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Webinar Replay #125: The Safety Meeting is About to Change

Introducing Live Training

Transcription

1
00:00:02.090 –> 00:00:17.060
Lydia Wommack: Hi, everybody! Welcome! We are so glad to have you here this morning. We got a big group here, because brand new feature, hitting right now, and we’re so excited about it. This is something that’s been in development for…

2
00:00:17.290 –> 00:00:23.460
Lydia Wommack: I don’t know, I’d say a couple months. It feels like longer, but I think in February is where we really started talking about this.

3
00:00:23.500 –> 00:00:43.950
Lydia Wommack: And so we are so delighted to have gone through the testing and development of at least Phase 1 very quickly. Thank you, Randy and Ash, from IT, for that, and we’re really excited to share it with y’all today. As a quick reminder, feel free to hop in chat and ask any questions, throw out any comments.

4
00:00:43.950 –> 00:00:50.279
Lydia Wommack: Very glad to have you jump in over there, and we’ll just answer questions live as they come in, if there are any.

5
00:00:50.280 –> 00:00:57.849
Lydia Wommack: Let me do some introductions. I’m Lydia Womack, the Head of Marketing and Partnerships for INFINITI. We have our crew here. Bill?

6
00:00:59.090 –> 00:01:04.029
Bill Dorfner: Hello everybody, I’m Bill Dorfner, I’m the Safety and Risk Training Manager here at INFINITI.

7
00:01:04.970 –> 00:01:13.049
Lydia Wommack: Thanks, Bill. And Bill hosts our boot camps in Dallas, so you’ve probably seen him lead a webinar, or maybe met him live at an event.

8
00:01:13.050 –> 00:01:26.320
Lydia Wommack: So, if you haven’t, take a look at our webinars. We have several every month, and Bill hosts at least one event a month live in Dallas. The dates are listed online. We also have Chuck Price. Chuck.

9
00:01:26.320 –> 00:01:27.230
Lydia Wommack: Hey, Chad!

10
00:01:28.060 –> 00:01:31.180
Lydia Wommack: Oh, you’re muted. Chuck’s our Client Success Director.

11
00:01:31.440 –> 00:01:36.699
Chuck Price: Yes, good morning. I am the Clint Success Director, and happy to have all you here today.

12
00:01:37.610 –> 00:01:53.260
Lydia Wommack: And I don’t… I don’t think, we… I don’t think Randy and Ash want to go on camera, so I won’t make them, but Randy and Ash from the IT team, of course, Victoria from marketing. So, gang’s all here, and very glad to have you all. So, let’s take a look. We have this new

13
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Lydia Wommack: feature of the LMS that’s rolling out, and surprise, it’s going live tomorrow.

14
00:01:58.850 –> 00:02:22.980
Lydia Wommack: And, you know, first, before we really talk about how the feature came about, I want to remind you a bit about who we are. Of course, if you’re here, you probably already know us, but it’s really important to us to remember kind of where we came from and what we do. And of course, first and foremost, we have an LMS to provide proactive and preventative training to safety-sensitive businesses, to fleets and other safety-sensitive industries.

15
00:02:23.470 –> 00:02:46.649
Lydia Wommack: school bus drivers, manufacturing, you name it. We’ve now hit a major milestone that we were just celebrating last week, 200 million training sessions delivered. It’s a huge milestone for us, we’ve been doing this for a long time, and we’ve really seen where proactive, preventative training has a big impact on the operation. You can reinforce your process, you can reinforce safety and values, and

16
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Lydia Wommack: As a result, you’ll see more consistent

17
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Lydia Wommack: behavior, you’ll see fewer accidents, fewer incidents, fewer claims. Last year, I think it was last year, we rolled out digital checklists, which is another new

18
00:02:57.690 –> 00:03:21.920
Lydia Wommack: element within the LMS atmosphere, but it can be used separately, and it’s the ability to really, set up a workflow with a digital workflow for your processes, or to create a digital survey, or as it is, a checklist, an inspection. So, a lot of capabilities there. And we just keep tinkering and playing, and today we’re going to show you a new addition

19
00:03:21.920 –> 00:03:37.269
Lydia Wommack: And I think for some of you, you haven’t seen… may not have seen our new user interface, too. IT’s been really busy updating the user experience and the interface, the overlay, so, visually looks a little, updated, might surprise some of you, so…

20
00:03:37.440 –> 00:04:01.730
Lydia Wommack: We’ll fly through here. I think behind everything we do, you know, we show up, we do the right thing, we say… do what we say we’re gonna do, and we’re kind, and we really answer our clients when they call. And that’s what leads me into this live training and where it came about. We were sitting in boot camp in, I think it was February of this year, and talking to some of our clients, our prospects, our former clients, about what they really face.

21
00:04:02.350 –> 00:04:18.550
Lydia Wommack: out in their job day to day, and this picture, I think, is emblematic of what we heard come up a lot, which is, oh my gosh, I’m tired of talking to an empty room, or I’m tired of talking to somebody who’s nose-deep in the phone. How do I, as a company, as a safety manager.

22
00:04:18.550 –> 00:04:25.210
Lydia Wommack: as head of operations, how do I make sure that everyone in my company is actually hearing me?

23
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Lydia Wommack: And of course, we for a long time have said.

24
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Lydia Wommack: online training is not the only way you should be communicating with your company. It is one really core, critical element of your training program, because you do need to have the proactive, the preventive, you do need to document training, but… but you also can’t replace an actual interaction.

