Transcription
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Steve Kessler: Good morning welcome, everybody. To our webinar this morning. It’s kind of a special webinar
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Steve Kessler: kind of bring it brought to you by our client success department. We’re going to introduce a new feature for the INFINITI system that we call assignment tags.
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Steve Kessler: And it’s going to help, I think quite a lot for better tracking of your assignments out there. And since the tags kind of relate directly to the different types of training, we’re going to spend a little time and
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Steve Kessler: do a little refresher on some of the best training practices. So, I’m going to walk through some of those things. So, thank you all for joining us today. Certainly, appreciate you taking some time out to join us. Just a couple of things before I introduce Samantha, our client, success Rep. That’s going to show you how all this works on the system.
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Steve Kessler: everybody that’s joined our webinar is muted so we can’t hear you. So, you do have the opportunity to pose a question in the chat box which you’ll see a link to in the tray there. So, if you have a question you’d like to pose. Go ahead and type it in the chat. We’ll keep an eye on that and do our best to try to answer your questions.
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Steve Kessler: So, before I introduce Samantha. Why don’t you all just jump on the chat quick. Tell us
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Steve Kessler: who you are and where you are and who you’re with. So, we kind of know who’s out there. We’d appreciate that.
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Steve Kessler: So, let me introduce our Samantha. Samantha is one of our
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Steve Kessler: top Client Success Reps. Samantha has quite a lot of experience. She’s very customer, focused with over a decade of experience in client relations, hospitality, and administrative support. She’s a skilled, skilled Microsoft Office Salesforce, and she excels really in delivering exceptional service and streamlining operations out there for our customers.
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Steve Kessler: So, thank you all again for jumping on the chat and letting us know who you are and who’s out there. I appreciate that.
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Steve Kessler: So, having said that, I’m going to move into our presentation today
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Steve Kessler: and tell you a little bit about a brand-new feature in the INFINITI system. We call them assignment tags, and very simply, it’s a way where you can label or tag assignments. So, they’re easily retrievable and visible in the system. Some of you out there are current customers. If you’ve done quite a lot of training. You know that you have a lot of assignments in the reports.
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Steve Kessler: and if you wanted to focus on one training initiative, it got to be a little bit difficult to find all the training associated with that initiative. So that’s the idea behind the tags to be able to give you some visibility and to kind of tell an accurate story about the training that you’re focused on.
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Steve Kessler: So, hang on one second. I did this to move.
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Steve Kessler: So, you know, we kind of feel like this is sort of at the next level in our reporting. It’s going to really give, I said, very easy visibility.
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Steve Kessler: So, you can see each of your training initiatives very easily. For example, you know one of the tags, and you’re going to hear Samantha talk about 3 tags that we’ve sort of hard coded into the system for new employee training or orientation
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Steve Kessler: for your monthly or ongoing training initiatives and corrective action. So, this new feature will make it very easy for you to identify those types of training initiatives.
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Steve Kessler: One thing that popped into my mind right away is, it would also be something where you could easily demonstrate what your training looks like to your insurance carrier.
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Steve Kessler: So, if they were interested in how you’re bringing new people on what kind of new employee training you’re doing, or what your ongoing training looks like. This will be a much easier way for you to retrieve that information and show that to those that are interested in what you’re doing there, what your initiatives look like.
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Steve Kessler: So, you know to me there’s 2 real key pieces of value here.
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Steve Kessler: Number one. The tags will give you really clear visibility into employee participation
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Steve Kessler: for all the training initiatives, and that goes throughout the life of that assignment initiative.
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Steve Kessler: You know, it’s important to be able to retrieve
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Steve Kessler: information from reports. They really don’t have much value. If you can’t get the information out of them that you need.
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Steve Kessler: So, the reporting part of this now will help you to really tell an accurate story for each of those training initiatives, and that can be looked at then sort of independent from other initiatives. So, you can separate things out and get clear pictures of the activity of the assignments that you’ve put in place.
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Steve Kessler: Alright. So, I wanted to kind of tie this program today with what we consider key training initiatives. And as I said, there would be tags that are already sort of built into the system.
