Accelerate Material Handling Certifications with Digital Forms

Streamline material handling certifications with digital forms and real-time data capture

Due to the many hazards faced by material handling professionals, OSHA requires thorough training specific to equipment used and certification of training received. This training must be well documented and completed every three years, covering everything from hazard communication to required personal protective equipment. 

When relying on paper forms to complete training activities and process certifications, training evaluators are often faced with lengthy documents, redundant data entry, manual math, and frequent human error. If an instructor must conduct training at another location, these paper forms must be manually delivered, scanned, or mailed from the training site to the back-office for processing. These obstacles result in delayed processing, which in turn delays the delivery of critical material handling certifications to clients. 

Mobile forms and digital data capture provide an efficient and comprehensive means of documenting training activities. With GoFormz, your digital forms can look exactly like your existing paper documents (streamlining user adoption) and completed from phones and tablets – even offline. 

Course evaluators can easily generate the necessary digital training forms directly from their device and rapidly enter the participant’s personal and contact information. Leveraging Drop Down menus, the evaluator can select the specific equipment being used (e.g. forklift, hand truck, etc.) and instantly populate corresponding fields with the equipment’s serial number, date of last inspection, and more. Via Automatic Calculations, your digital form can instantly total a candidate’s evaluation score – eliminating the need for problematic manual math. 

Once submitted, PDF copies of the completed form can be instantly shared with the back-office, as well as the candidate. Your completed form can also be uploaded to connected applications, like Box, Salesforce, Procore, Google Drive, and more. 

Customer use case: HL Training Services
HL Training Services, which provides training for forklift operators and instructors, needed a digital platform to accelerate the completion of forklift training course paperwork. Relying on paper forms, course paperwork often took weeks to complete and deliver, delaying certifications. “We weren’t getting the paperwork back in time to meet our customer’s needs,” explained Shane Richardson, an HL Training Services Director. 

HL Training Services turned to GoFormz to digitize their Counterbalance and Reach Truck (CBRT) form, which spans seven to ten pages and captures a variety of important training details. The CBRT form includes the course candidate’s personal details, the training covered, practical and theory test results, pre-shift truck inspection information, and more. Now, with digital Counterbalance and Reach Truck forms, if a user enters equipment information or candidate details into the form, that same information is instantly populated into relevant fields throughout the document. This means that users no longer need to re-enter redundant information, significantly accelerating the form completion process. 

Leveraging Automatic Calculations, a candidate’s practical test score is instantly totaled, eliminating opportunities for error, and improving efficiencies. “This feature takes one extra task away from them… now they just have to check a box and it adds it all up for you.”

To learn more about HL Training Services’ GoFormz story, check out the full material handling case study here.