25
00:04:44.360 –> 00:05:08.399
Lydia Wommack: Right? There’s a time and a place for that. You have… Bill’s nodding his head, because he’s been there, he’s done the job. You have to have the toolbox talks, you have to have, you know, the hands-on with the equipment. There’s a time and a place to look somebody in the eye, coaching sessions, and have a real conversation with somebody, and that has to be a key part of it, but again, how do you ensure that everyone hears the message, hears it consistently? You know, when we have Jay, our CEO, walk into the company and

26
00:05:08.400 –> 00:05:13.089
Lydia Wommack: He wants to communicate the new vision, or what’s going on for the fiscal quarter.

27
00:05:13.100 –> 00:05:16.020
Lydia Wommack: He wants to know that everybody in the company has received the message.

28
00:05:16.090 –> 00:05:36.900
Lydia Wommack: And so this came up in conversation, and one of our fleets said, you know, I really would love to have the ability to do a live meeting, but we don’t issue emails to all of our drivers, and we’re not going to get them into our Zoom network or get them into our team’s network, but we really want to be able to have a documented but live conversation, so…

29
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Lydia Wommack: inter-IT, they, they whipped it up. It’s, developed within the, kind of Teams framework, because we’re an Azure house.

30
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Lydia Wommack: And we… we decided, let’s see how we can tackle this. Let’s see how we can tackle the problem of low participation, low engagement, and really that question of, has everybody heard the message? Because you want to have

31
00:05:58.350 –> 00:06:16.829
Lydia Wommack: the same expectations delivered across your company. And when you have a fleet or a company that has multiple locations, several terminals, that can be a real challenge. So, those were the challenges at hand, addressing participation, addressing engagement, consistency in message, and then I think the additional challenge is

32
00:06:16.920 –> 00:06:21.829
Lydia Wommack: When you’re doing, live meetings, or you’re doing coaching sessions.

33
00:06:21.940 –> 00:06:35.400
Lydia Wommack: That all ends up documented as a pile of paper, if it’s documented at all. And so, we took a look at our system, and one of the things that we do really well is documentation. We’ve never lost data. We, you know, document every training that’s assigned.

34
00:06:35.610 –> 00:06:47.309
Lydia Wommack: And so I think we’ve come up with something that not only addresses the comprehension need, the ability to reach the entire company, it also addresses the piles of paper that stacked up, saying, yeah, sure, we had the conversation, check, check.

35
00:06:47.410 –> 00:07:01.349
Lydia Wommack: So, with that, you know, I think, oh, yep, was the meeting effective? That’s another one. Did they actually understand something from it, or was everyone just, like we showed in the picture, heads down in their phone the whole time? Comprehension is a big issue.

36
00:07:01.540 –> 00:07:09.789
Lydia Wommack: And Bill, you’ve seen this live, so I’m actually gonna ask you to step in, and like, how often as a trainer, as a safety director, did you

37
00:07:10.110 –> 00:07:12.819
Lydia Wommack: Did you experience this issue of…

38
00:07:13.410 –> 00:07:17.169
Lydia Wommack: Question, kind of, where drivers really were on comprehension.

39
00:07:18.520 –> 00:07:26.790
Bill Dorfner: Yeah, absolutely, that’s a great question. And, you know, I’ve done safety meetings all over the country from my previous experience as a safety director, and

40
00:07:26.790 –> 00:07:47.380
Bill Dorfner: And, you know, you walk in there, and you can come in with the best presentation possible, but especially if you’re in a big room, and there’s round tables set up, and there’s people in the way in the back corner, and all, it’s hard to gauge whether or not people actually understood what you were talking about. And also, there tends to be very little follow-up

41
00:07:47.380 –> 00:08:07.490
Bill Dorfner: on a live meeting, you know, and you can do quizzes and stuff afterwards, but there’s no recording, you know, it’s very hard to follow up with that. But I’ve definitely been in those meetings, and as engaging as I think I might be, you know, you look over in the corner, and you see that driver that’s kind of nodded off, or whatever, so…

42
00:08:07.560 –> 00:08:20.879
Bill Dorfner: You know, it’s great to have a tool where you know who’s there, and you can… they’re right there on the screen, you know they’re, you know, awake, and it’s great to have this tool for that.

43
00:08:22.080 –> 00:08:38.799
Lydia Wommack: So, what is it? Well, live training is the ability to host a video meeting, and it can be one-to-many, one-to-one. In the system, you can actually schedule the meeting. It shows up in a driver or an employee’s classroom on INFINITI.

44
00:08:38.809 –> 00:08:49.640
Lydia Wommack: And then you can meet live. It’s a video meeting system, right? So you have the ability to share screen, you have the ability to interact and raise hand and answer questions. At the end of it.

45
00:08:49.640 –> 00:09:06.479
Lydia Wommack: You can attach a quiz, so anyone who’s attended this live meeting, again, whether it’s one-on-one or one-to-many, there’s a quiz component, and maybe you want that to be just a digital e-signature at the end, or maybe you actually have specific questions you want somebody to answer to address that comprehension aspect.

46
00:09:06.480 –> 00:09:25.299
Lydia Wommack: But a quiz is attached. And then, most importantly, it’s recorded and documented and assigned to anyone who couldn’t make the meeting. So, this is, I think, the closest thing to guaranteeing 100% participation. It requires that you then follow up and hold people accountable for following through, but that assignment is dropped right into the classroom for anyone who didn’t attend.

47
00:09:25.300 –> 00:09:28.280
Lydia Wommack: So that you can make sure everyone saw the message.

