Modern Qualification Management for Emergency Services

 

Transcript

Matt Gilchrist

Good morning everybody, and thank you for joining us today.

This is the webinar for our Modern Qualifications Management System for emergency services.

I would like to do a couple of introductions. There are a lot of folks on the line. I'll go ahead and start with some of the key folks that are going to be presenting and discussing today. My name is Matt Gilchrist. I am a Senior Account Executive with Ondaro based in Sacramento, California, and I support organizations on the Far West Coast specifically.

I do support the Cal Fire account, which is going to be mentioned just a few times today as we go through our webinar. Along with me presenting is Michelle Headrick. Michelle, do you want to say a couple words real quick?

Michelle Headrick

Thanks, Matt.

Michelle Headrick here in Boise, Idaho. I've been with Ondaro since 2017, supporting Mission Critical Solutions, and really excited to show you what we've got today. Appreciate everybody joining.

Matt Gilchrist

Thanks, Michelle.

I also have Sarah Wizner with us. Sarah, would you like to introduce yourself?

Sarah Wizner

Good morning everybody. I am Sarah Wizner. I've been with Ondaro for about a year and a half and started with the QMS Project as the helpdesk specialist and subject matter expert for Cal Fire.

Matt Gilchrist

And Sarah, what did you do before you came to Ondaro?

Sarah Wizner

Before I came to Ondaro, I worked as a dispatch supervisor for Cal Fire and then as a dispatcher as well. I also have some time in dispatch with the Forest Service, and then worked in the field for several summers before I started my dispatch career. So I have some time with Forest Service and Cal Fire on an engine as a firefighter.

Matt Gilchrist

So you'd say you know a thing or two about what we're talking about. I love that. In addition, we have several other folks from our organization on the line in support of the conversations today. We have a very well represented team and we're here to answer questions as we go through this.

Please feel free to use the chat if you just have a quick question and want to get it documented. We will have people monitoring the chat.

As far as our agenda today, we're obviously in the welcome and introductions part right now. We'll also talk about the why behind QMS and the modernization effort that you're going to see today and what led to that. Ultimately we will share the Cal Fire story and the driver that led us to this.

Sarah's going to then do an actual product demonstration that will take the majority of the time, and I think that will be very insightful. And then we will wrap up with some additional next steps and leave some time at the end for questions.

A little bit about who we are and how we are qualified to be speaking on this. We are a ServiceNow Elite partner. For those that aren't familiar with ServiceNow, it is an industry-leading workflow platform.

Specific to today and in our history, QMS and another platform known as IROC — which I'm sure most of you know — both of those solutions are built on the ServiceNow platform. We won't get into a ton of that today as far as what else is on ServiceNow. But it is important to understand that ServiceNow is the engine, if you will, and the underlying technology that these two solutions are built on.

We'd like to do a little bit of an audience poll. We'd like you to use the chat and share a little bit about how you are performing your qualification management today. We've got a few different options on the screen, so I'm going to give everybody a minute or two. We would really like to understand where you're at when it comes to your qualification management journey and process. If everybody would drop your answer in the chat, that would be fantastic.

Michelle Headrick

Seeing some ICS folks and some others.

Matt Gilchrist

At this point I'd like to turn it over to Michelle Headrick to talk about the history and the challenges that entities have faced when it comes to qualification management.

Michelle Headrick

Thanks again. We just want to thank you all so much for being here. We know how busy this time of year is for everybody. Just last week I was on a call with our IROC leadership team, and right before I jumped on, I heard aircraft over my house — there was a fire that started less than a mile away.

It's the Claremont Fire, and it's 7,000 acres right now, still going just directly behind me. It's a reminder of why I personally came here almost nine years ago, and how humbled and excited I am to work with all the people on this call who are passionate about this mission.

We get it — how important your mission is. We appreciate you all so much. Building software for a big company is one thing, but building it for people that show up when my neighborhood is on fire is something else completely different. It's been an honor, and we appreciate what you do every day to protect property and lives.

Most of you know the pain of qualifications management better than we do, but let's talk about it. The qualifications management systems out there are pretty old. They're not mobile friendly. They don't have task book functionality built in. There's no clear chain of approval that's easily visible, and no reliable way to confirm that the right person has been signed off on the right position and experience. As people are working to earn qualifications, that data is sitting in emails and on paper task books and potentially in older systems that aren't connected to the task books. That costs a lot of time, especially during a busy time of year when you don't have that time. You've got better things to do.

