Training Accountability and Participation

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Amber Tankersley: Good morning, everybody. Thank you for joining us today for our Training Mastery Webinar on Accounting and Participation with INFINITI Fleet Safety Training. My name is Amber, and also we have Ashley on here with us, that we’re going to be doing the webinar today, just going through and talking about some things in the site for y’all with reporting.

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Amber Tankersley: So we enjoy and look forward to having you with us today.

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Amber Tankersley: So, a little bit about INFINITI and about us. So, INFINITI Fleet Safety Training, we have been in business for 26 years, working through, and,

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Amber Tankersley: Doing, training with trucking companies and in the trucking industry.

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Amber Tankersley: And we are, hey, Ashley, can you go to the next slide?

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Amber Tankersley: And so we help…

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Ashley Burnaman: I did tell me.

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Amber Tankersley: companies transform safety from a cost center to a measurable profit strategy. We are the number one in return on safety. We’ve helped complete over 190 million training sessions.

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Amber Tankersley: And, we have 3.5 million people that we’ve helped train, and over 5,000 safer fleets. So that’s just a little bit about INFINITI, and about us, and what we do, and our experience and time in the industry. So now I’m going to turn it over to Ashley for her to go through some things, and then I’ll do a demonstration in the site for y’all.

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Ashley Burnaman: Good morning, everybody. Like Amber said, my name is Ashley, and I’ve been…

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Ashley Burnaman: with INFINITI since October, and the reports actually are one of my

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Ashley Burnaman: biggest go-to’s when I’m helping out my clients.

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Ashley Burnaman: So, just kind of an overview of the reports. They’re there to help manage and monitor the training activity.

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Ashley Burnaman: And for using the reports dashboard is the quickest access to your training insights. It also helps sort and filter by the specific report data to find the information that you’re needing.

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Ashley Burnaman: And… Huh.

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Ashley Burnaman: Of course, with the dashboards, This is one of our biggest tools, when we’re helping…

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Ashley Burnaman: to gather the data that we need for you guys. It also could be one of your biggest tools. It’s the biggest access dat… for the data at a quick glance.

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Ashley Burnaman: Again, a quick view of daily, monthly, or quarterly activity.

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Ashley Burnaman: And all of our dashboards are clickable links.

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Ashley Burnaman: Going directly to the reports, whether it be the achievements, assignments, user data.

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Ashley Burnaman: Anything you may need out of the dashboard.

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Ashley Burnaman: And as you can see, we do have several different types of reports. The most often used

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Ashley Burnaman: Are gonna be your assignment status and assignment detail.

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Ashley Burnaman: As well as the assignment status complete, and for… ELDT.

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Ashley Burnaman: And that’s just a couple of the different reports that we pull.

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Ashley Burnaman: Or that, you know, we can help you to pull as well.

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Ashley Burnaman: with each… report. You are going to have drop-down filters. You can go through with

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Ashley Burnaman: Your assignment statuses, you can choose all or one user status.

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Ashley Burnaman: Username, group name, assignment name. This can be as broad or as specific as you need it to be.

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Ashley Burnaman: you… It can be one person, whole company, Whatever you need.

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Ashley Burnaman: And again, this is just some advanced filters for those reports.

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Ashley Burnaman: Again, being as specific as first and last name, or employee ID. If you’re utilizing the assignment tags, that… this… that’s a great feature in these reports as well, as it helps drill for the specific type of assignment.

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Ashley Burnaman: And… Of course, all of our reports can be exported to Excel.

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Ashley Burnaman: It includes a summary of the date ranges and any filters that have been utilized.

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Ashley Burnaman: The filters, again, do help to generate that report.

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Ashley Burnaman: All of the CSRs can run these reports and send them to you on a schedule via email.

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Ashley Burnaman: Whether you want them once a week, once a month, Whatever may help you.

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Ashley Burnaman: the best.

