Webinar Replay #97: Introducing Digital Checklist

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Steve Kessler: Good morning. Everyone. Welcome to a special INFINITI Client Success. Webinar.

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Steve Kessler: We’re glad you took some time out of your day to join us, and we have some news. We want to get out there. We are introducing a new product called digital Checklist.

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Steve Kessler: which we think is a new accountability tool and a smart way to enforce training and operational excellence.

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Steve Kessler: So, I’m my name’s Steve Kessler, and I’m going to host the program today

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Steve Kessler: before we get started. Let me cover a few housekeeping items. Number one. We can’t hear you. Everybody is muted. So, if you’d like to communicate with us and make a comment. You can certainly jump on the chat and pose your question or comment, or you can use the Q&A section you’ll see in the tray there at the bottom.

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Steve Kessler: So that’s how we can communicate with you. If you have questions. We’re going to try to take those at the end of the presentation.

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Steve Kessler: That way, we’ll make sure we cover all the material we wanted to talk about.

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Steve Kessler: So why don’t you all jump on the chat? Tell us who you are, who you’re with, where you’re from. So, we kind of know who’s out there.

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Steve Kessler: And while you’re doing that, I’m going to turn you over to Chuck Price. Chuck is our director of client success and Chuck, why don’t you take away? Take it away.

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Chuck Price: Hey? Good morning.

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Chuck Price: So, thank you all for joining us. We’re excited to have you

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Chuck Price: just a quick look at the agenda. We’re going to make some quick introductions. I’m going to give you an overview of the digital checklist and then we’ll jump into a prerecorded demonstration by Phil Lewis, and do some Q&A.

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Chuck Price: so quick introductions. I’m Chuck Price, director of client success. Phil Lewis is one of our client success representatives. We’ve also we have Amber Robertson. She’ll be assisting us with the Q. And a section. She’s 1 of our leads here

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Chuck Price: in the client success department. So again, thank you for joining us. I’m going to jump right in and get started.

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Chuck Price: So, what is the digital checklist? It’s a powerful workflow accountability tool. As Steve stated, it’s part of our platform. It is a standalone product in our product line, but it functions very well with the LMS reinforcing the behavioral training that we offer. Combine some readymade lists that we’ve already built, that I’ll go over a little bit later, and then the ability to add your own custom checklist.

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Chuck Price: Cool features. You can attach photos and videos, not only from your mobile device, but upload it from a computer as well, there are automatic notifications, and you know the big piece for anything when you’re looking at trying to keep checklist and reporting is, everything’s timestamped for traceability.

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Chuck Price: So, when it comes to the standard checklist, these are the checklists that have been pre-built by INFINITI. We have a pre and post trip inspection that you’ll see in your checklist deck

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Chuck Price: driver, driver, road testing preventative maintenance. Some of you’ve probably already started you using the English language proficiency checklist and our workflow side of it. And then we have more checklists to come. In addition to all those standard ones that we offer immediately. We will give you the option to build 10

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Chuck Price: custom checklist as you come on board and subscribe to the digital checklist.

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Chuck Price: So, it’s very easy to deploy and use.

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Chuck Price: We come up with 3 different types of checklists. These are to really adjust to your organization’s needs. So, we got 3. The 1st one would be the assigned checklist.

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Chuck Price: This is going to be your one and done checklist the things that you may utilize when you onboard someone and you. They fill it out one time when they start the company and they never use it again.

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Chuck Price: Then we have our own demand. Checklist is what Phil is going to demonstrate as well as workflow on demand is going to be those checklists that you use daily a monthly basis, quarterly basis even twice a year, like your pre and post trip.

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Chuck Price: those checklists. When you assign them as an administrator, they’ll go into the classroom or into the checklist area for your driver administrator. And once they complete that checklist, they’ll have a fresh one to complete for the next. Go around. So, it takes the heavy lifting you having to consider.

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Chuck Price: always assigning and sending out. Those checklists are readily available on demand once completed and then workflow. These are going to be a checklist that accommodates the workflows within an organization where you may pass information from one department to another department, or one person to another person which will demonstrate as well.

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Chuck Price: All these checklists have accessibility on smartphones, tablets, and desktops. They’re quickly and easily assigned. Again, we’re tracking completions with our notification system, and you get that traceability of what’s happening with your checklist.