That's the problem that Cal Fire came to us to help solve. Cal Fire's qualifications were sitting in a system called IROC — most of you are probably familiar with it, the Interagency Resource Ordering Capability. Our company built that product in collaboration with the Forest Service and the interagency community starting back in 2017, and we went live in 2020.

At the time, Cal Fire was managing their qualifications inside of IROC. But IROC is really a federal resourcing capability — it's meant to track aircraft, crews, equipment, and supplies to and from incidents. It's not purpose-built for qualifications management. So the data was hard to manage, and it got to the point where the IROC business lead came to Cal Fire and said they really needed to manage their qualifications on their own system.

They came to us in late 2023, and we had conversations where they decided they really wanted something purpose-built and modern that could move them forward beyond what they had in IROC. One of their big asks was digital task books and a single sign-on experience for their users where they're not logging into multiple systems.

We worked with them on that, and from day one we knew it couldn't be a standalone system — it needed to be interoperable with the interagency fire community, which meant connecting with IRWIN. For those that don't know, that's the Integrated Reporting of Wildland Fire Information. It's a really important central hub that synchronizes data in real time between all the systems that different agencies are using, including the Computer Aided Dispatch systems, or CAD systems, and other qualification systems.

Making all that talk together was critical — some of Cal Fire's qualifications data couldn't communicate with the interagency community, and that just wasn't going to work. So our first big push was being ready that spring to test with the IRWIN national release, and we were able to do that within less than a year — pretty aggressive, but also very successful in terms of how that went.

The people at Cal Fire wanted something modern. They wanted us to collaborate and build it with them, not just hand something to them. So we spent a lot of time proposing an iterative development process where we would work with them to define the outcomes they were looking for and then deliver incrementally — short amounts of software every couple of weeks. We were demoing to them, taking new requirements, and making sure we were getting it right and not delivering something that just wasn't going to work.

Matt Gilchrist

One thing I very much applaud Cal Fire for is that they saw and understood the importance of this application to their business and mission, and they've continued to invest in it. We continue to roll out new functionality as needs and requirements arise and are pushing out new features for them on a regular interval.

Currently we're in the throes of building out an actual mobile application for them, and it's really exciting to see what they're doing and how they are embracing this process to continue to drive an extremely modern application that's not going to stay stale. I think that's what unfortunately happens in a lot of industries — it may get used, but it doesn't get modernized.

One benefit of the ServiceNow platform is that there's constantly new functionality coming out that we as the application builder get to inherit. So that is a big benefit of the way that we've built this and partnered with ServiceNow to deliver this solution.

Michelle Headrick

Exactly.

At go live, we were integrated with IRWIN. As Matt said, we've had our support team in place ever since, continuing to improve. They just did a workshop not too long ago, and Sarah has some of the outcomes from that workshop embedded in the demo. We're making those improvements based on conversations we're having in collaboration with our partners at Cal Fire.

Sarah's going to show you what this thing looks like — and we're not going to use slides, we're going to use a real system. We're really excited to have her demo that for us. We'd love for this to be interactive, so if you have questions, either drop them in the chat or come off mute and let us know, and we'll get to as many as we can given our time today.

Matt Gilchrist

We also want to thank Cal Fire so much for allowing us to demo this environment. I think it's just going to speak greater volumes than a slideshow and presentation. So thank you, Cal Fire. If you speak to anybody at Cal Fire in the very near future, please thank them for allowing us to have access to this. Miss Wizner, are you ready?

Sarah Wizner

I'm ready.

Matt Gilchrist

I'm going to stop sharing and you may take control. Let's take a look at QMS.

Sarah Wizner

Good morning everybody. For those who joined a little bit after we got started, I'm Sarah Wizner. I'm the current product owner of IROC. I came on with Ondaro for QMS as their helpdesk specialist and subject matter expert, and also did all the testing prior to go live for the system. I'm going to walk you through a couple of scenarios and show you the product that we have here.

There are two main parts to QMS that we've built. The first part I'm going to show you is the portal. This is where most of the users interact with and use the program. We've built it to be very user friendly. As you can see, we have a couple of different options on this home page.

We have Request to be a Trainee, which is the route that the resource will use to open their task book — to be able to be assigned on incidents and fires as a trainee, get those tasks signed off, and become qualified.