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Steve Kessler: Number one is a robust, new employee job specific training
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Steve Kessler: that you would use to prepare new employees for success.
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Steve Kessler: Some of you may refer to that as orientation, but it really gets a little bit beyond just this is how we do this and this. It should be providing some training to get your new employees hitting the ground, running and being more efficient and more effective as soon as possible.
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Steve Kessler: Proactive training which for most of you out there would be accident and injury, prevention, training.
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Steve Kessler: and the whole idea obviously behind that is to stop some occurrences from happening, you know, to put a stop to them before they happen. And to me, you know, the ongoing training is the real key piece here. This is where the real return on investment is
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Steve Kessler: ongoing. Accident and injury. Prevention training is what in the end will reduce crashes, reduce incidents, things that cost companies, money that cause you to make claims on your insurance. So that’s a very, very important part, and we certainly want to be able to
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Steve Kessler: monitor that sort of proactive training. And again, that’s where the tags we feel like will have a great impact on being able to identify and visualize that.
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Steve Kessler: And the 3rd area. And I’m going to go into a little more detail on all these is corrective action.
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Steve Kessler: Another very important piece. And you know, obviously, the idea here is to reduce the risk of repeated violations or issues that have come up. So those are the 3 key training initiatives that I want to spend just a little bit more time and visit with you all about.
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Steve Kessler: Let’s talk 1st about new employee training. And I would like to say, you know, your new employee training needs to be very robust.
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Steve Kessler: you know, new employee training can cover a lot of different things, and I’ll show you a slide here in a minute. That kind of shows what’s sort of typically done with online orientation. But I really believe in new employee training has got to contain defensive driving skills, because for most of you out there we’re talking about your drivers.
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Steve Kessler: and I’ll pass this on. Don’t forget to go to the road. Test new people when you bring them in. Believe it or not. I’ve heard from several companies that they don’t do that.
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Steve Kessler: They feel like. If the driver’s got a valid CDL, then there would be no reason to do that. But I think most of you out there would agree. It’s very telling in a road test what kind of a driver that you’ve got there.
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Steve Kessler: Also, I think it’s very important as part of your new employee training to reinforce FMCSA. Rules and regulations. In fact, a lot of our insurance partners out there will indicate that that’s a very key thing that should be done in new employee training.
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Steve Kessler: We can’t ignore training on those kinds of things that cause violations that cause crashes that violate FMCSA rules.
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Steve Kessler: So, let me just kind of pop this up on the screen here.
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Steve Kessler: New employee training in a lot of ways. If you look at the box I’ve got there on the on the left side of the screen.
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Steve Kessler: Those are sort of typical what I would call orientation pieces, you know. Perhaps a welcome from the company president or owner. Discussion of the employee handbook.
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Steve Kessler: You know how the company handles health insurance for their employees, e-log training, fuel procedures, settlements, and payroll. I think all those things are familiar, and that’s generally custom content. That’s how you do business, and those are important things to train
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Steve Kessler: new employees. But at the same time, you may want to consider, and, in fact, I think you should include some training on FMCSA regulations, things like hours-of-service training about CSA basics.
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Steve Kessler: you know, personal conveyance. Some of you out there may have warehouse personnel that would require some Osha training, or at least Osha reminders.
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Steve Kessler: you know, pre-trip inspections, seat belts, speed management. All those kinds of things are very important at the beginning, because that’s where most of the violations are going to come from, and violations are often those things that are going to lead to crashes, or other more serious accidents and incidents out there.
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Steve Kessler: So we feel like.
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Steve Kessler: you know, new employee training should be robust, and it should help your drivers sort of hit the ground running, and you know, doing all the right things right from the very beginning.
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Steve Kessler: I think a lot of you probably know that it’s well documented those new drivers to a company, even though they may be experienced. Drivers often have more issues, more safety issues than employees that have been with you for a while. So, it’s very important to emphasize all these things in new employee training.
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Steve Kessler: So, the next one that we talked about is what we very often refer to as frequent and consistent training. This would be proactive ongoing training.