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Ashley Burnaman: And some, of course, are best practices, with… Track the training weekly, monthly, Quarterly.

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Ashley Burnaman: Ensure the notifications are properly set for users.

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Ashley Burnaman: If you want them to go out on specific time, or for specific statuses of the assignment,

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Ashley Burnaman: Proactively assigning training for future dates.

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Ashley Burnaman: Our recommended protocol is maintaining 90% or better participation rate, and assigning two or more ongoing trainings monthly.

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Ashley Burnaman: As well as, we recommend a 100% passing grade.

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Ashley Burnaman: But… Training across all departments in your company?

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Ashley Burnaman: And a big one is utilizing custom content.

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Ashley Burnaman: And truthfully, your greatest asset and greatest liability is the behavior of your employees. Behavioral change can be frequent, consistent, but it is required.

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Ashley Burnaman: And Amber, that’s, I think, the end of mine. If I missed something, Please tell me.

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Ashley Burnaman: But otherwise, I’m gonna hand it off to Amber and let her…

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Ashley Burnaman: Go through it a little more in depth.

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Amber Tankersley: Okay, great. Thank you, Ashley. Yes, we’re gonna get in here now, and we’re gonna do a demonstration on the site. So let me go ahead and get my screen shared for y’all, so that way you can see, and we will go ahead and walk through, and some of the dashboards and reporting in the system. So let me go ahead and get my screen shared for you.

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Amber Tankersley: Okay, great. So, you know, and of course, our slide presentation, you know, Ashley did talk about a few things in the site. So, when you first log in, you know, to the site, ideally, you’ll see this dashboard screen here.

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Amber Tankersley: And we’ll see that we’ve got some different dashboards that just give us a really quick little snapshot into the system. So the one here, of course, I want to click on is the assignment dashboard. This does give you just a really quick, broad overview of your progress

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Amber Tankersley: in the entire site. So, once this loads, it is… the default dates is going to be for the last 30 days. So that is what it is going to default in the system, that is what it is going to pull up. But you will notice up here that there is a bar that you can drag down to adjust the dates, and then there’s also a field here that you can as well, where you can go in and you can adjust the dates in the site to go in and look at assignments.

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Amber Tankersley: So, we’ll just pick a date here and go back, and then go ahead and click on that, and then once you do that, it’s going to go ahead and load your information down below. And then once it loads your information down below, you’re going to be able to see the progress in the site. Of course, for us, this is just a testing training site, so there’s not a lot that’s going on in here right now, but you will see that there’s been 4 assignments that have been assigned out.

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Amber Tankersley: You’ll see that there’s… none of them are completed. You’ll see that they’re all overdue, and then also you’re going to notice here in each one of these little boxes here, you see this little,

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Amber Tankersley: Icon up here, so if you click this, this will actually pull you out and open you up into a report.

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Amber Tankersley: That will show you the exact information that has been being filtered as an assignment status report on that report that we just looked at. So that is something that is available in here that it will show you in the system for you to be able to see.

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Amber Tankersley: And then, by looking at those little options down here, and then also these links down here as well. So you can click on these links also, and again, it’s going to pull you an assignment status or an assignment detail report for this information as a whole that’s being shown on that current dashboard.

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Amber Tankersley: And so just kind of… you’ll see there’s also one for you to look at your achievements, one for users, and then one for the assignments with the CSA scores.

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Amber Tankersley: And so if you want to dive in and look at those more, have questions, please feel free to reach out to your CSR and ask us. We’d be more than happy to walk through in depth and answer any more questions that you have. So now, we’re going to jump down here under our reports in the main menu on the left-hand side of the screen. So when I drop this arrow down, it’s going to give me multiple different reports on the site.

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Amber Tankersley: And some of the… we’re not going to look at all of these in depth, but I am going to look at a few of these, and again.

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Amber Tankersley: If there’s any of them that I didn’t look at that you want to look at more or talk about, again, reach out to your CSR, and we’d be more than happy to talk through it with you. But I am going to touch on our most common. The first one is going to be the assignment status report, so we’re going to click on that, and that’s going to open that up in the system.