And then we have Request for Feedback, which is built in to get that feedback and evaluations within their task book to get those tasks signed off. And we have that integrated with IRWIN and IROC so that there are validations in place. We'll go over that when I show you.

And then we have Submit for Certification, which is the route that resources will use to get qualified. Those all go through approval flows set up within the system for the different ranks needed for each qualification. They're built a little differently depending on the needs of that qualification.

When the resource comes onto this page it's tailored to them — they're logged in via single sign-on. And then they can see all their qualifications here. We just have the first five on this page, and then they can do View All to see all their qualifications and the source they came from.

They can see if it was manually entered. This second one here was given as a classification, which is a default qualification that resources get when they promote through the system — qualifications that don't have task books attached to them that are needed.

And then we have Legacy. Anytime when we went live, any resource that had qualifications within IROC or within a different system before we had digital task books — that's what Legacy is. They're probably still on a paper task book, which eventually will be phased out after the system has been live for a few years.

We also have Task Book, which would show if there's a digital task book. They can click into these qualifications and have different options — they can see any experiences attached to that qualification.

This one was entered manually so you won't see it here, but I'll show you on one of them a little bit later. They can also see their task book feedback and any attachments associated with that qualification.

Going back to the main screen, they also have Assessments and Surveys — any feedback that's been requested from a trainee. If they're a trainer, those would show up here. And then any requests they have through the system that they can go in and check the status of, and any activity that's happened on them. At the top we have a couple of different links.

They can return to the platform, which is more of the admin side — I'll cover that after the portal. And then we have our knowledge base articles as well.

We support the system with releases and upgrades pretty often — about every two weeks we do a release tailored to user feedback and what's needed by the business and users. So we have links to different articles and user guides to help users get any help they need.

Going back to the main page, they can also see any requests that they have. On the main page they can also see their closed requests, so anything they had already opened that has gone through the full approval process — they can go in and look at that record as well.

We have a link here to task book positions so they can go in and see any of the task positions that are available and their qualification path. There are different paths within each qualification depending on the guidelines from that department or agency. So they can go in and see if they want to be a Liaison Officer, what the requirements are and what the tracks are to get there, as well as the fitness demand.

Michelle Headrick

Sarah, I imagine as somebody that was a firefighter, that would be pretty cool to be able to see in terms of your career progression and what options are available to you.

Sarah Wizner

It's been a huge change and a real improvement for the field. To be able to go in and have a quick link to see all that information — sometimes it's hard to find everything in the guidelines and SOPs and everything that departments have set up. It's nice to have a one-stop shop where they can go in and see what they need to become qualified as well.

I'm going to jump screens because I'm going to impersonate different resources to give you a run through of what the system does. I'm going to impersonate a person and sign them up for opening a task book to become a Division Group Supervisor. As this person, I'm a fire captain, and I'm going to request to be a Division Group Supervisor trainee. So I'm going to run through that process and show you how it works. This is the Request to be a Trainee page.

We have all of the positions in here that they can request to be. I'm going to go ahead and choose Division Group Supervisor. We have all the information from the Cal Fire Position Development Guide and their 4039 process, which is their SOP for what is required for this position. So we have all the general information, any education they need, and any experience requirements. We have validations within the system to show that they have that experience for those positions so they can put in to be a trainee.

We also have the ability for them to select their supervisor, and the supervisor gets a notification that they're putting in for this position so they're aware of what's going on with their employees. Basically, they go in, they request to be a trainee, they've got a supervisor selected, and they're going to click Submit.

Michelle Headrick

Before, they would have just done this via email request?

Sarah Wizner

Yes — it would be a paper task book. There would be a form they filled out and sent to their supervisor, the supervisor would sign to approve, then it would go to the training chief, he would approve it, then it would go to the unit chief, he would approve it, and then it would go back to dispatch and they would add that qualification into IROC as a trainee.

With this system, they put in the digital request to be a trainee — that's the request to open the task book. Then it goes through the approval flow. And as the supervisors and chiefs within that approval process hit Approve, it creates the qualification as a trainee for that resource, integrates to IRWIN, integrates to IROC, and then they are able to be assigned to incidents and fires as a trainee in that position.

Michelle Headrick

Automatically. Yes, everywhere.

Sarah Wizner

Now I'm going to go in as the resource. I've gone to a fire and I'm going to get feedback from a trainer on my Division Group Supervisor task book.