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Steve Kessler: The idea here, obviously, is to reduce accidents and incidents.
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Steve Kessler: And there are several ways you can go about doing that. But I I feel like your best
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Steve Kessler: way to make the most out of your ongoing training is to very carefully evaluate your SMS data.
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Steve Kessler: So, you’re focusing on the training where it’s needed the most.
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Steve Kessler: you know. If your primary violations out there are brakes and tires, maybe those kinds of violations should be discovered in a proper pre-trip inspection.
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Steve Kessler: So maybe training needs to be done on a pre-trip inspection. Maybe those are maintenance issues in your service department. So, look at your SMS data. Don’t just put training assignments out there to
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Steve Kessler: sort of tick a box and say, hey, we did our safety training this this month.
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Steve Kessler: Make sure that you’re focusing on those items that need attention and that are going to improve your overall CSA scores. And obviously in the end too, you know, reduce crashes and other incidents.
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Steve Kessler: Things like distracted driving, I think, should be assigned with great frequency.
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Steve Kessler: we all know distracted driving is one of the key problems with crashes on the road these days, both for truck drivers and for the motoring public.
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Steve Kessler: And I think we would be not doing ourselves a favor if you didn’t reinforce distracted driving messages on a very frequent basis.
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Steve Kessler: I’ve talked to several people that that should probably be done at least once a month
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Steve Kessler: to make sure that you’re continually reminding your drivers of how dangerous that is, and it’s very important to pay attention and not be distracted. And that’s not just cell phone use.
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Steve Kessler: You know, there are a lot of other distractions in the cab, you know, eating and picking up things you dropped on the floor, different things like that. So, it’s very important to train about that.
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Steve Kessler: and think about
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Steve Kessler: with your proactive, ongoing training to anticipate future conditions and assign training at appropriate times.
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Steve Kessler: You know, for example.
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Steve Kessler: prior to going into the winter months, perhaps in the fall, you should start to train about driving in winter weather
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Steve Kessler: as we go into fall. It’s obviously a time when there’s a lot of animal movement, hunting season, so animal strikes
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Steve Kessler: would make sense to kind of get ahead of the game. In a lot of parts of the country in the spring is when construction begins and highway projects begin, get ahead of the game and assign out. You know, your work zone training.
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Steve Kessler: So, all those things are going to make more sense to your drivers. I think they realize, then, that you’re trying to get things prepared and get them ready to go before these conditions are right on top of them.
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Steve Kessler: One last thing I want to say about this kind of training
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Steve Kessler: folks you can’t really let this type of training be optional.
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Steve Kessler: It needs to be required training, and there are different ways. You can go about doing that.
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Steve Kessler: you know. You could be straightforward about it. And if these are company employees
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Steve Kessler: that can simply be a requirement as a condition of employment. You do the training when we assign you. Are you going to pay the penalties? If you don’t.
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Steve Kessler: you may also utilize techniques like a lot of our clients out there. Do that. If you have a training assignment out there, and your employee has decided to not get that completed for your drivers. You could withhold their dispatch until they complete the training.
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Steve Kessler: My point here is, you’ve got to put some teeth into this to make sure that this training is getting done.
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Steve Kessler: You know you can do assignments all day long. But if the drivers aren’t obligated or not
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Steve Kessler: made to take the training. And it doesn’t really help the company in the end.
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Steve Kessler: So, your goal should be a hundred percent participation in any of the training assignments that you put out there.
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Steve Kessler: That’s not always possible. Obviously, you may have people on leave or on vacation, or something like that. But the goal should be to try to get to a hundred percent training. So that would be the goal for
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Steve Kessler: our proactive ongoing training.
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Steve Kessler: So, when I say, frequent and consistent, how often should that be?
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Steve Kessler: One of the little charts that I’d like to show is essentially comparing
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Steve Kessler: the ability to use an online platform like INFINITI versus what you might do in person.
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Steve Kessler: So, if you can see, the red line would indicate a traditional or a single training event.