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Chuck Price: You get full accountability with the checklist. All checklists are completed and timestamped. Again, I want to reiterate that I keep coming back to the traceability. It’s a big piece to have checklists to ensure that things are happening the way that you want them to happen. And they’re going to reduce the errors in your operational risk.

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Chuck Price: So here are a few real-world applications for the checklist, of course, we talked about Pre and post trip inspections, being able to do that right there from your phone and getting it to the proper place and being able to check those documents. Accident, documentation. We have our maintenance verification.

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Chuck Price: also, orientation and onboarding good, especially in the workflow part of the checklist. Some of you again are using English proficiency. We have that built, and it correlates exactly with the order that was signed by President Trump. We have the incident reports that options we can reinforce your safety standards and your SOPs within your organization by reducing the dot violations and improving your FMCSA audit readiness.

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Chuck Price: The checklist is something that’s going to boost your efficiency. It’s going to streamline your workflows and eliminate some of the paper-based errors. I mean, we utilize a checklist here within our organization. This is how we level up our service department by using a checklist to ensure that we do everything that we’re supposed to do for you as a client and properly execute on your behalf.

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Chuck Price: It’s a faster issue. Resolution data driven trend analysis as you start to utilize the checklist for different areas in your company, you’ll start to gather data that can help. It’s really impacts the bottom line depending on the things that you want to track. And we can also have a deeper discussion about those things with your CSR and I included as we start to build custom checklist along the way.

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Chuck Price: Then we have our real time reporting. As you know, in our system, there sometimes can be a delay on this LMS. Side of the reporting, because the way that it populates. When something’s completed in the digital checklist, you immediately get real time reporting that that checklist has been submitted and completed. So, it’s cool feature there

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Chuck Price: and then a recap of everything I just talked about. I probably blew right through this. But why use a dynamic checklist? You know, you’re going to get your consistency, you’ll get your accountability. A lot more visibility, safety and compliance. And again, efficiency is probably the way to have those strong ROI to begin with. So, this is kind of where we are, as far as the development side of you know, looking at checklist. And hopefully, we

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Chuck Price: get to set up some custom checklist for you out there. So now what I’m going to do is start the prerecorded demonstration and we will move into the QA. Shortly after that. So let me move this here

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Chuck Price: get rolling all right.

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Chuck Price: I want to take you guys through the demo part of this

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Chuck Price: just show off some of the features, and some of the features how to execute these checklists, and a little bit of everything in between. So let me go ahead and switch my screen. I want to pull up our login page here where I’m going to be working from.

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Chuck Price: Alright.

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Chuck Price: Alright. So, I got 2 as you see here, I got 2 tabs up here since I’m going to be passing the checklist off from one profile to another. Let me go ahead and sign in with me

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Chuck Price: my test administrative profile here.

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Chuck Price: Okay, right?

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Chuck Price: But I got some overdue led training here.

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Chuck Price: Alright. So, click on our checklist management here. So, what I want to do over here is

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Chuck Price: see? And let me pick on this trucking post trip inspection year

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Chuck Price: to kind of demonstrate this. So

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Chuck Price: me back up there. Notice that as

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Chuck Price: I’m clicking on stuff without explaining so to view, or, you know, go inside. Any of these checklists want to click on this click on this pencil over here to the right.

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Chuck Price: And

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Chuck Price: now we’re seeing these 3 icons. Here we see this green eyeball. We see this blue icon with this person with a with a plus sign. And we see this.

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Chuck Price: we see this mail notification here, this mail icon. Here

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Chuck Price: we click on this blue we click on the green eyeball here. And what does this? This lets us know. What are the questions? In the checklist before, you know having to, you know, sign up for it and fill it out. We can see what those questions are. What the statement types are things of that nature.

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Chuck Price: I want to go, too, in depth on that right now let me go back

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Chuck Price: and go over the other icons here. So, here’s how we add someone to a checklist. So let me go ahead and do that. I’m going to add my other test profile.

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Chuck Price: To this checklist.

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Chuck Price: So, let me go ahead and do that.

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Chuck Price: Set it up on my test. Build, profile.

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Chuck Price: and all we must do to add someone to these checklists is just simply type in the name. And we want to make sure we click on this green plus sign here.

