SkillSet WSP / ATR Demo

Workbook scan · training workflow · reporting control · Microsoft 365 pilot.

Static sales demoNo client data is stored here. Production belongs inside Microsoft 365.
SkillSet SA · WSP / ATR reporting control

Turn training spreadsheets into a controlled reporting workflow.

Load a workbook, find planning and evidence gaps, book training, record ATR proof and export management-ready views.

Static demo: workbook inspection happens in this browser. A live pilot would write to SharePoint or Dataverse and report through Power BI.
Live workbook triage Demo control surface

What would management need to trust before submission?

Red Gaps Requested but not planned. Achieved without evidence.
Amber Review Provider, period, cost or ownership needs confirmation.
Green Ready Clean demand, planned activity and ATR proof align.
01 Excel intake 02 SharePoint control 03 Power BI view
01Workbook intakeLoad demand, WSP plan and ATR achievement records.
02Diagnostic controlSeparate stable signals from evidence and planning risk.
03Operational workflowBook training, assign actions and record review decisions.
04Microsoft 365 pilotMove the proven process into SharePoint, Dataverse and Power BI.
Submission readiness
0%Assessing data

Checking the active WSP / ATR dataset.

Data Quality Centre

Prioritised checks against the active reporting dataset.

Checking

Reporting Gaps Summary

Records needing review before WSP / ATR reporting is trusted.

Review Status: Needs Review

WSP / ATR Focus Areas

Operational checkpoints for reviewing workbook demand, WSP planning and ATR reporting readiness.

Training DemandRequested and suggested training requiring planning review.
Planned WSP ActivityTraining interventions already allocated into the WSP plan.
ATR AchievementCompleted training activity available for ATR reporting.
Reporting GapsItems that need review before management reporting.
Load Workbook Manage Training Book / Record ATR Report WSP vs ATR

Budget / Reporting Estimate

Demo planning estimate only. Final financial, SETA or compliance values must be confirmed through the client's approved process.

Training Operations

Requested vs Planned vs Achieved

Data Review Overview

Training by Provider

Workflow Actions

Latest Activity

TypeEmployeeCourseProviderStatus
Local workbook scanner

See the structural risks hiding inside the training file.

Your workbook is inspected on this device. It is not sent to SkillSet SA or stored online.

  • Requested training not yet planned
  • Planned activity not yet achieved
  • Evidence and sign-off gaps
  • Structure ready for Microsoft 365
Workbook scanner

Inspect the workbook locally.

Surface planning, ATR, evidence and reporting-control risks before anything is applied to the demo.

Privacy: processing happens in your browser memory. Close or refresh the page to clear the result. Use a copied or anonymised workbook when client policy requires it.

No workbook staged yet. Choose a workbook to see instant findings, then apply it when you are ready to refresh the demo.

Instant Workbook Findings

What the file says before anyone starts manually rebuilding reports.

What happens next

01Scan the workbook

Map rows into requested, planned and achieved activity.

02Repair the process

Turn workbook findings into actions, ownership and sign-off.

03Move to Microsoft 365

Replace fragile workbook dependency with governed SharePoint / Dataverse workflow.

Workbook structure

Column mapping summary

Review the mapped structure first. Open the detailed checklist only when a field needs investigation.

Detected and mapped columns

View required field checklist

Clean Import Preview

EmployeeCourseRequestedPlannedAchievedReview

Manage Training

Move from demand to WSP planning and ATR evidence without rebuilding the workbook every cycle.

Employee profile context
Select an employee.
Planning / Booking Options
Optional Scheduling Details

Demo scheduling fields only. No calendar invite is sent.

Selected Employee Interventions

Requested, planned, booked and achieved activity for the employee selected on the left.

TypeCourse / InterventionProviderPeriodBookingEvidenceStatusAction

Relevant Courses for Selected Employee

Suggestions are prioritised from the employee profile context and existing intervention history.

ProviderCourseCategoryDurationModeEst. CostEvidenceRelevanceAction

Book / Schedule Training

Capture proposed booking details for demo planning visibility. No calendar invite is sent.

No booking action taken yet.

Training Bookings

Booking StatusEmployee / GroupProviderCourse / InterventionPreferred WindowTraining DateTimeDelivery ModeVenue / LinkReminder StatusEvidence RequiredATR StatusAction

People Profiles

Search a person and see requested, planned and achieved training.

Swipe to choose a profile →

Controlled review

Submission Workspace

Turn data-quality signals into owned actions, evidence references and an auditable readiness decision.

Current gate Assessing

Checking unresolved findings.

Open actions0require owner action
High priority0block submission
Resolved0closed or accepted
Readiness score0%data-quality indicator

Action Register

Every system-generated finding remains visible until it is resolved or formally accepted as an exception.

0 findings
PriorityCategory / FindingSourceRecommended actionOwnerDueStatusEvidence / Reference
Evidence discipline

A finding is not closed because the number changed.

Resolve the underlying record, record who checked it, and reference the supporting evidence or approved exception. Production evidence should live in an approved SharePoint or Dataverse location—not in this public demo.

  • Owner and due date make the next action explicit.
  • Status records the review decision.
  • Evidence reference preserves the audit trail.
Management sign-off

Record the readiness decision

No sign-off recorded.

Reports

Requested / Suggested vs Planned WSP vs Achieved ATR.

Filter the management viewStart broad, then narrow the reporting population only when needed.

Management Matrix

Exports use demo data only and reflect the currently selected filters.

Region / ClusterDivisionDepartmentProviderCourse / InterventionSex / GenderRaceAge BandDisabilityRequested / SuggestedPlanned WSPAchieved ATRRequested Not PlannedPlanned Not AchievedAchieved Not PlannedCompletion %Review ItemsStatusBooking Status

Turn the demo into an evidence-led reporting conversation.

Use the free scanner for an immediate risk view, or book a Reporting Rescue Review when the workbook, workflow and management reporting need deeper investigation.

Static demonstration only. A production implementation would use Microsoft 365 authentication, SharePoint or Dataverse, governed workflows and Power BI.