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Steve Kessler: and you’ll notice that when you do that training event there is an improvement in performance. So, if you have a meeting and you have talked about wearing seat belts, I guarantee you, for a period after that training session, drivers are going to wear their seat belts.
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Steve Kessler: But if you don’t reinforce that message over time, they will fall back into their own habits. So, if you look at the other line, online learning, once you get that bump in performance after your 1st training assignment, then it will start to decline performance. But if you’re frequent with it, then you’re going to hit them with another message, and you’re going to improve the performance level again.
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Steve Kessler: So, each month you will boost and increase performance by reminders of certain types of training and keep pushing the safety messaging. And if you look at the right side of that graph over time, you’re going to have a much higher performance level. In other words, fewer violations, fewer crashes than if you were only training one time.
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Steve Kessler: Most people I’ve talked to will absolutely agree that you can’t expect to change a behavior with one message or one little safety training message. You must repeat the messages over time to maintain that performance.
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Steve Kessler: The length of training session matters, too. And this is something that sure a lot of you are aware of most of our training video content are, you know 4, 5, 6, 7 min in length.
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Steve Kessler: and some of you may or may not know. But there was a study done by Mit
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Steve Kessler: that was evaluating what would be the optimal length for online training video.
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Steve Kessler: And their study showed that to be about 6 min.
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Steve Kessler: So, we call it micro learning one topic short, sweet.
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Steve Kessler: present that information. The user can be tested on the content, and they can go about their daily activities again. So, it doesn’t interfere with production and performance on the job. So, most of you are out there. If you’re talking about your drivers, they certainly have some downtime.
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Steve Kessler: and instead of on their break, or when they have, when they’re waiting to get loaded or unloaded, instead of being on Facebook. Maybe they could log in and complete a training session. So, I wanted to kind of reinforce the value of short training segments has everything to do with
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Steve Kessler: our ability to retain information.
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Steve Kessler: Okay. Lastly, I wanted to.
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Steve Kessler: Well, let me say a little bit more about ongoing training. It’s very important to create a training plan.
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Steve Kessler: and I’m pretty sure that’s 1 of the things Samantha does for a lot of her customers on a regular basis is to perhaps set up an entire year’s worth
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Steve Kessler: of monthly training which can be done in advance.
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Steve Kessler: So, each month, at the start of that month
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Steve Kessler: a new assignment would automatically be sent out from the INFINITI system.
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Steve Kessler: Let drivers and employees know that there’s a training assignment there, and it’s
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Steve Kessler: I don’t know. I sort of think it’s sort of like on autopilot.
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Steve Kessler: you know, once you’ve got all that set up, even if you don’t touch it.
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Steve Kessler: training assignments will go out every single month for the entire year. It’s a very simple thing to do, but
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Steve Kessler: gives you the ability to kind of get ahead of the game and have everything set up and ready to go.
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Steve Kessler: Obviously there is also annual training
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Steve Kessler: pieces that companies must do. Whether that’s not sure what that might be could be. You require some kind of HR training, sexual harassment training, or something of that nature that you want to do on an annual basis. Those can be set up
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Steve Kessler: to repeat automatically every year.
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Steve Kessler: But you know, we feel like monthly proactive training is probably the minimum.
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Steve Kessler: You need to put some kind of training assignment out there each and every single month.
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Steve Kessler: and we have clients out there, and that train more frequently than that every 2 weeks. We have clients that send out training every month every week.
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Steve Kessler: So, but it’s important to do it with some frequency, and part of that frequency is the need to remind people.
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Steve Kessler: You know, you got to remind them to wear their seatbelt from time to time, even though you not have to train them how to put the seat belt on. But you have got to remind them to go ahead and do that.
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Steve Kessler: so, make sure that your ongoing training is frequent enough to have the impacts that you’re looking for.
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Steve Kessler: And lastly, let me mention the corrective action.
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Steve Kessler: It’s very important that you provide correction, action, training, anytime post-accident claim that you made with the insurance or post citation.
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Steve Kessler: It’s very important to document that when you’re made aware of a citation, for example, a driver gets a speeding ticket.
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Steve Kessler: and you become aware of that to as soon as possible assign some corrective action training because of that ticket.