48
00:09:29.090 –> 00:09:32.249
Lydia Wommack: It’s a great, great way to really house

49
00:09:32.350 –> 00:09:40.690
Lydia Wommack: All of your conversations, or all the conversations you want documented in one place, because then, at the end of it all, you click a button and pull a report.

50
00:09:42.420 –> 00:09:45.750
Lydia Wommack: So, I think benefits here are…

51
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Lydia Wommack: are many. We’ve talked about meeting across many locations,

52
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Lydia Wommack: Bill, have you traveled around to train? Probably in your years, yeah.

53
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Bill Dorfner: Yes.

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00:09:58.520 –> 00:10:03.919
Lydia Wommack: So, would you say that your message is consistent from place to place?

55
00:10:04.990 –> 00:10:08.749
Bill Dorfner: You know, as hard as you try to be consistent,

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00:10:08.750 –> 00:10:30.789
Bill Dorfner: you know, it’s always going to be… it’s a different audience. You know, there’s always different dynamics of when people show up, and you’re in a different room each time, you know, maybe you’ve got a small meeting room over here, you’ve got a large banquet room at the next one, and so the dynamics are always different. The group is always different, and as much as you try to stay consistent with that presentation.

57
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Bill Dorfner: Trying to do it in different locations all the time, it’s very difficult.

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Lydia Wommack: I think probably also you run into different questions at different locations, and probably really valid questions that you wish everyone else had heard, too.

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00:10:45.250 –> 00:11:00.449
Bill Dorfner: Yes, that’s a great point. You know, there are definitely times, you know, where I’ve done safety meetings, and I’m like, wow, that was great, and there was a lot of good engagement and good questions, and then the next time you’re there, and it’s kind of, you know, an audience that’s really not… not asking the things, and…

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Bill Dorfner: maybe they’re thinking about the things that were asked at the other location that you were just at, and it would have been good for them to hear that question. So, you know, doing things this way is you can bring people in from all locations at the exact same time, and everybody can hear those great questions and comments that come up.

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Lydia Wommack: Other notable features, for this element, because we’ve really been thinking it through, is, of course, everything that we build, just about everything is configurable. You know, we get enough requests, hey, can we have it in blue? Hey, can we have it… not really in blue, but hey, can we… can we disable this aspect, or can we require this? And so, the IT team, the development team is really great about making sure that

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Lydia Wommack: what we build is configurable, can be customized, and that’s true here, too. So you can configure your quiz at the end. You know, you have the ability to set it up kind of in the way that you do an assignment, already within the INFINITI platform with a passing grade and other requirements like that.

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Lydia Wommack: And you have the ability to bring your own content. You can share your screen, which is, you know, fantastic, because not only are you limited to, you know, your spoken word, you can have a presentation, you can pull up a web page, you know, anything that you want to pull up within that presentation, you can.

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Lydia Wommack: So, a lot of capabilities here. And again, after it’s over, you have that ability to check everything, follow up and make sure that everyone has seen the message. I mean, that’s running a completion report and seeing who’s actually completed the assignment, who’s done this. That does take work on your part to actually enforce it.

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Lydia Wommack: We can’t do that for you, but we can make everything else as easy as possible to make sure it’s delivered to everyone, that their completions or their progress is documented, so that you can do, you know, that skull cracking where you need to.

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Lydia Wommack: And then, of course, our reports and dashboards make it, you know, a lot easier for you to stay on top of that.

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Lydia Wommack: Yeah.

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Lydia Wommack: Yeah, go ahead.

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Bill Dorfner: I was gonna say, you know, a few things come to mind with this is when I first started doing safety meetings, I was told that the sign-in sheet was probably just as important as the content that we actually covered. That shows that you did the meeting, that shows who was there. This is a great tool for that, because you automatically have everybody signing in.

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Bill Dorfner: The content, when you’re presenting, the ability to share your screen and that kind of thing, I know for myself, I do love in-person meetings, but I know for myself, everywhere you go, it’s different AV equipment, sometimes you have glitches, sometimes you can’t share things.

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Bill Dorfner: this is much more seamless for that. And then that follow-up,

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Bill Dorfner: that quiz at the end, instead of, you know, passing things out in a room and collecting quizzes and taking a look, this is… this is right there. It’s automatically in there. They answer a few questions, however… whatever questions you want, and it’s automatically recorded. It just saves a ton of time and energy, and takes out some of those other little glitches along the way, when you’re trying to do those… those in-person meetings. Not to mention all the travel, you don’t have to…

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Lydia Wommack: Yep. Yeah, I think really making sure that all those piles of paper are captured, and you’re not having to then get back to the office and enter something into a spreadsheet or document it somewhere, it’s just done.

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Lydia Wommack: What a dream.

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Lydia Wommack: Now, Diane, asked in chat, would there be any streaming issues if we wanted to screen share and play dashcam videos, or safety… of safety incidents? And by the way, I love that, because that’s such a good way to

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Lydia Wommack: train your fleet, and show, like, near misses, honestly, are sometimes even better than actually showing a, you know, a crash or an incident, because it’s a good way to start a conversation. So streaming issues, I can’t answer that. Randy, you have an answer to the streaming?

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Randy Mitchell: We haven’t directly tested that, but I would say that, I mean, if you’ve ever shared a video

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Randy Mitchell: during, like, a Teams or a Zoom, sometimes it’s a little bit less than desired, but it is possible. So, I think you would be able to do it. I don’t know, you know, a lot of that depends on the bandwidth on the other end, right? So, it could… it could… I think it can be done, I just don’t know what the results are gonna look like, because we haven’t tested it, so…

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Lydia Wommack: So when you say bandwidth on the other end, do you mean the, the…

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Randy Mitchell: Driver.