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Chuck Price: And we want to make sure that that name populates down here showing in blue. This lets us know that this profile is now added to this checklist.

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Chuck Price: so, let me click out of there.

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Chuck Price: and we can see down here that

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Chuck Price: my other test profile has now been you been added to this checklist.

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Chuck Price: Now.

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Chuck Price: another thing that we can do with this checklist is, we can send out notifications to external contacts via email. And that’s what I’m going to do here. I’m going to just go ahead and

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Chuck Price: I’m going to put in my actual email address

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Chuck Price: and same process as adding, add the user to a to a checklist. We want to make sure we hit this plus sign over here. Say, notification. Wanna make sure that that email address populates down here underneath.

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Chuck Price: Let you know that that email address is now. Set up to receive notifications once this checklist is completed.

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Chuck Price: so, let me go ahead and log into my other test profile.

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Chuck Price: so, you can see what it looks like to have a checklist to complete in

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Chuck Price: in your you check this management here.

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Chuck Price: Okay, so you can tell, this is not an administrative profile.

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Chuck Price: Both profiles look different. This is a student’s profile. So, see the checklist that you’ve been assigned to click on a digital checklist right here

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Chuck Price: and we see our truck and post trip inspection checklist that that was just sent over to us.

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Chuck Price: Now.

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Chuck Price: I want to go through here and demonstrate, go through the whole process of filling out a checklist. And this example, let me go ahead and pop back here

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Chuck Price: to my administrative profile.

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Chuck Price: Now, what I’m going to end up doing here.

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Chuck Price: I’m going to go in here under this profile and fill out fill out part one of this demo workflow checklist. Both checklists right here are related to one another. So

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Chuck Price: I’m going to go ahead.

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Phil Lewis: Fill out the 1st part of this checklist part one of this checklist under this

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Phil Lewis: profile, this current profile that we’re under and part 2 is going to be filled out form the other profile, and you’ll see how we execute the pass off

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Phil Lewis: of these checklists.

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Phil Lewis: So

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Phil Lewis: let me go ahead and go in. Let me go into

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Phil Lewis: my digital checklist management here, and

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Phil Lewis: I can see that I already have this checklist assigned to me and getting here and

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Phil Lewis: start a checklist to complete. And things of that nature you want to hit click on this not started down here below.

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Phil Lewis: And here’s all the information that we need to fill out for this checklist. See, we have our date picker here.

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Phil Lewis: Select a day.

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Phil Lewis: Rather fill in the blank type of

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Phil Lewis: statement type here. So, I’m going to type in my name here.

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Phil Lewis: we have several different types of statement types. We have a

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Phil Lewis: approximately 1415 different types of statement types that we can utilize here. And for this example.

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Phil Lewis: we have several different types.

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Phil Lewis: So, I’ll go ahead and just finish filling this out. Now, the bottom part here is important.

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Phil Lewis: So, this is how we’re able to pass this checklist off to another profile.

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Phil Lewis: And I’m going to send this over to my test user. So, I’m going to type in the name here

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Phil Lewis: and select the due date right over here.

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Phil Lewis: and I’m just going to select today.

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Phil Lewis: Let me scroll down below and we want to click on this

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Phil Lewis: clicking this green check box here.

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Phil Lewis: Once we’re done with all the information up here.

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Phil Lewis: Okay, and we see that this is timestamp. The moment we sent this off

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Phil Lewis: it didn’t show this time earlier. This is 10 0, 3, I believe.

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Phil Lewis: What’s the timeframe here? I mean the timestamp. Now we’re showing 1021. So, this updates these updates immediately. Once we complete these. So let me go ahead. Transition over to my test field profile to fill out the second part of this checklist

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Phil Lewis: so

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Phil Lewis: alright before advancing on and completing the second part of this checklist. I want to show you guys that you can see the answer choices that were passed over from the 1st user from 1st profile that that, I said that I submitted the 1st checklist with by clicking on this orange eyeball up here at the top right.

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Phil Lewis: I’ll go ahead and do that here, and

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Phil Lewis: you can see it all. The answer choices that I answer with me with my other profile. So, this is going to be useful in case you ever wanted to review any answer choices from any of the users that you send this off to before filling your second part out.

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Phil Lewis: So, I wanted to show that off before I before I dug into the second half of this second half of this checklist

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Phil Lewis: click on the resource and click back in and boom!