Now I've gone to the fire, and I'm going to go in and get feedback. We've tailored this page to the users. We started out with just the standard task book feedback request, and now we have four different types that tailor to the different users and the needs of the resources. I'm going to go through the standard task book feedback request.

As you can see, it gives you prompts for what's required and some help text. Qualification Needing Feedback — from this page you'd be clicking and choosing what assignment, so what fire you'd like feedback on. For this resource he's got a Division Group Supervisor task book open, so that's the only thing that shows up here because that's the only digital task book he has.

He'd go ahead and select the incident. The dropdown for the incident is connected to IRWIN, so it's going to have all of the incidents within IRWIN in this dropdown.

Michelle Headrick

Real time — any open incidents that are happening.

Sarah Wizner

This is an incident he was on — the Grade Incident. And then he's going to select his trainer. The validation we have in place is that only qualified personnel who were assigned to that same incident will show up here. They cannot choose from anybody they want — they have to be qualified within the position they're putting in for, or a trainee for one of their parent qualifications.

For a Division Group Supervisor, if there is an Operations Branch Director trainee, they could also complete this feedback request for the captain. So he's selected his trainer. And you can see we have all of the tasks within the task book built in here. If he's already got a task checked off, there's a little checkbox so he can see he's already gotten those tasks signed off.

We're going to go through and see what else he needs to get signed off — looks like tasks 19 and 20.

Michelle Headrick

For those on the call that maybe don't know fire as well — these are the tasks that they would actually be doing at the fire to show on-the-job experience before they're fully qualified to go do them without a trainer. Is that correct, Sarah?

Sarah Wizner

Yes, thank you for explaining that.

The trainee also chooses if it's going to be their final evaluation. Looking at this task book, you can see he has almost all tasks signed off except for these three. So he's going to try to get a certification after this because he's completed all the tasks in his task book. We're going to select Yes for final evaluation.

You can also add attachments on any of these fields as needed. We also have a Save Draft action in here, which has been something that's been requested by the field — for them to be able to go in and look at these tasks, ask a couple of questions if needed, and come back to it so they don't have to redo the full form.

Michelle Headrick

That makes sense. When you're out there performing these things in the real world, it's a little hectic.

Sarah Wizner

Those assignments can be pretty long, so it's probably good to be able to say, wait — let me talk to my trainer, did I complete that?

They go ahead and submit from there. And you can see with this resource's Division qualification, he's got all of his attachments from prior incidents. He can go in and see any of his feedback forms from other trainers, any certs or qualifications he had to add for requesting to be a trainee. The firefighter can go in and see any of the experiences — which incidents they were on, whether they were a trainee or qualified, their task books and percentage completed, and who their trainer was. They can also see who signed off each task, so they can confirm it's been approved and who signed it.

Michelle Headrick

That's great. Before they wouldn't have had any of this visibility — they would just be guessing.

Sarah Wizner

They would just have that paper task book with multiple copies trying to make sure they don't lose it.

Michelle Headrick

I always thought it was interesting that we were asking these folks to bring a bunch of paper to a fire.

Sarah Wizner

Put that in your backpack and make sure you bring it with you.

This person I'm impersonating has submitted for feedback. Now I'm going to go in as the trainer and show you what the feedback request form looks like on the trainer's end. When they put in their feedback request, it sends an email to the trainer with a link to do the task feedback, or they can come onto their portal and go to the link from there. We also have it set up so that — because we know a lot of agencies work together on fires — not every agency is going to have QMS. So we've built it to accommodate non-agency users. If you're a Cal Fire employee and a Division Supervisor trainee working underneath a Forest Service or OES or another agency's qualified personnel, they can also complete the task book feedback request for that trainee. It just picks up that person's email and sends them a link, and they're able to complete the feedback for validation.

Michelle Headrick

So they're getting credit no matter where they're going.

Sarah Wizner

Right. And they're also showing up in that dropdown even if they're interagency. So it's any resource on that incident or fire. This is what it looks like for a Cal Fire person doing a task book feedback survey who's logged into the system. They can see who the survey pertains to, what qualification they're pursuing, and what incident they're on. It gives a percentage complete for the task book.

They can also click a link to see any previous feedback given from other trainers. If for some reason they were sent a feedback request that isn't correct — maybe they didn't directly work with this person, it was more someone else on that division — they can reject that survey, and the trainee will get an email with a comment explaining why it was rejected.