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Amber Tankersley: Now, the report is going to default to show you the current month. So, that’s the progress that it’s going to show you, that’s the training and the information that it’s going to show you. But with this report, you’ll notice there’s multiple filters up here. So, a status, it is going to default to show you all the statuses that are available, but you can filter for specific statuses.

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Amber Tankersley: It is going to default to show you active users, but you can also drop down and look at inactive users.

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Amber Tankersley: You can adjust the date range. So with that, there’s a couple of different options. We can select our calendar here, and we can go down and look, you know, into the beginning of this year. We can go to 2025, whatever date range we want to go in and look at, select the date, and it’s going to go ahead

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Amber Tankersley: and filter, and it’s going to show you the information down below. And then if you want to look at information for the whole time span that y’all have been in the system.

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Amber Tankersley: There is a little eraser icon up here that says Clear Selections, and if you select that, that scrubs the dates, and it’s going to pull data going all the way back in the system.

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Amber Tankersley: You can filter for assignments that have been completed in the last 10 days, or 5 days, or other things like that. You can do that.

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Amber Tankersley: There’s the state, so the system does default to show you any active assignments, but you can also look at inactive.

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Amber Tankersley: There is a user filter here where you can filter for specific users, but honestly, if you’re wanting to look at training for a specific user, it’s easier to just go under user management and look at their individual profile, which we’ll circle back around, and I’ll show y’all that here in just a minute.

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Amber Tankersley: And then the other would be user groups.

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Amber Tankersley: And this is where you can filter and just select specific groups in the system that you want to look at. So we could go down here and we can select our driver group.

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Amber Tankersley: let’s see, in our office group, and our Texarkana group. So we’re just going to pick groups, and then it’s going to filter down here now, and it’s gonna show us those specific groups.

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Amber Tankersley: And you’ll notice now it’s got them over here, and then the users that are in those groups. And then the last option for here is you can also filter for specific assignments.

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Amber Tankersley: Here as well, so you can go under Assignment Name, and you can look at specific assignments. Also, and I’ll show you this in a minute as well, under the Assignments tab, each assignment also will have its own individual dashboard available for each assignment as well, to go in and look at those individually.

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Amber Tankersley: So, once you’ve selected your filters, and you’ve gotten the information down below that you’re wanting to look at, and you’re needing to pull.

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Amber Tankersley: Now that we’ve done that, if you look over in this area, and if the icons don’t pop up automatically, if you click over here, they will. There’s 3 little icons that are gonna pop up. And if we click on these 3 little dots.

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Amber Tankersley: That’s what’s gonna give us the option to export our report. We’re gonna go here, we’re gonna select export data.

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Amber Tankersley: And then you can do either the data with current layout or the summarized data. I would recommend using one of those two, the one that you want, and then tell it to export. And that is now going to take this, and it’s going to export it out into an Excel spreadsheet.

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Amber Tankersley: And so now, if I minimize and go up here in my downloads, and click on it.

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Amber Tankersley: And it’s gonna allow me to open up that spreadsheet that I just exported. And once you export out your spreadsheet, it’s gonna have all the information on it that you need in regards to the assignment, along with live links that you can access.

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Amber Tankersley: for the certificates and any of that information that you need. But once you export your report, you’ve got that data to use it however you need it, to keep it, put it in a file, send it to whoever needs to see the data.

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Amber Tankersley: So now we’re going to go down here, and we’re going to go and we’re going to look at a couple of the reports that are in the system. So there’s the assignment status and the assignment details. So the biggest difference between these two reports is the status report shows you the assignment as a whole. So you’ll see here, we can see, you know.

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Amber Tankersley: Status, username, first name, last name, assignment name, date, assignment completion, and then assignment certificate.

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Amber Tankersley: Okay.

