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How Mobile and Cloud Technologies Enable Access To Training Records from the Jobsite David Finkelstein President - InstantCard June 29, 2016 Atlanta, GA A Safety Culture requires easy access to training records Most safety professionals


  1. How Mobile and Cloud Technologies Enable Access To Training Records from the Jobsite David Finkelstein President - InstantCard June 29, 2016 – Atlanta, GA

  2. A Safety Culture requires easy access to training records Most safety professionals would agree on the need to ensure that: Job Assignments are given to fully qualified employees Full Availability of ALL training records Records are fully up-to-date On-the-fly re-assignments (very common!) also adhere to the same standards This requires quick, simple processes to check qualifications.

  3. Convenient Access from multiple locations is widely required Role Objective Foremen To assign jobs Inspectors To verify conformance Auditors To Track Safety Record Safety Officers To Prevent Accidents HQ Admin Staff To Assign staff to jobs The worker himself To Track when its time for re-certification

  4. Traditional Procedures are slow and cumbersome  Paper wallet cards are unreliable  Diplomas and certificates are rarely available  Trips to worksite office cut into worktime  Access to workstations/network is often limited  Faxes & phone calls are inefficient/outdated  Emails take time to get from where the information is to where it is needed  Excel spreadsheets have inherent limitations:  Versioning  Sharing  Security

  5. Consequences of Poor Credential Verification Procedures Timeline/project delays Compliance costs Re-work Incidents/Accidents Liability Quality of work RESULTING Culture of Safety Customer Satisfaction IN:

  6. Recent Technologies able to Improve Validation Processes Smartphones and Tablets • Broad Deployment/Availability • Familiarity and ease-of-use • Low cost Wireless Networks • Ubiquitous Connectivity • High-speed • Highly reliable Cloud Computing • Instantaneous Access and Availability • High Security and Reliability • Always up-to-date

  7. Need for rapid worker identification Two candidate technologies: NFC – Near Field Communications Effective  Very easy to use “auto - ID” of  Highly reliable personnel  Secure requires:  BUT: not broadly available  Ease-of-use  Reliability QR Codes  Withstand  Works everywhere rough  All phones/tablets environment  Ease-of-use  Low-cost

  8. QR Codes are an ideal auto-ID mechanism Sample On On QR Code ID Card Hardhat Easy and cheap to print nearly anywhere

  9. ID Badges are a good “best practice” Truth from the expert! Even Dilbert Has begun Wearing a Badge!

  10. Using QR Codes Scanning QR Codes  Any phone or tablet Apple or Android  Use any scanner app All apps are free  Instantaneous  No need to have pre- installed a specific app Suggestion : if you don’t already have a QR code reader on your phone, go to itunes or the app store NOW and download one! You’ll be able to use it in the demo later on.

  11. Wirelessly pull down a wide range of information from the cloud Training Records: Additional Information  May include: Courses completed  Emergency Medical or  Recent re-certifications  Contact Information in Qualifications & Skills case of accident  Internal or external Classwork  Worksite documentation  Class attendance lists  Verification of Identity Complementary Information: e.g.: Photo, DoB; License  Insurance No.  Background Checks  Position/Title  Drug Tests  Real-time work  Etc. assignments

  12. Sample Screenshots

  13. Advantages of digital document images Digital images:  Familiar: similar to paper  Every course can be covered, no matter where the training was taken  No dependency on any specific LMS (Learning Management System)  Database independent  Covers:  Diplomas  Certificates  Wallet cards  Printouts  Sign-in lists  Any image: .jpg or .pdf

  14. Additional Benefits  Single source for all records – one “repository”  Manage expirations  Highlight expired training  Warnings prior to expiration  Worker Self-Reliance  Encourage individuals to track and check their own records  Critical info for EMT  In case of incident  Track on-the-job training  Tool-box talks  Short classes  Audit trail  No mistaken identity or personnel substitution

  15. Live Demo Scenarios: 1. Scan badge 2. Display Worker Records 3. Show EMT Info 4. Review Training Records 5. View Certificate 6. Add new Certificate in real-time 7. Review qualifications 8. View Worksite documents

  16. Discussion  Questions?  Specific Use Cases?  Alternatives?  Complementary technologies?

  17. Feedback/Suggestions are Highly Appreciated! David Finkelstein dfinkelstein@instantcard.net (888)980-6179 www.instantcard.net www.credentialverificationservice.com

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