I'm going to open this up and show you how this works. For the Division Group Supervisor, the qualification path includes a task book. The task books have an ICS 225 attached to them, which is their evaluation. This is the digital form of that ICS 225, which will populate onto the PDF that will be attached to the qualification. If there are any additional tasks they think the trainee should sign off on, they can put a comment in and it'll go back to the trainee. And it will only show the tasks that the trainee chose to get checked off. To indicate that they passed, they click the checkbox. If they think, for example, the trainee didn't really obtain the briefing from the previous shift or supervisor, they can leave that unchecked and it won't show as complete.

We're going to go ahead and sign him off on everything because he did a great job. And since he requested this as his final evaluation, it prompts the system to ask the trainer whether this trainee has met the requirements to become agency certified, and then you can recommend yes or no.

We're going to go ahead and recommend him for certification. And then this is the ICS 225 with all of the prompts for it. The overall rating — you can choose poor, expected, or excellent. And it also has the Location of Review, which is what's on that ICS 225 form. We're going to do hotline and go ahead and fill this out. And then this is the remarks section that populates onto that ICS 225.

Michelle Headrick

Before, they would have been filling this form out on paper.

Sarah Wizner

They would.

Michelle Headrick

Which — okay. People's handwriting when they're out on an incident. I'm sure the legibility is great.

Sarah Wizner

And you know that this person, Jason, who I'm impersonating, was on that fire with him — and the validations within the system confirm that.

Matt Gilchrist

What would happen, Sarah, if somebody lost their paper task book?

Sarah Wizner

You'd have to start over.

I know — and sometimes it takes a couple of fire seasons to get signed off on a qualification. It's really nice to have that digital form. It blows my mind that there are still paper task books because it is such a hard thing for them to keep track of. And it really adds to the stress of the job and the stress of the process.

I'm going to go ahead and submit this task book feedback. That's been completed.

So now as the trainee again — he's got everything signed off. He's now ready to submit for certification for his Division Group Supervisor qualification. I'm going to show that route and then show the approval process and what the approvers see when they get that Submit for Certification.

We're going to choose Division Group Supervisor. We have an option here — if it's a legacy task book they can check this box. It gives the prompt: if you have maintained a paper task book for this legacy training qualification, please use the paperclip to attach. So it requires them to attach at that point.

Michelle Headrick

That's great — so there's interoperability with the old system, which was paper.

Sarah Wizner

Yes. And we have the same information from when they request to be a trainee so they can validate they have everything. An attachment is required because there are education requirements — so an attachment is required for them to even be able to submit.

He's got his attachment and he's going to go ahead and submit for certification. For a Division Group Supervisor, it's a 300 level qualification, which in our system goes to the unit level for sign-off. So it would go to the training chief and then to the unit chief. And as soon as those approvals come in, the last approver automatically puts them into the system as qualified personnel.

Michelle Headrick

Available for deployment.

Sarah Wizner

Available for deployment on fires.

Now we can see that this approval is sitting with the training chief for Ondaro's unit. This is what they see when they're reviewing whether to approve this resource. They have all the requirements right there in front of them — they don't have to look it up online and have two screens side by side. They can see any attachments from throughout the lifecycle of this request, and there's a link to click on the task book to see the full task book. Since this resource has completed all of his tasks, you can see it's showing in green that he's 100% signed off.

That's just another way for the approver to validate the information. And then this is where they would Approve or Reject. If they're going to reject it, they have to add a comment, and that comment will be shown to the trainee. As Michelle mentioned earlier, we did a workshop in March down in Sacramento with Cal Fire and with the users. They were talking about how if an approval has already gone through a couple of levels and then gets rejected, it has to start all over from the beginning for something small like a missing certification.

So from that workshop we created this Request More Documentation button. They can send a direct message to the trainee saying, hey, you need to add this cert onto this approval before we can approve it and get you qualified. I think that's really great that we were able to incorporate what the users were asking for — that seemed like a really big win for them.

Michelle Headrick

When people are going through this whole process to get their qualifications so they can go out on assignments, that's huge in terms of time savings and visibility.

Sarah Wizner

Especially with the activity that Cal Fire has during the summer — they can immediately get going on incidents because each region will look and see how many qualified Division Group Supervisors they have and need for a fire. For this information to be flowing into IRWIN and IROC immediately is really great for the system.