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Lydia Wommack: The employee who’s sitting on the other side may be in bad internet connection, and therefore it comes through laggy.

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Randy Mitchell: Exactly.

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Lydia Wommack: Okay, okay. Well, it’s going to be something that we test, and Diane, I would love to hear your feedback, what you hear from that, as you try that out, because it is such a really good way to, to really show

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Lydia Wommack: with your own equipment, your own drivers, you know, a bad situation, or a really… a situation that was handled really well, and that can have a big impact. It’s a way to really catch people’s attention. You know, we always say, like, generic is good, right? You want to check the box when it comes to regulation. You want to show people,

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Lydia Wommack: What they need to do, but the best training depicts your own team, your own equipment, your own situations, your own routes, so that’s a really smart way to handle it.

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Lydia Wommack: And yeah, looking forward to hearing back on that.

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Lydia Wommack: So I’m going to show you now fly-through… whoop!

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Lydia Wommack: a fly-through. Victoria, recorded. You can actually see how we set it up. So, first things first.

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Lydia Wommack: The live training meeting, once it’s scheduled, shows up in the driver or employee’s classroom. So where they’re already going to take the assignments that have been assigned, that’s where it’s going to show up. And then Victoria’s going to do a fly-through video here showing how you create

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Lydia Wommack: The live training meeting.

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Lydia Wommack: Welcome to our live training introduction.

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Lydia Wommack: You’ll see here on the dashboard, that… In the classroom.

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Lydia Wommack: Where your assignments show up, this is gonna be the same place that your live trainings show up.

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Lydia Wommack: Back from the dashboard, as an admin, you will have this button to access live training and build your live training meeting schedule.

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Lydia Wommack: Inside of the training, we can search for trainings, we can filter things out.

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Lydia Wommack: Filter them by status, by tags, by time.

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Lydia Wommack: And you can add a new live training session here.

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Lydia Wommack: Here we have marketing weekly meetings and coaching sessions that we’ve already built in.

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Lydia Wommack: Let’s begin a new live training.

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Lydia Wommack: As you progress through each step of setting up the training, it is very important that you come down here and click the next button, so that way it saves the information and moves into the next page.

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Lydia Wommack: Right here, we’re going to add the name of the meeting. We’re going to say we flew Safety Meeting.

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Lydia Wommack: And we’re going to use the same name for the description today.

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Lydia Wommack: This is where you can adjust the passing grade for the quiz, and down here we have expirations.

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Lydia Wommack: You can change it to does not expire, have it expire on the end date of the quiz, or have it expire after a certain period of days.

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Lydia Wommack: For the sake of this training, let’s make it 7.

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Lydia Wommack: Next.

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Lydia Wommack: Organizers?

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Lydia Wommack: And participants. And Lydia as the organizer.

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Lydia Wommack: And myself, as the selected participant.

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Lydia Wommack: Here we have the meeting date. We’re going to set this for today.

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Lydia Wommack: No, no.

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Lydia Wommack: And the end time, of course, has to be after the beginning time, 1PM.

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Lydia Wommack: The availability of live training in the classroom is going to appear… One day before the meeting.

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Lydia Wommack: The meeting link will be available 5 minutes before the start time of the meeting, which means that if everybody logs into their classroom, they will see it there. They will not be able to click on it until 5 minutes before the meeting starts. For this example, that would be at 11.55 AM.

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Lydia Wommack: Here’s an overview of all of your details for your meeting.

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Lydia Wommack: Next.

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Lydia Wommack: It’s going to take us to the notifications.

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Lydia Wommack: So let’s have everyone notified.

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Lydia Wommack: Turn on notifications.

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Lydia Wommack: When new training is available, we’ll notify everyone, and for the sake of this example, I want only the admins to know if something is completed or overdue.

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Lydia Wommack: Here, we’re going to add a tag.

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Lydia Wommack: Because this is going to be our safety meeting, we’re going to select safety Meeting.

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Lydia Wommack: This is going to simplify the searching process when you want to add this as another required training or a new meeting.

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Lydia Wommack: This is the certificate of completion that will be sent out to each participant at the end of the meeting.

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Lydia Wommack: The summary page is going to display the summary results of the quiz.

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Lydia Wommack: Whether or not you can restart the quiz, restart the content.

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Lydia Wommack: The media player, fast forward, only on the first attempt.

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Lydia Wommack: Turn that off.

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Lydia Wommack: Do you want your users to be able to use full screen, restart, rewind, settings?

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Lydia Wommack: And how you can fast-forward.

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Lydia Wommack: Roll this up, now it’s changed that fast-forward setting to 30 seconds instead of 5.

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Lydia Wommack: At the end of this, we will select Publish, and now content has become available.

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Lydia Wommack: We click back to this page.

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Lydia Wommack: You will see that we can add our quiz.

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Lydia Wommack: into the meeting. This one has already been added. If we had more

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Lydia Wommack: Selections for custom content in here, all of those would be available to add that meeting.

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Lydia Wommack: Okay, so it was a quick fly-through, and we invite all of you to jump in and play around with this feature. We can do it in your own site, if you’re a client, we can do it in a trial setting, or a demo site to play around. A couple things to call out there. When I first set it up, so I was given no instructions, I just got in there to try and… and they said, set one up.

