Webinar Replay #108: INFINITI Fleet Safety Training Platform Mastery

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Chuck Price: All right, good morning. I want to thank everyone for joining us this morning.

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Chuck Price: Today is the first installment of our Training Mastery Series from the Client Success Team here at INFINITI. Today’s topics are going to be the assignments, templates, and we’re going to debut the new classroom as well.

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Chuck Price: We’re very thankful for you to come and join us for this first installment. Today’s presenter will be Tonyia King, one of our client success representatives, and Ebony Gaydon will be doing a demonstration over the actual assignment creation templates and showing off the new classroom, so we’re excited to have you.

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Chuck Price: And, just look forward to getting some good feedback. Before we get started, again, want to welcome you to the INFINITI Training Series. And just reiterate a few things about our company, you know, we’ve been in business for 26 years and counting.

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Chuck Price: And we’ve given over 188 million training sessions. 3.5 million people have been trained, and of course.

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Chuck Price: You know, we love the number 5,000 safer fleets. Our goal here today and going forward in this training series, is to really just help cultivate your training culture and push participation on training. We know that when you train, behaviors change, and good things happen in your companies. So with that being said, I’m going to hand it over to Tonyia.

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Tonyia King: Good morning, everybody! So glad you can join us this morning. So, what we’re going to do first is kind of just a quick overview of the assignments and what that entails. So, first, the overview is

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Tonyia King: What assignments do, you can create, manage, and track company training assignments. There’s a central dashboard to view all of the active training, and you can sort, filter, and search.

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Tonyia King: different trainings in our side.

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Tonyia King: Creating a new assignment, there are some requirements. First, everything with an asterisk has to be filled in, so we’re gonna have to…

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Tonyia King: Description and start and end date.

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Tonyia King: Start date must be current or future days, not dated backward. From today forward, or

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Tonyia King: That order… the default completion is 100%.

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Tonyia King: Passing standard is 50%, or 100%, so that we know that

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Tonyia King: People during the training, or understanding what they are doing.

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Tonyia King: There are several different assignment types. The first one is reoccurring, which means it’s athlete on a schedule-based training setup.

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Tonyia King: The second, you can save as a template, which is for quick and easy use at a later date.

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Tonyia King: We have the resource only, which is an extra resource, no quiz, resource folder, and you can review it on demand.

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Tonyia King: And the last one is the assignment and resource. If they do get a video to watch, and it goes into the resource.

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Tonyia King: After… There are several different assignment options. You can exclude new or exclude old users.

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Tonyia King: This just keeps them from… For instance, a old user getting a new power orientation.

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Tonyia King: You can display the incorrect answer summaries. What that means is that it will tell you what questions you’ve missed, but it won’t tell you the correct answers.

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Tonyia King: And our standard expiration date is 366 days. However, that can be changed to never expire, expire on a specific date, or change the expiration period.

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Tonyia King: there’s…

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Tonyia King: different types of content, so you can select from the INFINITI Library, or you can upload things to come again.

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Tonyia King: You can filter the library by course, catalog, or keywords.

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Tonyia King: Add or remove with just one click, and as you can see right here, it will show you the total duration summary of the content.

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Tonyia King: In that assignment.

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Tonyia King: There are several different ways that you can add users. You can add company-wide, meaning everybody in the company can get the training.

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Tonyia King: You can add it based on a group. If you want to set up groups in your site, you can add…

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Tonyia King: For the group, or you can do individual assignments.

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Tonyia King: If you do accompaniable assignment, If you do a company-wide assignment?

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Tonyia King: The user groups, you can exclude users.

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Tonyia King: Set up so that if you had it company-wide, and you didn’t want the president of the company.

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Tonyia King: Be advised, users can be added at any time during the…

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Tonyia King: There are some notifications that can be set up. There are alerts for new use… for new training overdue.

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Tonyia King: Reminders… a day. The… You can also get notifications for admins and user notifications.

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Tonyia King: This can be adjusted to whatever works best for your company.

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Tonyia King: It’s real easy to publish the assignment. Once you fill in all of the tabs, you could just click the public button. If you see the assignment status as draft, then you know that something is missing. That’s an indicator that you need to go back and check and see what might be missing, fix it, and then you should be able to publish it at that time.

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Tonyia King: All of our training does generate a completion certificate. The certificate would have the name of the training, the user’s first and last name, the date that it was completed. These are customizable. We can put your company logo, signatures, and stuff like that on these certificates.