At this point they would hit Approve. It gives you a message that it has been approved, and it will go directly into IROC and IRWIN, and he will be a qualified Division Group Supervisor available for assignments. That's the basic walkthrough of the portal and how the different features work — the lifecycle of a qualification from requesting to open the task book, getting feedback from trainers, and submitting for certification to get qualified.

Do we have any questions at this point?

Michelle Headrick

I haven't seen anything come through in the chat, but if anybody has anything, please feel free to let your voice be heard.

Sarah Wizner

As I said, there are two big parts to QMS, and that's the portal. That covers what the basic users do on a daily basis. This is the other side — more of the admin and platform side of QMS. There are two main roles that use this side. The first is Qual Managers, which for Cal Fire is the training department — training chiefs, captains, and office staff that work within training. And then we also have Record Managers, which for us is the dispatchers, because they're the data stewards for their resources — making sure resources are in the correct unit, have the right classifications, and are set up for the needs of the unit.

I'm going to show you what our resources look like here and how they are managed. You're able to choose the resource, and then you have the resource form. It gives all their information — it has the employment class classification, which can be changed, and which I mentioned earlier gives us default qualifications for things like Engine Boss or Driver Operator when they become an engineer. So that links default qualifications to the resource, and it also has their fitness demand here.

Those fitness demands are connected with the qualifications and task positions. If a resource is not a Potential Life Safety fitness demand — if they're Non-Life Safety — they cannot put in for qualifications that require Potential Life Safety or arduous fitness requirements. That validation is built in as well.

We have their organization, showing which unit and which dispatch center they're in, and the owner of the resource. This is all integrated with IRWIN and IROC, which guides reports within IROC to be able to pull where resources are or what resources are on incidents — whether they're Cal Fire or Forest Service. They can manage those reports within the system.

And they also have an activity stream showing everything that happened within the resource record — who changed anything and when it was saved or changed. I'm using the test instance, which is why we don't have an IRWIN RID here — but this would be the IRWIN RID that's linked to IRWIN and IROC as their unique identifier. That's how we

Michelle Headrick

prevent duplicates and other issues in the system, and also troubleshoot anything with the CAD systems and any of the other cooperating systems.

Sarah Wizner

And then this tab is where the resource is linked for single sign-on. Each resource has a user account that's linked to their Azure Active Directory, so they can log into the system without having to put in a new password. Which, in this day and age with all the different logins and passwords, can get confusing. When they log in, they're brought right to that portal page with their information — no password required.

Michelle Headrick

That was one of the important things brought up to us — they're not going to log into yet another system. It needs to be seamless.

Sarah Wizner

And they can also see the qualifications this person has, their qualification type, whether it's active, when it was changed, and any information within those qualifications. They have a tab for resource requests so they can see what requests they were on for incidents. And then resource experience — similar to the resource request, but it shows if they were on incidents for these different catalog items and qualifications, whether they were a trainee or qualified. They can also see what digital task books they have in progress.

Michelle Headrick

We did have one question — and it looks like Sara Silva answered it for us, which is great. Does QMS integrate with Vector Solutions? It's not currently integrated, but the ServiceNow platform can integrate with any modern system that has an API we can connect with. It's very doable. So thanks for the question, David.

Sarah Wizner

We also have complete mobile responsiveness on the portal. I'll go ahead and show you what that looks like. If you're on the fire line and need to get a feedback request sent in, you can do it from your mobile phone. That was something we just got in a couple of months ago — around March — and it's been really great for the field.

Michelle Headrick

No more paper at the fire.

Sarah Wizner

Some of the other things I wanted to cover — I know we're getting a little short on time — is how we have set up the task books within the system. I'm going to pull up Division Group Supervisor, since that's been the theme of today.

Michelle Headrick

Everybody wants to be a Division Group Supervisor.

Sarah Wizner

This is how it's built on the back end on the platform by the admin — how that information populates into the portal and is used. We have the name, the catalog item which is linked to the catalog items allowed in IRWIN and IROC, the Potential Life Safety designation, the fitness demand for that qualification, and then an approval track to open and an approval track to complete.