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Lydia Wommack: And I did it, and the reminders, the flow of, okay, here, you know, as you’re setting it up, that says, okay, your meeting is on this date, this is the date it’s going to drop into the classroom, this is the date, you know, all of those things, that actually caught me when I had gotten one of the dates wrong, so I was, glad to see that check. It kept me sane as I was scheduling things.

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Lydia Wommack: When it comes to tags, Victoria tagged safety Meeting, I think other tags, you know, you can add whatever tag you like. I think it makes a lot of sense to have one-on-one, or coaching, or corrective action as a tag. Another tag that would make sense would be maybe an all-company meeting.

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Lydia Wommack: We’ve definitely heard of clients who do all-company meetings, especially when you’re talking about profitability, and you’re talking about, you know, where drivers’ behavior is impacting spend, maintenance, operations. So all-company meeting might make a lot of sense, rather than safety.

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Lydia Wommack: Or operations meeting,

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Lydia Wommack: trying to think what else. You know, all company, also, when you’re talking about safety culture and really trying to

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Lydia Wommack: instill company values within the entire company. So, there are a couple ways you can play with tags. Those are always customizable to you, so you can set that up in advance. And then, I noticed on the certificate, so our logo, of course, is all over it, because this is our demo site, but for our clients, you can have your logo, you can have your signatures, that’s customizable, too. I’m seeing a lot pop in chat, so let’s just see.

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Lydia Wommack: Yes, we will send a recorded version of the training, absolutely, anyone who wants to take a look.

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Lydia Wommack: Oh, Diana. Diane, thank you very much. She said, this looks really slick, very impressive, and…

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Lydia Wommack: Yeah, real-time engagement interaction is so important, so thank you.

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Lydia Wommack: So…

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Lydia Wommack: really, we’re excited about this, we’re excited to play around with it. What we love is that it’s one… one platform with more ways to connect with your fleet, more ways to train, more ways to communicate, and really, that’s what we want is results at the end of this. We want to help you all talk to your people, help you reinforce what your policies, expectations, procedures are, really help you

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Lydia Wommack: target the areas that you want to target, maybe that’s CSA score improvement, accent reduction, maybe it’s related to specific claims, maybe it’s related to fuel consumption, you know, whatever it may be.

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Lydia Wommack: and we like the addition of an actual conversation, because you really, you know.

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Lydia Wommack: You can train all day long, but at some point, you need to humanize it, and do that one-to-one coaching, or humanize your company when you’re talking safety culture.

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Lydia Wommack: Bill, do you have any thoughts on, you know, using this for one-to-one, or using this for all company?

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Bill Dorfner: Yeah, absolutely, and I just… I want to call out that comment by Diane, too, because, you know, finding the time that works for the majority of drivers is difficult, and, you know, having done, you know, usually it’s the Saturday morning safety meeting, but that means, you know, drivers have to get up on a Saturday morning and get there, and they have to drive to and from, so this saves a ton of time with that.

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Bill Dorfner: Great, great point there. Yeah, you can use this as a company-wide meeting, but it’s also great for coaching, too, and on that one-on-one coaching. And I’m a firm believer that, you know, it has a lot more impact when you are able to look at somebody.

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Bill Dorfner: and do that coaching versus on the phone, or even just, like, typing a message into your Motiv, or your Samsara, or whatever your ELD app is, and say, you know.

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Bill Dorfner: saw your speed and slow down. This has much more impact, and it gives that more personal approach to it as well. We all know that through, you know, emails and so forth, context gets lost, and even on the phone, when you can’t see somebody’s facial expressions.

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Bill Dorfner: So, this is… this is great for all of those, and I just absolutely love this tool. I’m stoked about this tool, because there’s so many different ways that you can use it, you know, and even just in smaller teams, if you want, you know, just your…

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Bill Dorfner: you know, one in your safety department, or your recruiting department, or your ops area. You can use this in so many different ways.

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Lydia Wommack: Yeah, I wondered about using it through the recruiting department, to actually conduct, you know, second round interviews, or even preliminary interviews. We have some clients that, do

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Lydia Wommack: pre-employment safety training assignment as a way to really see which potential drivers are actually going to be committed to safety, they’re going to follow through on safety, and if they aren’t willing to do the training ahead of time, then there’s no point in making an offer, because they don’t fit your culture. So, I’ve thought that, you know, live training could be a great way to actually conduct the interview or second round interview. Could be a great way to evaluate English language proficiency.

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Lydia Wommack: That’s, of course.

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Lydia Wommack: hot topic last year, and still a lot of… lot of roadside violations being handed out for… for noncompliance, so,

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Lydia Wommack: that would be a great way to evaluate, and I think a big thing that is a bonus

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Lydia Wommack: is not all companies issue email addresses to their drivers, or even to all employees. It’s just not part of the company structure, and you don’t have to have an email address through Microsoft or through Google to be able to use this, right? If your drivers are already set up on the INFINITI platform, you can host the live training for them. It is included with INFINITI’s

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Lydia Wommack: gold-level subscriptions, which is where most of our clients are. So if you have access to the full INFINITI platform, then this is part of it. It’s not an extra cost. We don’t nickel and dime for that. So it’s a great way to get more value out of the platform that you already have.

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Lydia Wommack: You know, this is just our reminder to everyone that it’s about more follow-through. The work that you’re already doing, making sure that it really has the reach and impact that you deserve and need.

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Lydia Wommack: So, it’s real simple, real value add, and we would love to show it to anyone who is really interested in taking a look.

