Qualification & Compliance Platform

Know who is qualified for every unit, level, and role.

QualMatrix maps your requirements to roles and levels, tracks each operator against them, and keeps the record audit-ready. Built for refinery and process operations.

Recent activity
Qualification approved D. Sterling · CDU
Requirement met H2S refresher · L2
Enrolled at Level II A. Pham · FCC
Competency verified Confined space entry
SME sign-off DCS console ops
Certificate on file OSHA 10-Hour
Level III progression Crude Distillation Unit
The problem

Qualification gaps are invisible until an audit or an incident.

Spreadsheets and binders cannot tell you, in the moment, who is qualified for what. QualMatrix makes the gaps visible before they become findings.

Audit exposure

When an inspector asks who is qualified on a unit, you need the answer on paper in seconds, not a scramble through folders.

Turnover and transfers

People move between roles, units, and sites. Their qualifications should follow them, and their remaining gaps should be obvious.

Multi-site inconsistency

When every site tracks things its own way, there is no single, comparable picture of who is ready and where the risk sits.

See it in action

The qualification matrix

Every operator against every requirement, by unit and level, with status and history behind each cell.

QualMatrix qualification matrix: operators against requirements, color-coded current, expiring, expired, and not earned
Features

What QualMatrix covers

Requirements, tracking, approvals, renewals, and reporting in one system.

Qualification Matrix

See every worker against every requirement, by unit and level, with status and history behind each cell.

Competency mapping

Map requirements to roles and content tiers. Composite and organization-wide general requirements roll up automatically.

Gap and transfer readiness

Instantly see who is ready to move to a new unit or level, and exactly which requirements are still missing.

Expiry and renewal tracking

Automatic 30, 60, and 90 day alerts plus a live forecast, so nothing lapses unnoticed and renewals are scheduled ahead.

Approvals and audit trail

Self-mark, then expert and supervisor sign-off, then an immutable log. Every qualification is defensible.

Analytics

Coverage and staffing-risk, site benchmarking, bench strength, and trends across every crew and site.

How it works

Four steps from spreadsheet to system of record.

Import your people and requirements, enroll operators, approve qualifications, and report.

1

Import your people and requirements

Add people by CSV or sync from your HR or LMS. Requirement libraries and levels are included so you start fast.

2

Enroll and track

Assign workers to units at a level. They mark progress as they qualify, and supervisors keep an eye on the roster.

3

Verify and approve

Experts and supervisors review and sign off. Certificates and evidence are stored against each qualification.

4

See who is qualified

Live dashboards and expiry forecasts show current qualifications, gaps, and upcoming renewals across every crew, with audit exports on demand.

Requirements library

Requirements by unit and level.

Each unit carries a structured set of requirements by level, with notes, linked documents, and the standards behind them. Import your own, or start from a built-in library and tailor it.

QualMatrix process unit requirements list with level badges, linked documents, and notes
Analytics

Expiry forecast and coverage

See what lapses in 30, 60, 90, and 180 days, coverage by unit and site, and readiness across the operation.

QualMatrix analytics: expiry and renewal forecast with buckets by 30, 60, 90, and 180 days
Industries

Built in refining. Configured for your operation.

QualMatrix was built for refinery and process operations. Units, levels, and terminology are configured per site.

Refining and petrochemical
Midstream and pipelines
Upstream and drilling
Chemicals
Utilities and power
Manufacturing
Security and compliance

Records that hold up in an audit.

Compliance teams need more than a checkbox. QualMatrix keeps an immutable trail of every enrollment, approval, and change, scoped to who should see it.

  • Immutable audit trailEvery qualification event is logged with who, what, and when, and exported for inspections in a click.
  • Role-based access and scopingRoles from employee to admin, with supervisors and experts scoped to their site or units.
  • Multi-tenant isolationEach organization's data is fully isolated. Nothing crosses company boundaries.
  • Single sign-on readySAML and OIDC hooks so access follows your identity provider.
Regulatory grounding

Mapped to the standards that govern your site.

QualMatrix maps your requirements to the frameworks that govern your industry, so coverage is reported the way auditors expect. Your frameworks, your terminology. We configure to your operation.

OSHA PSM (29 CFR 1910.119) EPA RMP (40 CFR 68) API RP 755 NFPA ISO 9001
Integrations

Fits the systems you already run.

Sync people and evidence from the tools your organization uses, or push data in through the API.

HR & LMS sync

Provision people and pull evidence automatically from the systems you already run.

SharePointSAP SuccessFactorsWorkdayBambooHR

Assessments & learning

Link requirements to assessments and record completions as evidence of qualification.

OEG Knowledge Library

Identity & access

Single sign-on that follows your identity provider, so access stays in one place.

SAMLOIDC SSO

Data & API

Push and pull data programmatically, or bulk-load from a spreadsheet to get started.

REST APICSV import

Plans

Plans scale with your sites, crews, and integrations. Tell us about your operation and we will put together a quote.

Pilot Site

One site

The fastest way to see QualMatrix on your own data. One site, one team, full platform.

Talk to sales

Multi-Site

Several sites

Multiple sites under one roll-up, with per-site configuration and side-by-side comparison.

Talk to sales

Enterprise Fleet

Fleet-wide

Organization-wide deployment with single sign-on, integrations, and volume pricing.

Talk to sales
Request a demo

See QualMatrix on your data.

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.

Prefer email? sales@oegllc.com  ·  +1 281.794.9107

We will only use your details to respond to this request.