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Amber Tankersley: So now, if we go down here and we go to our assignment detail report, and we’re going to pull that report up, and the detail report drills… it shows you everything that’s on the status report, and then it also drills down, it shows you the individual pieces of content within the assignment, and details about the individual pieces. So we’re going to look at that. I’m going to go ahead and just scrub the date.

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Amber Tankersley: And to get all the data to be able to look at it. And then once it loads, we’re going to dive in and we’re going to look at that a little bit, and I’m going to walk you all through what that looks like. So you’ll notice here we’ve added an additional filter that now allows us to drill down and look at the individual pieces of content within the assignment, in addition to the other information that we were looking at.

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Amber Tankersley: And now that we’ve done that, you’ll notice we’ve got, again, same information, right? But now we have assignment name, we also have a content name, we have duration.

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Amber Tankersley: Total duration, content duration. We have assignment completion, we have content completion, we have score.

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Amber Tankersley: grade, the number of attempts, we have the test details, the assignment certificate, and the content certificate. So again, it drills down, it gives us all of the specific information within the report that we can access in the system.

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Amber Tankersley: And that we can see. And just like with the other one, you can export this information as well.

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Amber Tankersley: So, those are the status and the detail reports, and then the next report we’re going to look at is the user list report. So, the user list report is going to show you just that. It’s going to show you all of your users in the system. Now, this report is going to default to show you active users in the system.

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Amber Tankersley: But… and it’s going to default to show you all active users. But over here, you’ll notice we do have several filters that will allow you to filter for different information.

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Amber Tankersley: With this report, we can see, of course, username, first name, and last name. We can see There,

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Amber Tankersley: Email or phone number, if it’s been added into their profile, you can see the notification preference. We can see their last activity, that’s the last time they logged in.

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Amber Tankersley: When they were created, what their role is in the system, and so we’re able to see all of that information in here when we go in and we look, and we see on the user list.

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Amber Tankersley: And just like with the other report, same thing. If you click over in this area, you’re gonna get three dots, and we can export this report out.

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Amber Tankersley: And so, this can be good if you’ve got somebody who, you know, is saying, oh, I logged in and did my training, and, you know, you can go here and say, well, according to the report, you’ve never logged in, and just other details and information that you can see on this report.

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Amber Tankersley: And then next is going to be our user license. So, with our system, we do have the ability to add licenses into the system, and be able to track it on the reporting. So, you can add, of course, CDL licenses, driver’s licenses, medical certifications, DOT physicals,

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Amber Tankersley: CPR certifications, HAZMAT. So, the nice thing about our system when it comes to licenses is it’s not just licenses. So, any kind of certification that they need to do, say, annually, every 2 years, or at any kind of interval of frequency, you can add that in here. Or, for example, we have companies that

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Amber Tankersley: require their employees to get, you know, like, their warehouse employees to get new, like, hard hats and work boots every year. You can even put that in and create that almost as a license, giving a trigger notification and reminder, hey, it’s time, you’ve got to get a new hard hat, you’ve got to get new work boots.

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Amber Tankersley: you need to go get your, you know, medical again, or any… anything like that. So with that, it allows us to be able to track all that information, and for you to have it on the reporting. And also, again, with this.

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Amber Tankersley: I’m not going to get into detail on this, but again, if you have more questions, you want more details on any of this, please reach out to your CSR. But with these licenses that you set up, we also have the ability to trigger notifications as well, when those are coming due. And so that’s also an option, and again, we can talk about that more with your CSR if that’s something that y’all are interested in.

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Amber Tankersley: That we have available in the system and through the reporting.

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Amber Tankersley: And again, you’ve got multiple filters on the report.

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Amber Tankersley: So then the next… the last one under here I’m going to touch on real quick is just the ELDT detail. Now, we are… we do have a future webinar that we’re going to be doing that is going to dive more in detail into the ELDT and licenses and some of those other things, but for those of you that are using ELDT for training, we do have this ELDT detail report that currently it doesn’t have any data.

