skillsmatrix

name	Skillsmatrix
description	Operator training and competency tracking for MNMUK machine shop. Supports IATF 16949 competency requirements and workforce planning. USE WHEN user asks 'who can run', 'training matrix', 'competency', 'skills matrix', 'operator certification', 'who is trained on', or workforce planning questions.
effort	medium

SkillsMatrix - Operator Competency Tracking

Purpose: Track who can run what, plan training, ensure coverage, support IATF 16949 compliance.

When to Activate

• "Who can run the NLX2500?"
• "Create training matrix"
• "What machines is Dave trained on?"
• "Do we have backup for Swiss?"
• "Training needs for new hire"
• "Competency gap analysis"

---

IATF 16949 Requirements

Clause 7.2 - Competence

The organization shall determine necessary competence, ensure competence based on education/training/experience, take actions to acquire competence, and retain documented evidence.

Required Documentation

1. Competency definitions - What skills needed per role
2. Training records - Evidence of training completed
3. Competency assessment - Verification of capability
4. Ongoing effectiveness - Periodic revalidation

---

Competency Levels

Level	Code	Description	Can Do
Not Trained	0	No exposure	Nothing
Awareness	1	Observed, understands basics	Assist only
Under Training	2	In training program	Supervised work
Competent	3	Can work independently	Standard work
Proficient	4	Handles complex jobs	All work + troubleshoot
Expert	5	Trains others, process owner	All + train + improve

---

Skills Matrix Template

By Machine

# MNMUK Skills Matrix - Machines

Last Updated: YYYY-MM-DD

| Employee | NMV3000 | DMU50 | NHX500 | VMC 4-Axis | NLX2500 Twin | NLX2500 Single | ALX2000 | HARDINGE | CITIZEN Laser | CITIZEN LFV | Wire EDM | Spark EDM | Haas Mill | Haas Lathe |
|----------|---------|-------|--------|------------|--------------|----------------|---------|----------|---------------|-------------|----------|-----------|-----------|------------|
| [Name 1] | | | | | | | | | | | | | | |
| [Name 2] | | | | | | | | | | | | | | |
| [Name 3] | | | | | | | | | | | | | | |

**Legend:** 0=Not Trained, 1=Awareness, 2=Under Training, 3=Competent, 4=Proficient, 5=Expert

By Skill Category

# MNMUK Skills Matrix - Categories

| Employee | 5-Axis Mill | 4-Axis Mill | CNC Turning | Swiss | EDM | Setup | Programming | Quality/Inspection | First-Off | Forklift | Crane |
|----------|-------------|-------------|-------------|-------|-----|-------|-------------|-------------------|-----------|----------|-------|
| [Name] | | | | | | | | | | | |

---

Machine-Specific Requirements

DMG MORI 5-Axis (NMV3000, DMU50, NHX500)

Required Competencies:

• CELOS interface operation
• 5-axis work coordinate setup
• Pallet system operation (NMV3000/DMU50)
• Tool length measurement
• Probe calibration and use
• Crash recovery procedures
• Program editing (basic)

Training Hours: 40-80 hours supervised Certification: Internal practical assessment

DMG MORI Turning (NLX2500, ALX2000)

Required Competencies:

• Chuck/collet setup
• Bar feeder operation
• Live tooling setup
• Sub-spindle transfer (NLX2500)
• Tool offset adjustment
• In-process gauging
• Chip management

Training Hours: 30-60 hours supervised Certification: Internal practical assessment

HARDINGE Precision Turning

Required Competencies:

• All standard turning competencies
• Precision setup techniques
• Temperature compensation understanding
• Micro-adjustment of offsets
• SPC/gauging for tight tolerances

Training Hours: 60-100 hours supervised (after CNC turning base) Certification: Practical assessment on ±0.003mm parts

CITIZEN Swiss (Laser Head, LFV)

Required Competencies:

• Guide bushing selection and setup
• Gang tooling setup
• Sub-spindle pickup programming
• Oil system management
• LFV parameter adjustment (LFV model)
• Laser operation (Laser model)
• Small part handling

Training Hours: 80-120 hours supervised Certification: Manufacturer training recommended + internal

MITSUBISHI EDM (Wire & Spark)

Wire EDM Competencies:

• Wire threading (auto and manual)
• Start hole location
• Multi-pass programming understanding
• Flushing optimization
• Wire break recovery

Spark EDM Competencies:

• Electrode design principles
• Electrode alignment
• Orbiting parameters
• Surface finish control

Training Hours: 40-80 hours per machine type Certification: Internal assessment

Haas Fast Response

Required Competencies:

• Basic Haas control operation
• Manual tool setting
• Vice setup and alignment
• G-code basics
• When to escalate to production machines

Training Hours: 16-24 hours (entry level machine) Certification: Internal practical

---

Training Record Template

# Training Record

## Employee Information
| Field | Value |
|-------|-------|
| Name | |
| Employee ID | |
| Start Date | |
| Department | |
| Role | |

## Training History

| Date | Training | Machine/Skill | Trainer | Hours | Assessment | Result | Next Review |
|------|----------|---------------|---------|-------|------------|--------|-------------|
| | | | | | | | |

## Current Competencies

| Machine/Skill | Level | Date Achieved | Assessor | Evidence |
|---------------|-------|---------------|----------|----------|
| | | | | |

## Training Plan

| Skill Needed | Target Level | Target Date | Training Method | Progress |
|--------------|--------------|-------------|-----------------|----------|
| | | | | |

## Signatures

| Role | Name | Signature | Date |
|------|------|-----------|------|
| Employee | | | |
| Supervisor | | | |
| Training Coordinator | | | |

