
Stock Transfer — with Serial Number
Stock Return (RTS) & supplier credit note
1 · No exposure 3 · Comfortable with support 5 · Could train others

Technical / SQL & System Admin

0 / 8 rated
SQL Server install
Database backup
Database restore
Licence DB setup
System files upload & blueprint update
Support handover SOP
Label design & layout
Report design & layout
1 · No exposure 3 · Comfortable with support 5 · Could train others

Financial Integrations

0 / 6 rated
Sage Evolution integration setup
Pastel Partner integration setup
Xero integration
Sage One integration
Integration troubleshooting (common errors)
Accounts receipt / debtor receipting
1 · No exposure 3 · Comfortable with support 5 · Could train others

Specialist & Advanced Modules

0 / 18 rated
Grading Module overview & setup (species, classes, grades)
Grading capture flow (weight, classification, sick codes)
Carcass tags & PH capture
Abattoir Module overview & species/class setup
Slaughter batch — create & process
Carcass tags, PH capture & offal packing
Slaughter batch reports & costings
Scanner setup, login & navigation
GRV via scanner
Stock in / out via scanner
Stock batch & production input via scanner
Item lookup & retail station setup
Combo product setup
PLU scale updates
Till cashup & end-of-day
Vehicle load & mass capture
Dispatching via weighbridge
Weighbridge reports & reconciliation
1 · No exposure 3 · Comfortable with support 5 · Could train others

Client-Facing & Onsite Readiness

0 / 11 rated
Site arrival & hardware/network induction
Client communication & requirements gathering
Delivering end-user training sessions
Diagnosing & resolving unexpected/live support issues
PM / project reporting & debriefs
Security & IT best practices on-site
Live abattoir client work under real floor pace
Live dispatch / cold storage client work
Live retail / POS client work
Live financial-integration troubleshooting on a client site
Overall confidence working solo on a live client site
1 · No exposure 3 · Comfortable with support 5 · Could train others