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Amber Tankersley: We don’t have any ELDTs set up in this system, but it will show you the progress. So it’ll show you

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Amber Tankersley: if they’ve completed, if records have been submitted. If they haven’t, it’ll have the license information, the passing grade, and all of the information on this report in regards to ELDT. So again, if you have any questions about any of that, please reach out and let us know. We’d be more than happy to dive into more detail with you, in your site and answer any questions that you might have.

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Amber Tankersley: So, now I’m done looking at the main reports. We’re going to jump up here, and we’re going to look at a couple other things. So, first things I want to do is jump up to assignments. And as I mentioned earlier, when we were looking at the dashboards and when we were looking at the reporting, so…

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Amber Tankersley: under the assignment tab, next to each assignment, active assignment, you’re going to notice this little pie chart. So, if we click on this little pie chart here, what it’s going to do is it is going to pull up a dashboard just for that assignment.

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Amber Tankersley: It is going to show you the progress of that assignment. It’s going to show you how many users it’s been assigned to, how many users have completed it, what’s been completed and what hasn’t.

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Amber Tankersley: And also, it’s going to give you links down here for you to be able to go to reports specific for this assignment from this dashboard under the assignments. So, if you’re wanting to look at something assignment-specific, I highly recommend just going to the assignment, clicking on the dashboard, and you can get the information right here that you need, whether it be the dashboard or additional reporting from the links down here.

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Amber Tankersley: And so that’ll be available for all of your active assignments in the system.

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Amber Tankersley: And then lastly, we’re going to go up here and look at users, because I do want to look at and talk to y’all about a few of our, user-specific reports that we have in the system. And so we’re going to go up to users, and we’re going to go and we’re going to look at our users in the system here. So, for now, I’m just going to pick on me. So I’m going to go over here, and I’m going to click on this little view eyeball over here, which is going to click up my profile.

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Amber Tankersley: And when I do that, and I pull up my profile, I’m going to go over here to Reports. And when I go to the Reports tab under my profile, and where it has Select Report and it has none, it’s gonna give us a drop-down menu, and we’ve got some… these reports are going to be user-specific reports.

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Amber Tankersley: And so, for just me as a user. So the first one I want to talk about is this user content completed report. So, this report shows

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Amber Tankersley: Every piece of content that a user has completed in the system.

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Amber Tankersley: So… It’s gonna show you it doesn’t matter whether the assignment is active, expired, inactive.

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Amber Tankersley: it does not matter. It is going to show every piece of content that I have ever completed in the system is going to be shown on this report for you to have all of the records. It’s going to have the assignment name, the start and end date, the content, again, the grade, the status, and it’s going to have the certificate links, the date and time stamp, it’s going to have all that information for just me.

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Amber Tankersley: And again, if you click over in this area.

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Amber Tankersley: We’ll get our little icons that pop up, we can click our three dots, we can export out this data report, and you can have all the records for the training that I’ve completed. So, if y’all ever get audited.

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Amber Tankersley: or have, you know, an accident that happens, because it does happen, this is where you can go in and you can get all of the records for that specific user or specific person that you need. And again.

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Amber Tankersley: You have access, of course, to all of this reporting, but you do also have us as your CSRs that are more than willing to help you with any reporting or anything that you need as well.

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Amber Tankersley: The other report I want to touch on, too, under the individual users is this user history report. So the user history report, that, for us internally as CSRs, is probably the report that we use the most when your drivers call in and need help.

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Amber Tankersley: So, when your drivers call in and they have questions and they need help, whether they say, I’m trying to log in and I can’t get in, or I have questions about this training, or I thought I did my training, we go and we look at this report, because this report in the system shows us

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Amber Tankersley: every action that a user performs in the system. So it’s going to show you

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Amber Tankersley: Every time they log in.