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Lydia Wommack: the flow really works from soup to nuts, from invitation all the way through to documentation, and I want to, recall something that I’ve heard Steve Pasetliff say from time to time out at the Great West leadership events is.

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Lydia Wommack: You know, plaintiff attorneys will also often point to us, to fleets, and say.

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Lydia Wommack: you know, they had, once a year, they had a fried chicken lunch, and they served sweet tea, and they called that a safety meeting. And you’re trusting them to be safe on the roads, and it’s so…

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Lydia Wommack: when he said that, it’s such a chilling…

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Lydia Wommack: example of what really happens in courtrooms when plaintiff attorneys can look at a carrier like any of you all who are doing your best, you’re hosting meetings, and you’re trying to make sure you’re getting a message out there, and they can really undermine what you’re doing just by kind of writing it off as, oh, it’s just a fried chicken lunch, what actually happened there? But this documentation attached to it

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Lydia Wommack: the ability to say, no, we actually did have a coaching session, it was meaningful, and here’s the quiz that they passed afterwards. That puts real teeth behind what you’re doing, and prevents them from just calling out the safety meeting, the very important safety meeting. Oh, it’s just a fried chicken lunch. So, keep that in mind.

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Lydia Wommack: And yeah, with that, I think we would love to invite anyone who wants to take a closer look one-to-one to join us. We’d be glad to set up some individual time to

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Lydia Wommack: take a closer look. Again, for current INFINITI clients in the gold level.

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Lydia Wommack: or higher, y’all already will have access to this. It’s going to be enabled tomorrow. If your horses cannot be held, then I know Chuck will be glad to help you all get that online today. If you need to get that up today, I think they can figure that out, but it’ll be enabled tomorrow for gold clients. But, a poll popped up. If you would like to have a look, and you want us to schedule time, reach out to schedule time, then please say yes.

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Lydia Wommack: No hard feelings if you don’t. And then, of course, as a reminder always, attending the webinar is valid for NAPME CE credits. Love the NAPME program. Bill is a Certified Director of Safety and has been a NAPME instructor, and we really

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Lydia Wommack: appreciate everything that that organization does, so if you are a NATME-certified Director of Safety, or you’re pursuing that, let us know and we’ll send you a certificate for attending today.

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Lydia Wommack: And, I think that’s it, unless there are any other questions.

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Lydia Wommack: How would the fleet… oh, David asks, how would the fleet interact with hosts during the meeting? So yeah, there is chat feature, and there’s the ability to, for them to actually ask a question live. I think also there’s the hand up.

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Lydia Wommack: pretty sure I remember that. The ability to raise a hand so that they can ask a question, just like you would experience in a Teams meeting.

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Lydia Wommack: So yeah, you can interact. They can turn on their camera or microphone. We definitely had that in our… we tested this out in our all-marketing Meeting, and so everybody was on camera, but it’s certainly not required to turn your camera on.

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Lydia Wommack: So yeah, there’s some good interaction there.

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Lydia Wommack: All right, well, everyone, thank you. We so appreciate you, and we’ll see you next time. We have some more webinars scheduled, so you’ll be seeing them in your inbox. Please join us in the future.

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Lydia Wommack: Take care.

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Bill Dorfner: Bye, everyone.

Upcoming Webinars Request a free demo LIve Training Details

INFINITI’s Top Takeaways

INFINITI Fleet Safety Training introduced its new Live Training feature during a webinar led by Lydia Wommack, Head of Marketing and Partnerships, Bill Dorfner, Safety and Risk Training Manager, and Chuck Price, Client Success Director, with technical insight from Randy Mitchell and the INFINITI IT team. The webinar demonstrated how Live Training can transform the traditional Safety Meeting by allowing fleets to conduct live video meetings directly through the INFINITI training platform while improving participation, engagement, consistency, comprehension, and documentation. The presenters walked attendees through the new feature, demonstrated how meetings are created and assigned, and discussed how fleets can use the system for company-wide meetings, safety training, coaching, and other live interactions.

  • Conduct live Safety Meetings from one platform: Schedule one-on-one or group video meetings directly within INFINITI and have them appear inside the employee or driver’s existing training classroom.
  • Reach employees across multiple locations: Bring drivers and employees from different terminals or locations into the same Safety Meeting so everyone receives the same message and can hear the same questions and discussions.
  • Improve participation and engagement: Employees can interact through live video, microphones, chat, questions, and a raise-hand feature instead of simply watching a prerecorded presentation.
  • Verify comprehension: Attach a customized quiz or digital acknowledgment to the meeting to determine whether employees understood the information presented.
  • Automatically document attendance: Live Training records participation, helping eliminate traditional paper sign-in sheets and manual documentation.
  • Follow up with employees who miss the meeting: The recorded Safety Meeting can automatically be assigned to employees who were unable to attend live, helping companies extend the message beyond the original meeting.
  • Share company-specific training content: Presenters can share their screens, presentations, web pages, and other material during the live session. This gives fleets opportunities to discuss their own procedures, equipment, incidents, and real-world safety situations.
  • Create stronger training records: Completion reports, quiz results, attendance information, and meeting documentation remain within the INFINITI platform, giving fleets a clearer record of the training and coaching they provided.
  • Use Live Training beyond safety meetings: The platform can also support one-on-one coaching, corrective action, operations meetings, company-wide communication, recruiting discussions, and other employee interactions.