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Tonyia King: And they are… Downloadable from the site.

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Tonyia King: set up templates for your training. Often, like, in the distance a new hire orientation.

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Tonyia King: Let’s auto-fill settings and content.

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Tonyia King: To do reoccurring training.

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Tonyia King: It guarantees consistency, And…

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Tonyia King: You can add and remove at any point what is in these templates, and you can have as many templates as you feel you need.

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Tonyia King: The custom content… This is very handy.

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Tonyia King: Because it helps create proprietary courses, if there’s something specific to your company, we can put that in here, such as policies, handbooks, specific training for equipment.

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Tonyia King: You can activate, deactivate, and edit it at any time. Once it’s in custom content, you can assign it out just like a regular assignment.

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Tonyia King: And just be advised, your greatest asset and greatest liability is the behavior of your employees.

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Tonyia King: Now, with that, Ms. Ebony, I’m going to stop sharing, and I’m going to pass it over to you.

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Ebony Gayton: Thank you so much, Ms. Tonyia, and thank you guys for joining us this morning. I am going to demonstrate for you the

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Ebony Gayton: Assignments, as well as templates, and then we will go ahead and debut the new look of the classroom.

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Ebony Gayton: So, currently, we are on the Assignments Management screen. This is where you will notice that anything that has been assigned in the site, will appear here. Anything that you see

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Ebony Gayton: Active or started means that it has been published correctly into a user’s classroom, and they are able to start working on those assignments.

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Ebony Gayton: If you notice that there is an assignment on your assignments management list that is in draft status, that requires some work.

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Ebony Gayton: And requires us to go in and view that all of the steps have been completed.

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Ebony Gayton: So, what I will show you is how we get there.

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Ebony Gayton: So…

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Ebony Gayton: I will start an assignment from scratch without using any templates. Sometimes, when a user is not familiar with the site and unaware of how to utilize the templates, they’ll just start,

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Ebony Gayton: at Ground Zero, making a template, making an assignment. And so, we can just name this,

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Ebony Gayton: February training.

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Ebony Gayton: For 2026, and we’re going to just say we want to… Train on hours of service.

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Ebony Gayton: So…

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Ebony Gayton: Typically, the way we use the site for assigning, your name will be what you want the training to be, February

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Ebony Gayton: training for 2026. The description is either the…

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Ebony Gayton: Topic of the assignment, or if it’s corrective action, the name of the driver.

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Ebony Gayton: You will set your parameters for your… Beginning and end dates.

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Ebony Gayton: We also like to pay attention to the passing grade bar, most administrators choose to have

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Ebony Gayton: 100%, however, you can move it down.

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Ebony Gayton: To 70, 75.

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Ebony Gayton: FMCSA, is 80% passing, so, anything 80% and up is great, but it is up to you. You can set the passing grade however you want.

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Ebony Gayton: We also save it as an assignment and a resource in the classroom so that the driver has the option to go back and refresh at any time that they feel is necessary.

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Ebony Gayton: You do have assignment options as well, as Tonyia went over earlier. Excluding users created before or after an end date of an assignment will keep certain users from

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Ebony Gayton: receiving it. If that’s not an issue, we just simply go ahead and display the incorrect summary results so that the driver is aware of what they missed.

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Ebony Gayton: on the exam without having, to give away the correct answer. So, they’re able to study, see where they need to reinforce the training, and go back

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Ebony Gayton: And… and resume.

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Ebony Gayton: So we always leave that option open for them.

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Ebony Gayton: We’ll hit next.

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Ebony Gayton: And next, we’ll carry you to the ad content, where we will go ahead and you can search for a keyword.

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Ebony Gayton: Or you can utilize the drop-down and go into the different trucking packages that we have.

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Ebony Gayton: I said this was gonna be hours of service, so let’s go hours of service.

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Ebony Gayton: And everything that we have under hours of service in the trucking package will be brought up here.

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Ebony Gayton: You have the option to view

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Ebony Gayton: Whatever the content may be in a preview form by hitting the play button here.

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Ebony Gayton: If you find that the content matches the topic of ser… of… of…

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Ebony Gayton: question. You can go ahead and review the quiz.

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Ebony Gayton: To make sure that it is testing them accurately. And then you can hit Add.

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Ebony Gayton: That will add… The training module to the assignment.

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Ebony Gayton: And if you have enough videos, to complete the training that you want, say you want 15 minutes of training, you’ll just go ahead and add

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Ebony Gayton: 15 minutes of training.