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Amber Tankersley: Every time they start a quiz, every time they finish a quiz, every time they start a video, an assignment, it’s going to give you all of the details in the system. The passing grade, if they failed.

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Amber Tankersley: again, it’s going to show you everything. And then also, if we scroll over here, it’s going to give us a few other pieces of information. So not only is it going to show us when they log in, it’s going to have the links for the certificates, but if you’ll notice up here, it’s going to have the

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Amber Tankersley: the IP address.

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Amber Tankersley: that they’re logging in from. It’s gonna have the operating system, like, of the type of device that they’re on, if they’re on a computer.

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Amber Tankersley: If they’re on an Android, if they’re on an iPhone, it’s going to have the version, and then it’s going to have the browser or the app version that they’re on that they’re logging into. So, sometimes what will happen, actually a lot of the times, is they’ll be logging in, but their browser or their app will be out of date, and because it’s old and out of date, things won’t be loading properly, so we can go in and we can look at this.

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Amber Tankersley: We can make sure that their stuff is updated. If not, we’ll help them get it updated. And again, it gives you all of this information in the system about the user, what they’re doing in the system, if they’re actually logging in and completing their training or not. So it just gives you a great snapshot of everything that’s going on in the system with the individual user.

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Amber Tankersley: And so that is, of course, the user history report.

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Amber Tankersley: And then, as I mentioned earlier, when it comes to the status and detail, if you’re needing to look at a status or a detail report for just a specific user, I recommend going here, and again, looking at it, and you’ll be able to pull up the status information or the detail information for just that individual user in the system.

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Amber Tankersley: And so, that is just kind of a brief overview of our reports that are in the system, under the main reports, and then, of course, under the individual users as well.

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Amber Tankersley: I… and then, of course, we’ve got some additional reporting as well in the system, and some additional filters. If y’all have any questions about anything that wasn’t covered, or was covered, and you want to talk about it more.

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Amber Tankersley: please reach out to your CSR, let us know. We are more than happy to answer any questions that you might have to help you out with anything that you might need help with. And again, as I mentioned earlier, and as Ashley talked about, we are also able to, and more than willing to run reports for you, you know.

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Amber Tankersley: Monthly, twice a month, weekly, anything like that on a set schedule, we can run it for you, and we can send those to you as well to help you be able to track your training, keeping up with it, making sure that it’s being completed and that it’s being done, because

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Amber Tankersley: It doesn’t do any good for training to be assigned out if the training’s not actually being completed, and being done, and being documented. With that third-party date and timestamp that we have in the system for y’all that shows the documentation, the logged records, and everything that the training has been assigned out, and that the training has been completed in the system.

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Amber Tankersley: So,

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Amber Tankersley: Lastly, we’re gonna go ahead, I’m gonna stop sharing my screen real quick, and then I’m gonna go ahead and I’m going to pop up a poll on the screen, so if we’ve got anybody on here that is not a current client that would be interested in looking more in the system and seeing more about what we have available, we do have the option for y’all to do a 30-day trial with us, where y’all get full access to the site.

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Amber Tankersley: for 30 days, where you can go in, you can check it out, you can test out the reporting, assign out training, see anything else in the system that you would want to look at. So if you would be interested in possibly doing a 30-day trial, please answer the poll questions here at the end, and somebody from our sales department will reach out to you about that, and see about getting that started, so that way you all can check out the site.

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Amber Tankersley: And see what we have.

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Amber Tankersley: So, thank y’all for joining us today. We’ve really enjoyed it. Ashley or Chuck, were there any questions in the chat that you think that we should address here in the meeting together?

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Chuck Price: You know, man.

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Amber Tankersley: No? Okay.

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Chuck Price: Yep.

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Amber Tankersley: Okay, well then, I think we’re, probably good then. Again, thank you so much, y’all, for joining us today. We enjoyed having you all with us for our, training mastery session today, talking about reporting.

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Amber Tankersley: Have a wonderful day!

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Chuck Price: Thank you so much.