You don't have to have as many sign-offs to get the task book open, but to get approved, you might need several levels above that. We've built for 200, 300, 400, and 500 level qualifications. 200 is unit level training chief, 300 is unit chief level, and then we have region built in and state level as well. So for higher level qualifications, it would go all the way up to Sacramento for approval. We also built in a pre-approval guideline for the task book position.

The main request was for specialized qualifications. Before they start their approval track within the unit — for something like finance, where the finance department in Sacramento wants to approve those people getting purchasing cards before someone in the unit who may not have specialization in finance — we've created that pre-approval. It goes directly to that specialized person in finance, they approve it, and then it continues through its normal process flow so they know that person has what's needed. But we also have the general information here which populates into the portal, as I showed you when we did the Request to be a Trainee for Division Group Supervisor.

And we also have it built in for any required education, qualifications, and experiences. All of the tasks on those task books are built in here as well. And they have a handy link to display it in a more user-friendly view so you can see what's needed for that task book.

That's pretty much all I have. Do you guys have any questions or anything else you'd like to see?

Michelle Headrick

We have about five more minutes. If anyone has questions we'd be happy to either answer them, show you what we can, or set up some time to talk more. Thanks so much, Sarah — great demo.

Matt Gilchrist

Good job. Thank you so much.

For those on the line, I hope you found that insightful. We want to make sure you know how to get ahold of us. If you'd like to have a deeper discussion on how your organization can potentially become a customer and start using the system, we have a few options available depending on who you are and where you're located.

Michelle's and my email addresses are on screen, so take those down if you'd like. We will also be sending out post-webinar communications with our contact information if you'd like to set up some one-on-one time directly with us. I'm going to ask one more time — do we have any other questions? You've got a panel of experts here. David Newell, you did send in a couple of questions in the chat, so hopefully our answers were satisfactory. But if you want to talk more about integrations, specifically with Vector Solutions, we're happy to spend a minute or two on that.

Not a super chatty group today, but that's okay. Everybody, thank you so much for your time. Cal Fire, thank you for being an amazing partner and allowing us to be a steward for this system. We love the partnership, so thank you for letting us share this with some of your fire colleagues. We look forward to speaking with the rest of you soon. Everybody have a wonderful day, and I'm sure we'll be hearing from several of you. Thanks again everybody.

Sarah Wizner

Thank you.

Michelle Headrick

Thank you.

See how emergency services organizations are modernizing qualification management to improve readiness, visibility, and operational efficiency.

Watch Sarah Wizner from CAL FIRE, along with Matt Gilchrist and Michelle Headrick, as they explore how Qualification Management System (QMS) transforms the way agencies track training progression, manage task books, validate qualifications, and prepare personnel for deployment.

Through a real-world case study and live solution walkthrough, you'll gain insight into how CAL FIRE is using QMS across 23 units statewide to streamline qualification management, reduce administrative burden, and provide leaders with a clearer view of workforce readiness.

You'll also hear practical lessons learned, explore key integrations with dispatch and response systems, and discover how modern qualification management can support both day-to-day operations and large-scale mutual aid response.

Don't miss this session, where our speakers share actionable guidance for agencies looking to modernize their qualification and readiness programs.

modern-qualification-management-for-emergency-services

 

Meet the Speakers

Matt Gilchrist
Account Executive, Ondaro

Matt Gilchrist-modified

With more than a decade of experience supporting federal, state, and local agencies, he helps organizations modernize operational processes, improve readiness, and strengthen mission delivery through technology-enabled solutions. Matt has worked extensively with emergency services and public safety organizations on complex workforce and qualification management initiatives.




Michelle Headrick
Mission Critical Solutions Executive, Ondaro

Michelle Headrick-modifiedMichelle Headrick works closely with emergency services organizations to modernize qualification management and workforce readiness programs. She brings deep experience in translating complex operational requirements into scalable digital solutions that support training, credentialing, and deployment workflows. Through her work with QMS, Michelle helps agencies reduce administrative burden while improving visibility, compliance, and operational readiness.



Sarah Wizner

Product Owner Associate, Ondaro

Sarah Wizner-modifiedSarah Wizner is a leader within CAL FIRE's qualifications and readiness program and has been instrumental in advancing the agency's modernization of qualification management. She has helped drive the adoption of QMS across CAL FIRE's statewide operations, supporting efforts to improve visibility into responder qualifications, training progression, and deployment readiness. Sarah brings firsthand experience managing qualification processes in one of the nation's largest emergency response organizations.