Turn Every Safety Meeting Into an Ongoing Training Opportunity

A Safety Meeting should do more than bring employees together for a conversation. It should reinforce expectations, encourage participation, confirm understanding, and provide documentation showing what was communicated and who completed the training. INFINITI Live Training brings those pieces together by combining real-time interaction with the tracking, reporting, quizzes, and follow-up capabilities already available within the INFINITI platform. Instead of the Safety Meeting ending when the live conversation is over, fleets can continue reinforcing the message, reach employees who missed the original session, and maintain documentation of the training that took place.

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FAQs

What is a Safety Meeting in INFINITI Live Training?

A Safety Meeting in INFINITI Live Training is a live video session hosted directly through the training platform. Companies can schedule the meeting, assign participants, share screens, interact with employees, and attach a quiz or acknowledgment afterward. The meeting appears in the driver or employee classroom where other training assignments are already located. Attendance and completion can be documented automatically, and the session can be recorded for employees who miss the live event. This gives trucking companies, school transportation departments, and other fleets a way to combine real-time conversation with the documentation and follow-up capabilities of online training for management.

How can INFINITI Live Training improve Safety Meeting participation?

INFINITI Live Training can help improve Safety Meeting participation by making meetings accessible through the same classroom drivers and employees already use for assigned training. Participants can join remotely instead of traveling to a central location, which can reduce scheduling difficulties for drivers working different routes or shifts. During the meeting, attendees can interact through video, microphones, chat, questions, and hand raising. The platform also records attendance and can assign the recorded meeting to people who did not attend live. This helps fleets extend the Safety Meeting beyond the original session and gives managers a clearer way to track completion.

Can a Safety Meeting reach drivers at multiple locations?

Yes. One of the main benefits discussed in the webinar is the ability to conduct the same Safety Meeting across multiple locations at the same time. Fleets with several terminals, yards, offices, or school transportation facilities can bring employees together in one live session. This helps reduce differences in how the message is delivered from location to location. It also allows everyone to hear the same questions, comments, and explanations. For trucking companies and school districts, this can make communication more consistent while reducing the need for repeated meetings, extra travel, or separate presentations for every location or work group.

Can a Safety Meeting be recorded and documented?

Yes. INFINITI Live Training allows a Safety Meeting to be recorded and documented inside the platform. Attendance is captured, and the webinar showed how administrators can use reports to review participation and completion. If employees miss the session, the recorded meeting can be assigned to them through their classroom so they can complete it later. Quizzes or acknowledgments can also be connected to the meeting. This creates a stronger training record than relying only on paper sign-in sheets. For fleets, the documentation can help show what was presented, who attended, and whether follow-up training requirements were completed by employees afterward.

Can a quiz be added after a Safety Meeting?

A quiz can be attached to a Safety Meeting to help measure whether participants understood the information that was presented. Administrators can create questions, set a passing grade, and configure requirements inside the INFINITI platform. The quiz can also be used as a digital acknowledgment if the goal is to document that an employee attended and received the message. Results are recorded automatically, which reduces the need to collect paper quizzes or manually enter information later. For safety managers, this provides another layer of documentation while helping identify whether drivers and employees understood the expectations discussed during the Safety Meeting.

Can INFINITI Live Training be used for one-on-one driver coaching?

Yes. The webinar specifically explained that INFINITI Live Training can be used for one-on-one coaching as well as a larger Safety Meeting. Bill Dorfner noted that seeing someone face to face can make coaching more personal than sending a message through an ELD application or speaking only by phone. Managers can use the feature for corrective coaching, follow-up conversations, safety discussions, or individual performance issues. Because the interaction can be documented within the platform, it also gives fleets a way to keep coaching records organized. This can be useful for trucking companies, school districts, and transportation departments managing driver performance.

Do drivers need a company email address to attend a Safety Meeting?

No. The webinar explained that drivers and employees do not need a Microsoft or Google email account to participate in a Safety Meeting through INFINITI Live Training. If employees are set up in the INFINITI platform, the meeting can appear directly in their classroom. This can be especially useful for trucking companies and school transportation operations that do not issue email addresses to every driver. Instead of creating accounts in another meeting platform, companies can use the training system employees already access. This helps simplify participation and keeps meeting assignments, attendance, recordings, quizzes, and completion records together in one place.

Can companies share dashcam videos during a Safety Meeting?

Yes. During a Safety Meeting, presenters can share their screen and display presentations, web pages, and other training materials. The webinar also discussed the possibility of showing dashcam footage or safety incident videos. The presenters noted that video quality can depend on the participant’s internet connection and that this specific use had not been fully tested at the time of the webinar. However, using company-specific examples was encouraged because real equipment, routes, incidents, and near misses can make training more relevant. Fleets can use these materials to start discussions and connect Safety Meeting topics directly to situations employees already recognize.

What happens when a driver misses a live Safety Meeting?

Employees who miss a live Safety Meeting can receive the recording as an assignment in their INFINITI classroom. The webinar described this as a way to extend the meeting beyond the people who were able to attend at that time. Managers can then use completion reporting to see who has watched the recording and completed any related quiz or acknowledgment. This is especially helpful for fleets with irregular driver schedules, multiple shifts, or employees working from different locations. The feature does not eliminate the need for follow-up, but it gives managers a way to assign, track, and document missed required training.

What types of meetings can INFINITI Live Training support?