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Steve Kessler: And it’s very important to be able to document that because you know. God forbids! If your driver is involved in a crash.
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Steve Kessler: And now you’ve been sued by a plaintiff, by the plaintiff.
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Steve Kessler: You know, in discovery they’re going to find all those violations and tickets.
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Steve Kessler: and then they’re going to want to be able to identify whether you as a as a company provided any kind of training to remediate that problem.
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Steve Kessler: And if you have not.
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Steve Kessler: that’s going to look very bad for you in a court case, so it’s very important to provide corrective action training.
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Steve Kessler: obviously, there are several reasons to do that. But beyond the lawsuit, as you want to correct the behavior to prevent that from happening again.
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Steve Kessler: You got to make sure when a behavior is not what it’s supposed to be, that you’re showing them the right thing to do and making sure that you’ve altered that behavior.
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Steve Kessler: It’s going to be important because you’ll be able to have documents in in their record that that show that they’ve completed that training, and that will be the way to defend yourself, said you get in a lawsuit.
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Steve Kessler: but it also demonstrates a culture of safety
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Steve Kessler: you know safety is important to us. At any time, any kind of a violation happens, or an unsafe behavior occurs that the company is immediately going to try to remediate that issue.
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Steve Kessler: And I think in today’s world, even our insurance companies are out there
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Steve Kessler: look very closely at a culture of safety. What are you doing beyond just meeting all the basic FMCSA requirements?
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Steve Kessler: So, keep in mind that corrective action is also very important
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Steve Kessler: corrective action can be a very simple thing for y’all to accomplish. We have templates that can be set up.
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Steve Kessler: Excuse me, can be set up for several different corrective action trainings. And
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Steve Kessler: you know a template is really nothing more than an assignment that you’re going to use
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Steve Kessler: repeatedly.
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Steve Kessler: so, you may have templates set up for speeding or following too close or improper lane changes or no seat belt. There can be a number of those kind of things.
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Steve Kessler: So, with the template, you just grab the template, and you can assign it out to somebody in practically no time. Just a few clicks, and you’ve provided that corrective action training to that that employee.
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Steve Kessler: So, having said that
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Steve Kessler: I’m going to now ask Samantha to kind of show you how you can create these tags and how this all works in the system. So, Samantha, I’m Going to turn this over to you and let you show this live. So let me stop sharing my screen, and then you can share yours.
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Samantha Miller: Okay, here we go
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Samantha Miller: now, creating assignment tags is going to be super easy, super simple, like a lot of our features.
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Samantha Miller: We can go. Now, we do have the 3 that are already set up that we cannot edit. And that’s just going to be for the corrective action, new employee training and then ongoing training.
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Samantha Miller: So, if we were wanting to make another tag, we’ll just do a test tag just to kind of show how it works.
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Samantha Miller: We can name the tag and choose whatever color we want. So of course, I’m going to choose Pink.
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Samantha Miller: Did I do something?
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Samantha Miller: Hold on
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Samantha Miller: and save that?
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Samantha Miller: Sure, not sure why, that’s not saving.
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Samantha Miller: Let’s see.
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Chuck Price: It may require a refresh Sam.
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Samantha Miller: Yeah, me, just one second.
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Samantha Miller: Let me just refresh that page quick.
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Samantha Miller: There we go.
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Samantha Miller: Okay.
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Samantha Miller: So, you see it right here. Once we’ve created that tag.
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Samantha Miller: Now we’re going to go ahead and
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Samantha Miller: use that tag when setting up a new assignment.
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Samantha Miller: So, let’s see, we’ll just use one of our templates
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Samantha Miller: just to make it a little bit easier.
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Samantha Miller: We’ll choose the dates for the assignment.
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Samantha Miller: And now this is just setting up an assignment and then adding that tag that I just created to it.
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Samantha Miller: So, we’ll go ahead and hit next.
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Samantha Miller: We have all our content on here that we would like to add, or if we want to add more, we can.
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Samantha Miller: and then we’ll go ahead and assign it.