---

Coverage Analysis

Minimum Coverage Requirements

Machine Type	Min Operators	Current	Gap	Risk Level
5-Axis Mills	3
4-Axis VMC	2
NLX2500 Turning	3
HARDINGE	2
CITIZEN Swiss	2
Wire EDM	2
Spark EDM	1
Haas (any)	2

Risk Assessment

Risk Level	Coverage	Action
Critical	0-1 operators	Immediate training required
High	2 operators	Cross-train within 3 months
Medium	3 operators	Maintain, develop experts
Low	4+ operators	Focus on specialization

Single Point of Failure Report

# Single Points of Failure

Machines with only ONE competent operator:

| Machine | Only Operator | Risk | Mitigation Plan |
|---------|---------------|------|-----------------|
| | | | |

Action Required: Cross-train second operator within [X] weeks

---

Training Needs Analysis

New Hire Onboarding

Week 1-2: Orientation

• Safety training
• Quality system overview
• Shop floor familiarization
• Basic measurement tools

Week 3-4: Foundation

• Haas Mini Mill basics
• Blueprint reading
• GD&T fundamentals
• First-off inspection

Month 2-3: Primary Machine

• Assigned machine training
• Supervised operation
• Progressive independence

Month 4-6: Competency

• Independent operation
• Formal assessment
• Sign-off to Level 3

Cross-Training Priority

# Cross-Training Priority Matrix

Based on: Coverage gaps, business risk, employee development

| Priority | From Machine | To Machine | Candidate | Reason |
|----------|--------------|------------|-----------|--------|
| 1 | | | | Coverage gap |
| 2 | | | | Backup needed |
| 3 | | | | Development |

---

Competency Assessment Checklist

Practical Assessment Template

# Competency Assessment

**Employee:**
**Machine:**
**Date:**
**Assessor:**

## Setup Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Interpret setup sheet | | | |
| Select correct tooling | | | |
| Install workholding | | | |
| Set work offsets | | | |
| Verify tool offsets | | | |
| Load program correctly | | | |

## Operation Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Start machine safely | | | |
| Run first part at reduced feed | | | |
| Monitor cutting conditions | | | |
| Respond to abnormal conditions | | | |
| Adjust offsets correctly | | | |
| Maintain quality during run | | | |

## Quality Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| Perform first-off inspection | | | |
| Use measurement equipment correctly | | | |
| Record results properly | | | |
| Identify out-of-spec conditions | | | |
| Know when to stop and escalate | | | |

## Safety Assessment
| Task | Pass | Fail | Notes |
|------|------|------|-------|
| PPE compliance | | | |
| Guards in place before start | | | |
| Emergency stop knowledge | | | |
| Chip/coolant handling | | | |
| Housekeeping | | | |

## Result

| | |
|---|---|
| Total Pass: | /20 |
| Assessment Result: | PASS / FAIL |
| Competency Level Awarded: | |
| Retest Required: | Y / N |
| Retest Date: | |

**Assessor Signature:** _________________ **Date:** _________
**Employee Signature:** _________________ **Date:** _________

---

Reports

Monthly Skills Report

# Skills Matrix Report - [Month YYYY]

## Coverage Summary
| Machine Category | Required | Available | Gap | Status |
|------------------|----------|-----------|-----|--------|
| 5-Axis | 3 | | | |
| Turning | 3 | | | |
| Swiss | 2 | | | |
| EDM | 2 | | | |

## Training Completed This Month
| Employee | Training | New Level |
|----------|----------|-----------|
| | | |

## Training In Progress
| Employee | Training | Target Date | % Complete |
|----------|----------|-------------|------------|
| | | | |

## Upcoming Training Needs
| Employee | Training | Start Date | Reason |
|----------|----------|------------|--------|
| | | | |

## Actions Required
1.
2.
3.

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Integration

• CNCSetup: Only generate setup sheets for machines operator is trained on
• PlantCapability: Consider operator availability in machine selection
• TribalKnowledge: Experts (Level 5) are primary knowledge sources
• AutomotiveManufacturing: Supports IATF 16949 Clause 7.2 compliance

---

Workflow Routing

User Request	Route To	Notes
"Who can run the NLX2500?"	Machine coverage query	Check by machine name
"What is Dave trained on?"	Employee competency query	Check by operator name
"Create training matrix"	Skills Matrix Template	Generate blank or populated matrix
"Training needs for new hire"	New Hire Onboarding + Training Needs Analysis	Sequential checklist
"Do we have backup for Swiss?"	Coverage Analysis → Single Point of Failure Report	Check min coverage
"Competency gap analysis"	Coverage Analysis + Cross-Training Priority	Full gap report
"Create training record for [name]"	Training Record Template	Fill employee details
"Run practical assessment"	Competency Assessment Checklist	Generate assessment form
"Monthly skills report"	Monthly Skills Report template	Reporting workflow

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Examples

Example 1 — Coverage check:

"Who can run the NLX2500 if Dave is off sick?"

Uses Coverage Analysis. Checks current Level 3+ operators against the NLX2500 row in the skills matrix. Flags if fewer than 3 competent operators exist (Critical/High risk). Output: list of qualified backup operators plus risk level.

Example 2 — New hire training plan:

"John starts Monday — he's an experienced CNC turner. Give me a training plan."

Uses New Hire Onboarding template. Skips basic turning orientation (experience noted), prioritises machine-specific competencies (NLX2500/ALX2000), targets Level 3 sign-off within Month 4-6. Output: week-by-week plan with assessment milestones.

Example 3 — IATF 16949 audit prep:

"Auditor is coming Friday. Are our competency records compliant?"

References IATF 16949 Clause 7.2 requirements: competency definitions, training records, assessments, and revalidation evidence. Generates a compliance checklist and flags any operators missing formal sign-off documentation.