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Ebony Gayton: The counter keeps track for you, so you can just add as many as you need.

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Ebony Gayton: You will then go to number 3, and this is very important, because this is how the assignment will be active and ready to start, or if it will not be deposited into the driver’s classroom.

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Ebony Gayton: So what you will do is determine if this will be a company-wide assignment, if it will go to a specific group, or if this is for an individual user. However you decide, you will open up that space, and then we can go ahead and…

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Ebony Gayton: Pig on somebody.

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Ebony Gayton: I’ll pick on myself.

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Ebony Gayton: And so we will hit Add User, and you will notice that the user has a trash can on the right-hand side, which means that the lesson is now ready to be published into the classroom.

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Ebony Gayton: because we are starting this from scratch, there are no notifications set. I like to always give the admin a completed assignment reminder.

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Ebony Gayton: Drivers will normally receive new reminders and overdue notifications. Notifications are set on a 4-hour queue upon assignment.

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Ebony Gayton: Overdue and reminders get 7 days before and 7 days after the assignment is due, so they will receive 3 system notifications regarding their assignment.

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Ebony Gayton: If you’d like, tags are new. You can file, what type of training this is under, if it’s new employee training, or ongoing training, or corrective action. It’s up to you, it’s not necessary, and it will not hinder the training at all.

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Ebony Gayton: You can also preview your logo and verify, that it looks correct on your certificates. And then, importantly, the publish button is now green.

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Ebony Gayton: Once that publish button is now green, you have completed all of your steps. You’ll hit the back button.

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Ebony Gayton: And now we have… This assignment, ready.

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Ebony Gayton: for, February training, hours of service, and it was assigned to Ebony. And so, if you…

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Ebony Gayton: want to utilize a template, because it’ll be something that you’re going to utilize over and over and over again, it would probably be best. So.

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Ebony Gayton: We go to Assignment Templates, And you’ll notice here, we have several already in our site.

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Ebony Gayton: But I’ll just, for the sake of showing you, we’ll go through the steps.

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Ebony Gayton: So, when you’re creating a template, the select template.

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Ebony Gayton: is not… not gonna be needed. We’re gonna go ahead and name our template, and we can name it New Hire Orientation.

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Ebony Gayton: And you can just copy and paste that in the description as well.

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Ebony Gayton: We’ll do the same thing and set the parameters for the assignment.

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Ebony Gayton: And then we will hit next.

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Ebony Gayton: Which will carry us to adding our content.

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Ebony Gayton: And so… You can go in here, and let’s just say…

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Ebony Gayton: I don’t know, everybody has different things in their new hire orientation, so I’m just gonna pick some stuff.

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Ebony Gayton: Probably isn’t even new hire orientation specific, but just for the sake of Example.

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Ebony Gayton: So, you’re setting up… your new hire orientation template. You’ve selected all of your content.

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Ebony Gayton: you’ll… Plug in your notifications.

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Ebony Gayton: Tags, again, are not necessary, but they are helpful if you need them, you can use them.

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Ebony Gayton: So now, we have…

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Ebony Gayton: Created a new hire orientation template that we are going to continue to use over and over again.

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Ebony Gayton: So now we’ll go back to Assignments.

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Ebony Gayton: And now, we can select out of the Select Template box, And scroll down.

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Ebony Gayton: To our new hire orientation.

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Ebony Gayton: It will fill in.

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Ebony Gayton: Most of the information.

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Ebony Gayton: You will still need to set your parameters for your beginning and end date.

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Ebony Gayton: You’ll hit next.

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Ebony Gayton: Your content will display. You can verify that all of that content is necessary. If it is, you can move forward. If it’s not, you can remove.

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Ebony Gayton: You can also replace.

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Ebony Gayton: and add.

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Ebony Gayton: So you can always modify your templates, either in the template management system or when you’re creating your assignment with the template. So it is very, flexible, and user-friendly, to modify those changes for you.

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Ebony Gayton: Once you’ve confirmed that your template is accurate, you can move forward again to number 3.

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Ebony Gayton: This is the most important step.

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Ebony Gayton: Because it ensures that it will be deposited into the classroom.

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Ebony Gayton: You’ll select a user or a group, Hit Add User.

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Ebony Gayton: That name now has a trash can, which is an indicator that it has been set to the classroom and is ready to publish, because the button is now green.

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Ebony Gayton: The notifications are going to be preset, because we did use the template.

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Ebony Gayton: We hit publish.