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Samantha Miller: So, we’ll go ahead and add the user sets of notification options.
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Samantha Miller: and then we’ll go over to our tag.
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Samantha Miller: Now we can just choose this dropdown.
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Samantha Miller: And now we’ll see that test tag that I’ve created.
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Samantha Miller: Choose our default logo, like always, and then we’ll go ahead and hit, publish.
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Samantha Miller: and then we can go back, and then we’re back at the assignment page.
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Samantha Miller: and we will see it right here.
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Steve Kessler: Damn! I don’t think you hit add, when you.
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Samantha Miller: That was, that was my fault. You caught that, Steve. Thank you. Here we go.
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Samantha Miller: you know.
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Samantha Miller: Okay.
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Samantha Miller: okay, let’s see. So sorry about that.
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Chuck Price: It appears that it’s just taking a second
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Chuck Price: with the system, probably with the screen share.
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Samantha Miller: Yeah, most likely.
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Samantha Miller: So
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Samantha Miller: I did go ahead before the webinar was setting up. We went in and were just kind of testing and messing around with the tags a little bit, and I went ahead and set up a new hire orientation as well.
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Samantha Miller: Now did the same thing went through use. The tag set up the assignment went right over here, and you’ll see where that tag has been added to this new employee training that I’ve set up.
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Samantha Miller: So, if we go back and we look at that new employee training right here, you’ll see where it shows the new employee training tag.
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Samantha Miller: Now, right up here, this is a good thing, because you could filter based on the tags.
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Samantha Miller: So, if you do have a lot of assignments. If you’ve been setting up a ton of assignments with us, and you have a lot of assignments in your assignments, instead of having to scroll going page by page, or trying to search exactly what you’re looking for. You can just use the tag to filter, so you’ll only be able to see your new hire orientations or your new. You know your new employee training.
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Samantha Miller: Now.
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Samantha Miller: you know, once you’ve got the assignment set up, you got the tag created, you got the assignment set up, you can go into the reporting.
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Samantha Miller: and this is going to be in the advanced reporting.
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Samantha Miller: and you’ll be able to
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Samantha Miller: look at the tags as well.
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Samantha Miller: so, we can see the tag for any ongoing training.
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Samantha Miller: Now we can go in even for past assignments. We can go in and add tags. So, this isn’t just going to be on any new assignments you created. We can go into some of our old assignments that we’ve created and add those tags. So, if we’re wanting to go back, you know, maybe a year and add some of that training to those tags so that we can see that reporting for that we can. We do have that option as well.
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Samantha Miller: And then, of course, with our reporting you know, any changes may take a minute to update. But then, once we get that updated, you can always export it, and you can easily pull. Say, if you want to look at all your new hire orientation or your new driver training, you’ll be able to pull all of those and see who’s completed it. Who’s missing anything, instead of having to go into the normal report without the tags
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Samantha Miller: and having to individually pick each assignment. Now you can use that tag to be able to look at all the new hire orientations.
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Samantha Miller: just with that tag on there.
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Samantha Miller: and 7 happened. Instead of having to pull for each assignment, you can pull it as a whole
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Samantha Miller: if they’re all tagged correctly and properly.
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Samantha Miller: Let’s see.
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Samantha Miller: But that’s I mean tags are super easy. So, I mean, there’s not too much that I must go in with it. It’s, you know, self-explanatory. But you know, of course.
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Samantha Miller: we got to we got to show and walk through all that.
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Steve Kessler: Great Samantha. The question is, is there anything to your knowledge? Is there a limit on how many different types of tags you can create?
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Samantha Miller: Not that. Not that we’re aware of. I mean, there hasn’t been like a set number.
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Chuck Price: Yeah, not currently.
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Samantha Miller: No, not currently.
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Steve Kessler: So, I, you know, to kind of follow up on your presentation. And thanks for that Samantha.
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Samantha Miller: Ready!
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Steve Kessler: You know, I think that every company is going to have.
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Steve Kessler: I think we’re going to see all kinds of different tags, you know, if you’re a company, perhaps, that has warehouse workers. You may have one for Osha training. So, a tag for that. You may have a tag for human resources type assignments, you know, whatever your training initiatives are.