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Phil Lewis: Here is the new checklist that was just passed over to me, and we can tell that from the timestamp here.

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Phil Lewis: Same process to get in there and fill these checklists out. I want to just click on, not start.

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Phil Lewis: and we haven’t had a yes or No statement type. Here is part one of the complete assessment. Yes, it is.

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Phil Lewis: Was today’s date 21st and with this signature, boss.

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Phil Lewis: you can either, if you want to, you can use your cursor to fill in the, you know. Fill in your signature if you wish.

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Phil Lewis: My handwriting isn’t very good. It’s about as good as my normal handwriting. So, what I’m going to do is I’m going to go ahead and type this in. So, I’m going to go ahead and use a typed

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Phil Lewis: okay, perfect.

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Phil Lewis: Go ahead. Type in my name here.

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Phil Lewis: a lot more professional looking. So

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Phil Lewis: if everything is filled in here. Got part one, I mean. Got question 1, 2 got my signature in here. Everything we need is filled in. Wanna hit this check mark down here to submit.

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Phil Lewis: and that checklist disappears from our assigned stack of checklists.

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Phil Lewis: It is now down here under our completed stack of checklists.

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Phil Lewis: and this is the one we just completed. This is the one that is timestamp, according to the time that

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Phil Lewis: time. It is right now. So, it’s 1023 right now, and it make a completion automatically updated.

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Chuck Price: Immediately.

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Chuck Price: So, something else I want to show you guys something else that is immediate when we complete these checklists or the reports.

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Chuck Price: So, let me veer back over to my admin profile

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Chuck Price: and let me show you where to run the reports.

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Chuck Price: Things of that nature. So, we want to click on our digital checklist management down here.

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Chuck Price: and we have 2 icons up here. We have an icon for the workflow. We have one for the reports

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Chuck Price: we could just hover to hover our cursor to see which one is which

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Chuck Price: I’m going to pull up the reports.

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Chuck Price: And if any of you guys are clients of our right now.

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Chuck Price: and you do utilize or report, especially the assign a status report or assign a detail report. You know those reports run behind approximately, maybe 40 40 min to about an hour.

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Chuck Price: as you can see here, this report is immediate.

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Chuck Price: The completion was done was done here at 1023,

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Chuck Price: it was passed off at 1021. All these submissions are in here right now. We see the statuses of those checklists over here.

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Chuck Price: and we even have some filters over here. Just in case there’s a certain or specific checklist that you’re looking at.

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Chuck Price: All right.

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Chuck Price: So that will conclude the demonstration portion of this

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Chuck Price: of this webinar. If you guys have any questions.

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Chuck Price: I think there might be a slide or 2 left. But if you guys have any questions, feel free to shoot those our way after we’re done in in the Q&A part of this

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Chuck Price: alrighty.

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Chuck Price: So, get out of that.

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Chuck Price: And so that is the demonstration of the digital checklist. If you would like to see more or talk, discuss more. As we start to adopt this new product from affinity, please reach out to your CSR, and we’ll be more than happy to walk you through any of the nuances that you have questions about.

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Steve Kessler: Hey, Chuck, this is Steve. I have a question myself.

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Chuck Price: Okay.

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Steve Kessler: There’s a section there where you added a person that would be notified by email when a checklist is completed.

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Steve Kessler: or some part of it is.

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Steve Kessler: can more than one person receive that notification? Can there be more than one in that list?

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Chuck Price: Yes, sir.

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Chuck Price: That’s a great question, Steve. I was going to

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Chuck Price: add to that notifications that are set by us when we?

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Chuck Price: when we set up checklist for you as a client.

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Chuck Price: That would allow the administrator

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Chuck Price: to receive a notification as well as the user. When one has been submitted, they don’t have to guess they’ll get an email notification saying, hey, you’ve been assigned a checklist, and you would get a notification as an admin that it’s been submitted and completed.

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Steve Kessler: Great. Another quick question just to be sure. I think the idea of a pre-trip post trip inspection checklist is great. This is easily usable on a on a driver’s cell phone, right? They can access that through their phone.

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Chuck Price: Yes, sir, absolutely

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Chuck Price: all the checklist types are accessible through the phone as well as the attachment feature for the video. And

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Chuck Price: this is video and picture functions as well.