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Ebony Gayton: And now we have successfully created an assignment using a template, and we can always verify that the user

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Ebony Gayton: Did receive that training into the classroom by going to their profile and checking their classroom.

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Ebony Gayton: From the admin standpoint.

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Ebony Gayton: Maybe.

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Ebony Gayton: Sometime today.

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Ebony Gayton: There we go. So, this is a look at the classroom of the user that you’ve just assigned training to. These are the current assignments.

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Ebony Gayton: And so, you can return to the list, and…

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Ebony Gayton: Now we will display the new view of the classroom and how it breaks down.

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Ebony Gayton: So…

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Ebony Gayton: Out of all those assignments that you saw in my classroom, this is how it breaks down. It’ll show that I have two overdue.

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Ebony Gayton: 3… excuse me, 31 current.

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Ebony Gayton: I only have one completed assignment for a total of 34.

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Ebony Gayton: You will notice that your completed assignments, your resources are still here. You will notice that there is no longer a certificates view.

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Ebony Gayton: It will be under the Completed tab now, so if you click Completed.

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Ebony Gayton: All of the completed assignments will display.

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Ebony Gayton: You have the option to go here and open the certificate for the assignment.

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Ebony Gayton: You’re able to download and print from there as well.

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Ebony Gayton: Or you can just simply download the content certificate.

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Ebony Gayton: And it’ll go up here to your downloaded folder.

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Ebony Gayton: If you would like to see the test results.

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Ebony Gayton: These are available now here, and you’re able to download the driver’s or user’s exam.

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Ebony Gayton: as well.

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Ebony Gayton: And so, your overdue will display.

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Ebony Gayton: It will give you your due date. It will tell you how long the video is.

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Ebony Gayton: And this plus button here.

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Ebony Gayton: After the assignment is done, you can add it to your assignment and resources tab, where the driver is able to review it, in a different time at a

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Ebony Gayton: Point of refreshment.

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Ebony Gayton: You can search your assignments by keywords, if you don’t see them there, to see if anything will appear. If there are any questions, you guys are able to reach out to us, and we can do any background search work to assist you in that.

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Ebony Gayton: And that will be, our…

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Ebony Gayton: demonstration of assignments, assignments using templates, and the display of our new classroom. I will now hand it back over to Chuck for Q&A.

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Chuck Price: Alrighty. Apologies for, the, audio issues.

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Chuck Price: What we’ll do is we will have a… another recording

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Chuck Price: of that, presentation. I hope everyone can hear me okay now.

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Chuck Price: Is everyone able to hear me okay, team?

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Chuck Price: Okay.

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Chuck Price: Yeah, we would definitely, get that.

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Chuck Price: Sent out to you. We do have a few questions, in the chat. Let’s see…

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Chuck Price: Actually, I don’t think we have any…

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Chuck Price: Are there any questions out there?

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Chuck Price: We’ll leave it open for a bit.

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Chuck Price: If… if you do have any, you can submit those in the chat.

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Chuck Price: Let’s see…

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Chuck Price: Give me one second here, team.

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Chuck Price: Okay, there is a question, when is the new look going to go into effect? Currently, those will be rolling out

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Chuck Price: Starting this week, if you would like to go ahead and get that set, and added to your site, please reach out to your CSR and we can get that done immediately for you.

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Chuck Price: So, please, reach out. Let’s see…

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Chuck Price: I see a few hands going up, but I can’t access them here.

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Chuck Price: Any other questions out there?

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Chuck Price: As it pertains to the site, there are a few frequently asked questions that I’ll go over as we’re waiting on any other questions to come through the chat.

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Chuck Price: One of them is, can assignments be edited after publishing?

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Chuck Price: Yes, assignments can be edited. You can change the dates, you can add users, you can change settings. The complete assignment can be adjusted and updated in real time.

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Chuck Price: Another question is, what happens if a user misses the deadline? As Ebony talked about in the demonstration, there would be an automated overdue notification that’s sent out 7 days after the assignment is due.

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Chuck Price: Can you… can we reuse assignments for reoccurring training? Absolutely. This is a great function of the template as well, if you have a cluster of things that you’re going to be repetitively training over.

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Chuck Price: And you can set that on a frequency, quarterly, or annually, however you see fit, but you can definitely do that. It does save a lot of time, and, you know, just making adjustments to those assignments, you can always tweak those as well.

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Chuck Price: Can custom content be combined with library courses? Absolutely. We encourage you to use your proprietary content, along with the content that we offer to build the best training courses for your teams, so that is definitely something we can do.