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Steve Kessler: makes sense to me to create a tag, so you can easily find all that information amongst all the other training content. You know your reports.
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Steve Kessler: especially some of our clients out there that have been with us for years. There are thousands of assignments in the system, and the tags, in my opinion, will make a world of difference to be able to easily see what you’re doing with each of you, with your new employee training or Osha training, or HR training, or whatever initiatives you’ve got going on.
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Steve Kessler: Now, there’s someone commenting about in service training. So, there’s a lot of different ways you could utilize tags.
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Steve Kessler: Let’s see, here’s a question. Says if you create a tag with several lessons. Can you use the tag to make an assignment but deselect a lesson that may not apply to the situation.
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Steve Kessler: In other words, if you’ve got, I guess, several lessons in one assignment.
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Steve Kessler: Is there a way to
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Steve Kessler: not have one of those in there. Have a tag?
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Steve Kessler: Chuck did? Can you help me with that? I’m not sure whether we can do that at this point.
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Chuck Price: No, the assignment feature will still function as it currently does if you want to edit an assignment
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Chuck Price: and reassign it with that existing tag. So, this is still becoming the same vein as what you currently do. You’ll just have maybe 2 different assignments with the same tag that makes sense one with one extra assignment within the 1st one, and the second one modified, but the same tag.
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Steve Kessler: Okay. Alright.
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Steve Kessler: Any other questions out there?
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Steve Kessler: Here’s another comment.
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Steve Kessler: Now, here’s Randy’s comment, says, being able to run a report that identifies all your
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Steve Kessler: proactive injury. Prevention, training can be a valuable tool to show your insurance provider
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Steve Kessler: that you’re in better insurable risk, which can improve your access to better rates. So, you know, there’s real value in these tags, because it’s going to help you be able to demonstrate that sort of thing to insurance, and those that have a need for that information. One of the things I want to do before we wrap up today and please type in any questions that you have
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Steve Kessler: is I want to pop a little whoops.
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Steve Kessler: Poll, question up here.
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Steve Kessler: Whoops! That’s not what I wanted to do.
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Steve Kessler: Here we go.
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Steve Kessler: Whoops!
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Steve Kessler: I can’t seem to do this right.
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Steve Kessler: There we go.
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Steve Kessler: So, you know, if you’re a current customer
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Steve Kessler: and you would like this tag feature turned on just click. Yes, here on the little poll question, and they’ll make sure that that feature gets turned on. It is live in software. So, it’s ready to go to be turned on. If you’re not a current customer, and you would kind of like to see the INFINITI system and how it works, and how the tags might be beneficial in your company, we’d be happy to visit with you about that.
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Steve Kessler: So
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Steve Kessler: if there are any other questions. Oh, here’s Tim’s asking, will the tags be a column on the reports, or just a report filter.
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Chuck Price: It would be a report filter.
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Steve Kessler: Okay, that’s the answer to that question. It’ll be a filter. But once the filter has been activated, what you’re going to see will be exactly what you’re looking for. The reports do have a link to show you which tags are associated with that assignment.
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Steve Kessler: I think there’s a little thing it looks like a tag, and you can mouse over that. It’ll show what tags are associated with that assignment. Yes.
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Chuck Price: Absolutely.
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Steve Kessler: Any other questions out there.
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Steve Kessler: I’m excited about this feature. I think it’s 1 that we’ve made requests for
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Steve Kessler: for quite a long time, and very excited that we’ve got this, and I’m sure there’ll be some changes made along the way to add the even improved way. It’s reported visibility and all that. I’m sure there’ll be some changes made to that as we move forward. But having said that, Samantha Chuck. Thank you both very much. I appreciate it. And
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Steve Kessler: thanks to all of you out there for joining us today. And if you have questions feel free to reach out to us and your Client Success Rep if you have questions, and they’re more than happy to help. So, thank you all for joining us today, and we hope to see you on our next webinar.
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Steve Kessler: So, have a great day, everyone, and thank you for being part of our webinar.
