Administrators can now choose whether a line for the worker's signature is added to the certificates and wallet cards when they print.  In the administrator portal, go to 'Monitoring', then 'Components' in the menu.  Click on 'Safety Awareness Training'; this will bring up the settings for the component.  The last setting at the bottom of the list is new:


The default setting is 'No', meaning that unless the user is printing a TDG certificate, there will only be a spot for the employer's signature.  This is generally more convenient since the worker or an administrator can reproduce the signed certificate at any time from within the system (assuming the employer's signature has been uploaded).  If you choose to add a spot for the worker's signature, reproducing the certificate would mean having to get the certificate in the hands of the worker, then filing away a signed copy (which can be made easier with our certificate tracking module).

Regardless of the setting, a spot for the worker's signature will always be added to Transportation of Dangerous Goods certificates.  This is simply because this requirement is clearly stated in the TDG regulations.

Administrators can now enter details for a recommended training provider (institution, phone #, website link, blanket purchase order) in the Company Administration Portal.  When an employee's existing certificate is about to expire (or doesn't have one in the first place), they will be given this information in their employee portal so that they can call the institution, schedule the training, or even take it online (if it is available).  Having a 'Recommended Training Provider' can:

• Help employees locate and schedule appropriate training
• Ensure certificate training meets your organization's requirements
• Keep training consistent
• Direct employees to institutions that have lower costs
• Simplify accounting by ensuring course fees are booked to the correct Purchase Order

COMPANY ADMINISTRATION PORTAL
Simply enter the appropriate information for the training institution in the Certificate Details screen (this must be done for each Certificate, since you may have different institutions for various certificates).  Any textbox that is not filled in (such as Blanket PO) will not appear for employees.  Don't forget to check off "Share with Employees" before saving!


EMPLOYEE SAFETY PORTAL
Once the Administrator has input the details about the Recommended Training Provider, the information will be presented to in the Employee Safety Portal above the certificate name.  The website link will take the employee to to website where they can look at schedules, directions to the institution and other useful information.
  

Managing employee certification is difficult.  Administrators must keep track of expired certificates, coordinate with the employees to find times that fit their schedules, call training providers to book sessions, and later remind employees to go.  For most Safety Administrators, this is a less-than-critical task that often finds its way to the back burner.  By not being on top of monitoring certificates and scheduling sessions, employees could end up going out to a site with an expired certificate, or worse, not being trained at all.  With this in mind, we've developed a scheduling function in SAFETYSYNC for Certificates that can help make this task much simpler.

If you haven't already done so, go to the Company Administration portal and assign the certificate category (such as "First Aid / CPR - Advanced") to the position (such as "Mechanic") for the employee as either Required or Optional.  This will allow certificate records (scheduled or completed) to be added for each employee in that position.

Open the Employee's record (under Company / Employees) and click on the "Certificates" tab.  Click on the appropriate certificate.  If the employee has any current or expired tickets for this category, they will be shown on this Certificate Details screen.

To schedule a course for the employee, click on the "Schedule Training Session" button.  This will open a popup with the default Course Name / Certification Level and Course Provider (you can set these defaults under the Certificate Details).  Edit the details and set the time and date for the new training session.


We highly recommend checking the 'Email Reminder' checkbox.   It will immediately send a message to the employee's email address on record with an Outlook event attachment.  It will also send a second email reminder 24 hours before the training session.

Once the employee has attended the session and received her certificate, the employee can login to the Employee Safety Portal.  The scheduled training session will be displayed under the Certificate Details.  The employee simply clicks on the scheduled training session to enter the details for the completed certificate (expiry, instructor, upload image, etc.)

The certificate will be automatically routed to the "Approve Certificates" screen for an Administrator to review and approve (after which the employee will be compliant).