A Safety Meeting can be used for more than traditional driver safety topics. The webinar discussed company-wide meetings, coaching sessions, corrective action, operations meetings, recruiting, interviews, and other employee communication. Administrators can also use customizable tags to organize different types of live sessions inside the platform. For example, a company could create tags for Safety Meeting, coaching, one-on-one sessions, operations, or all-company meetings. This flexibility allows trucking companies, school districts, and other transportation organizations to use the same system for different communication needs. The common benefit is having live interaction, documentation, reporting, and follow-up in one organized platform for managers.

How can Live Training reduce Safety Meeting paperwork?

INFINITI Live Training can reduce Safety Meeting paperwork by capturing information that might otherwise be kept on sign-in sheets, quizzes, spreadsheets, or separate records. Attendance, quiz results, assignments, and completion information can remain within the INFINITI platform. Bill Dorfner noted during the webinar that sign-in sheets have traditionally been important to show who attended a meeting. With Live Training, participants are already entering through the system, which helps create that attendance record automatically. For safety managers, this can reduce manual data entry and make it easier to pull reports showing who attended, who completed follow-up work, and what training occurred.

Why is Safety Meeting documentation important for transportation companies?

Documentation matters because a Safety Meeting should show more than the fact that employees gathered in a room. The webinar emphasized the importance of being able to demonstrate what was discussed, who participated, and whether employees understood the material. Live Training can support this by recording attendance, attaching quizzes, storing completion data, and providing reports. Lydia Wommack also discussed how weak documentation can make it harder for a fleet to demonstrate the substance of its safety efforts later. For transportation companies, maintaining organized records can help show that safety communication included meaningful training, follow-up, comprehension checks, and documented employee participation.

Can school bus operations use Live Training for a Safety Meeting?

Yes. The webinar described INFINITI Live Training as useful for Safety Meeting communication with drivers, employees, and other groups across safety-sensitive operations. School bus supervisors and district transportation personnel could use the same features for live driver training, policy updates, coaching, or department-wide meetings. The ability to reach employees across locations can be valuable for districts operating multiple schools, bus yards, or routes. Meetings can be recorded, quizzes can be added, and missed sessions can be assigned later. This gives school transportation leaders a way to combine live communication with training records, participation tracking, and follow-up inside one centralized system.

How can a live Safety Meeting strengthen a company’s safety culture?

A live Safety Meeting can support safety culture by giving managers a way to communicate expectations directly while still keeping the interaction personal. The webinar stressed that online training should not completely replace real conversation. Some topics benefit from coaching, discussion, questions, and the ability to look employees in the eye. Live Training brings those elements into the same platform used for assigned training and documentation. Companies can use meetings to reinforce policies, procedures, company values, and safety concerns. By combining live discussion with quizzes, recordings, reporting, and follow-up assignments, fleets can create a consistent approach to ongoing safety communication.

Is INFINITI Live Training included with an existing subscription?

INFINITI Live Training is included for clients with Gold-level subscriptions and higher who have access to the full INFINITI platform. The feature was presented as part of the existing platform rather than a separate add-on cost. Eligible clients can use it to schedule a Safety Meeting, invite participants, conduct live video sessions, share content, attach quizzes, and track completion. Companies interested in seeing the feature can also request a closer look or demonstration. Because subscription details can change over time, organizations should confirm current plan information with INFINITI Fleet Safety Training before making future purchasing decisions.

More Webinar Replays
Webinar Replay 125: The Safety Meeting is About to Change Introducing Live Training
September 24InWebinar Replays Tags:defensive driving, driver safety training program, driver training, fleet safety, fleet safety meeting training, live fleet safety training, online safety training for drivers, Safety Meeting, safety training, trucking safety meeting training

Webinar Replay 125: The Safety Meeting is About to Change

Your Drivers Are Trained. But Are You Protected?
September 16InWebinar Replays Tags:commercial driver safety training, defensive driving course, driver safety, driver safety training program, driver training, Drivers Are Trained, Fleet Driver Safety Training, fleet safety, truck driver safety trainingdefensive driving

Webinar Replay 124: Your Drivers Are Trained. But Are You Protected?

A Deep Dive Into the INFINITI Fleet Safety Digital Checklist
August 21InWebinar Replays Tags:digital checklist, digital vehicle inspection checklist, driver safety, driver safety checklist for fleets, fleet maintenance inspection checklist, fleet management, fleet safety, fleet safety checklist, pre trip inspection checklist, vehicle inspection

Webinar Replay 123: A Deep Dive Into the INFINITI Fleet Safety Digital Checklist

August 20InWebinar Replays Tags:business auto insurance, commercial auto insurance, Commercial Auto Liability Insurance, commercial auto liability insurance for trucking companies, commercial truck insurance cost, commercial vehicle insurance, fleet insurance risk management strategies, how to reduce commercial auto insurance costs, truck insurance, Trucking insurance, trucking liability insurance requirements

Webinar Replay #122: Supreme Court’s Montgomery Ruling Means for Freight Broker Liability

Rising Costs of Commercial Auto Liability Insurance
August 6InWebinar Replays Tags:business auto insurance, commercial auto insurance, Commercial Auto Liability Insurance, commercial auto liability insurance for trucking companies, commercial truck insurance cost, commercial vehicle insurance, fleet insurance risk management strategies, how to reduce commercial auto insurance costs, truck insurance, Trucking insurance, trucking liability insurance requirements

Webinar Replay #121: Rising Costs of Commercial Auto Liability Insurance

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byJesse Mullinax/September 24/inWebinar Replays/Safety Meeting, defensive driving, driver safety training program, driver training, fleet safety, fleet safety meeting training, live fleet safety training, online safety training for drivers, safety training, trucking safety meeting training

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