INFINITI’s Top Takeaways
In this informative webinar, Steve Kessler, along with team members Samantha Miller and Chuck Price, introduced a new feature for the Infinity system called “assignment tags.” The webinar focused on demonstrating this new functionality and included a refresher on best training practices. The session was organized by the client success department.
Key Points:
- Assignment tags are a new feature designed to improve tracking of training assignments
- There is currently no limit to the number of different tags that can be created
- Tags can be customized for various purposes including:
- OSHA training
- HR assignments
- New employee training
- In-service training
- Tags function as report filters and are visible when hovering over assignments
- The feature is live in the software and available to be activated for current customers
The webinar concluded with a strong emphasis on the value of this new feature, particularly for organizations with extensive training programs. The development team indicated that further improvements to reporting visibility and functionality may be implemented based on user feedback. This enhancement was developed in response to long-standing client requests and aims to streamline the training management process.
The new assignment tags feature represents a significant advancement in training management capabilities for the Infinity system. This enhancement allows organizations to efficiently categorize and track different types of training initiatives across their workforce. The system’s flexibility in creating custom tags enables businesses to adapt the feature to their specific training needs, whether for compliance, professional development, or safety protocols. The integration of tags with the reporting system provides a powerful tool for organizations to demonstrate their training efforts to stakeholders, including insurance providers and regulatory bodies.
Learn about best training practices and new tag feature in Infinity system. Discover how assignment tags streamline training management and enhance reporting capabilities for better organizational tracking.
FAQs
What is the new Assignment Tags feature in the INFINITI system?
The Assignment Tags feature is a new functionality that allows users to better organize and track different types of training assignments through customizable tags, enhancing training management efficiency.
How does the Assignment Tags feature improve training management?
The feature streamlines training tracking by allowing organizations to categorize different types of training (OSHA, HR, new employee, etc.) with specific tags, making it easier to monitor and report on training initiatives.
Is there a limit to how many tags can be created in the Best Training Practices and New Tag Feature?
No, there is currently no limit to the number of different tags that can be created, allowing for maximum flexibility in organizing training programs.
How do Assignment Tags work with reporting?
Tags function as report filters, and users can see tag information by hovering over assignments. This helps in generating specific reports for different training categories.
Can Assignment Tags be used for compliance training?
Yes, the Best Training Practices and New Tag Feature is particularly useful for tracking compliance training, including OSHA requirements and other mandatory training programs.
How can insurance providers benefit from the Assignment Tags feature?
The feature allows organizations to easily demonstrate their proactive training initiatives to insurance providers, potentially leading to better insurance rates.
Can existing assignments be tagged with the new feature?
Yes, the Best Training Practices and New Tag Feature can be applied to both new and existing training assignments in the system.
How do I get access to the Assignment Tags feature?
Current customers can request to have the feature activated as it is already live in the software.
Can tags be customized for different departments?
Yes, the Best Training Practices and New Tag Feature allows for customization based on departmental needs, training types, and organizational requirements.
Can multiple tags be applied to a single training assignment?
Yes, training assignments can have multiple tags, allowing for more detailed categorization and tracking.
How does the Best Training Practices and New Tag Feature help with HR management?
The feature helps HR departments better organize and track various training initiatives, from onboarding to professional development programs.
Can I modify assignments within a tag group?
While you cannot deselect individual lessons within a tagged assignment, you can create new assignments with the same tag but different lesson selections.
How does the feature enhance reporting capabilities?
The Best Training Practices and New Tag Feature allows for filtered reporting based on specific tags, making it easier to track and analyze different types of training programs.
Is the Assignment Tags feature being continuously improved?
Yes, the development team has indicated that further improvements to reporting visibility and functionality will be implemented based on user feedback.
How does the feature help with training compliance?
The Best Training Practices and New Tag Feature makes it easier to track and demonstrate compliance with various training requirements through organized tagging and reporting.
Can the Assignment Tags feature be used for in-service training?
Yes, the feature can be utilized to organize and track in-service training programs, making it easier to manage ongoing professional development.
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