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Steve Kessler: So, they can take pictures of what they’re seeing in the inspection, and that goes along with it.

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Chuck Price: Depending on the work the checklist is on. Yes, we would just have that statement type added into the particular

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Chuck Price: assessment. So, there’s an option to do that as they go through it, and they don’t have to get outside of a checklist and take a picture or anything like that.

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Chuck Price: Any other questions

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Chuck Price: doesn’t look like we have any questions out there, Steve.

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Steve Kessler: I think that’s all the questions, Chuck. I think you had a specialty that you wanted to mention.

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Chuck Price: Yes. So, for all our clients that have the full LMS we will be offering the digital checklist to you for free for the whole year.

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Chuck Price: and so, you will get some communications from your CSR as well, and we’ll be adding those standard checklists pre and post trip preventative maintenance and all those different things for you. We’ll be adding those over the next week into your checklist so that they’re ready to be used.

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Chuck Price: Also, keep in mind. You also have 10 custom checklists. So, we can start to develop those and get those deployed for your company and work a plan

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Chuck Price: to really get those utilized for you. We’re excited to get our clients to utilize this. And again, thank you for being great clients. We want to offer this to you for the year at no charge.

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Steve Kessler: Fantastic. One last thing popped up here a question. Yes, this webinar has been recorded, and everybody that either attended or registered for the webinar

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Steve Kessler: will receive an email from us, and there will be a link where you can get access to the recording of this

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Steve Kessler: that way. You can share it with folks that perhaps weren’t able to attend today.

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Steve Kessler: Let’s see.

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Steve Kessler: Okay, it’s another one wasn’t really a question. It was just, I’d like to see on the onboard checklist would work. I think that has to do with orientation.

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Steve Kessler: So, any comments to that chuck.

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Chuck Price: Yeah. So yeah. Please reach out to your CSR what we could do with the onboard checklist. We can give you an overview again of how the workflow works. But if you have a standard one that you use internally, we can start to develop that for you and get that into your checklist to start using.

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Steve Kessler: Okay. Another question just popped in. Is there a standard forklift inspection.

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Chuck Price: Not right now. But I will note that. And reach out to our video production team. And we can discuss that

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Chuck Price: work with.

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Steve Kessler: A question here. Someone’s asking after the year. What would the cost be? And I think you’ll have to take that up individually, because I believe it varies by

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Steve Kessler: company, by company, number of people that are going to be accessing that, and so on and so forth, so can’t really give a standard price. But.

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Steve Kessler: Craig, I think if you reach out to your client Service Rep, they can give you that information.

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Chuck Price: Absolutely.

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Steve Kessler: Anybody else have questions.

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Steve Kessler: All right. Well, thanks a lot. Chuck Phil Amber, for being here, and thank you all for joining. Oh, here’s another question popped in quickly. What about school buses? Is this available for schools?

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Chuck Price: Absolutely, we developed a pre and post trip checklist specifically for schools as well. So yes, we want our schools to engage in this product, and they will, you know, we’ll be getting that out to them as well.

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Steve Kessler: Great, awesome any last questions.

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Steve Kessler: All right. Well, it looks like there are no more questions. Now, just keep in mind if something pops into your head a little later. Reach out to your client service. Rep, and they’ll be able to answer your questions for you.

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Steve Kessler: Another question just popped in are these Pre and post trip inspections accessible for as long as we are a customer.

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Chuck Price: Yes. So again, for the 1st year, starting as of today. And we’re going to align these

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Chuck Price: yearly offerings along with your current contract, so don’t worry about that part. You’ll get a full year at no charge.

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Chuck Price: Obviously, at the end of that year we will discuss pricing and your usage, and but if your client you will have access if you’re subscribed to the digital checklist.

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Steve Kessler: Very good.

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Steve Kessler: all right.

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Steve Kessler: Well, I don’t see any other questions popping in so once again, chuck amber, Phil. Thank you all very much, thanks to all of you out there for giving us a minute of your time to tell us about what we think is a really exciting new product offering from INFINITI. So, reach out to your client service. Rep, and they can give you all the details.

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Steve Kessler: Having said that, thanks to everybody for coming, and we hope to see you on our next program. Thank you all very much.

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Chuck Price: Thanks. Everyone.