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Chuck Price: And then are certificates automatically generated? Yes, anytime an assignment is completed, a certificate will be generated for that particular assignment.

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Chuck Price: Let’s see if you have anything else in the chat…

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Chuck Price: We have…

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Chuck Price: We do have someone’s hand raised in the chat. I am looking to find it.

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Chuck Price: Alrighty.

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Chuck Price: Mrs. Wickwear?

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Chuck Price: Can… you have it? Can you hear me?

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Ebony Gayton: We can hear you.

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Chuck Price: Okay, I was enabling audio for one of our clients, but it is not…

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Chuck Price: functioning properly. For any questions you have, going forward, please reach out to your CSR. We can answer any questions for you. If there are any prospects that are in attendance, we’d like to, offer you the opportunity to trial with us, and…

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Chuck Price: I will get that.

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Chuck Price: Populated as well.

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Chuck Price: So there will be a,

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Chuck Price: a poll for trials. If you’re interested in a trial and you’re a prospect attending the webinar, please let us know, and we’d be more than happy to reach out to you to get you set up on a trial.

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Ebony Gayton: There’s some more chat questions.

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Chuck Price: Let’s see…

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Chuck Price: Let me get over here. We’re not going.

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Chuck Price: Okay, we have a question for Dennis… from Dennis Emerson. He says, we’re not an Affinity client.

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Chuck Price: if we choose to become a client, do we have access to all the training opportunities, or is this just a flea safety training? Absolutely, you would have access, to the complete platform.

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Chuck Price: And again, with the custom content feature for things that are not in our library, you would be able to add those things to the site, and we would help assist with creating that content and getting that loaded for you.

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Chuck Price: Is there an upcharge?

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Chuck Price: For that, absolutely not. When you come on board, you get everything that was presented today, in addition to the ability to, add your custom content.

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Chuck Price: At some point. At some point, will the reminder email…

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Chuck Price: about overdue assignments be able to be adjusted to specific dates that we would like to… that we would like, and not just at 7 days past.

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Chuck Price: That would be a question that I would need to get with our IT development department. I don’t see why that wouldn’t be something that we would do in the future, for sure, but I would definitely reach out to IT and get back with you, Amber.

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Chuck Price: Let’s see…

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Chuck Price: Okay, last question?

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Chuck Price: Are the assignments updated each year? The assignments that are created will be updated at your discretion, depending on what you would like to add.

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Chuck Price: And,

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Chuck Price: removed from the assignments. I will say, when we create new content, where we replace things in the site, your templates and assignments will automatically be updated with that new content, so there’s no heavy lifting when we roll out new content.

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Chuck Price: To replace things that are already existing in the system.

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Chuck Price: How do we get new training uploaded?

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Chuck Price: We can definitely walk you through the custom content uploader. It is very easy and intuitive. There are several file types that we allow you to upload, along with the ability to add YouTube,

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Chuck Price: streams as well. So, if you’d like to reach out to your CSR, we could definitely get that, loaded, and if you are a…

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Chuck Price: Prospect, please, engage the trial. We will walk you through the complete platform and actually show you everything that needs to go through to get going with our product. Let’s see.

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Chuck Price: Will the new classroom change the way the mobile app looks, or will the mobile app layout remain the same? As of right now, the mobile app layout will remain the same. It has its own set of updates. The IT team is constantly developing new features for the app, but as it stands, it has its own set of developments and looks as well.

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Chuck Price: Any more questions out there?

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Ebony Gayton: Can you also let them know about the assignment remaining in the classroom for the one year, one day?

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Ebony Gayton: I didn’t go up there.

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Chuck Price: Go ahead.

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Ebony Gayton: Okay, so I, forgot to mention that even though in the classroom, when you create an assignment and it has an end date.

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Ebony Gayton: In our… as long as you don’t click the expire at the end date button within the creation of the assignment, your driver or user will still have one year and one day.

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Ebony Gayton: to complete that assignment, it will remain in the classroom for one year and one day, even if it’s showing that the assignment ended January 31st. They have until February 1st of 2027 to get that.

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Ebony Gayton: Assignment completed in the site before it will remove itself from the classroom, and it is no longer available.

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Ebony Gayton: I just forgot to mention that.

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Chuck Price: Right.

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Chuck Price: Looks like we have no more questions. We really appreciate everyone joining us today, and thank you. We will be sending out more webinar invites for additional features in the site over the course of the year, and we look forward to seeing you next time. So thank you again.