Plan assessor visits around locations and due dates.

Cluster appointments by location while balancing qualifications, availability, and expiring certification windows.

Book a Demo

Assessor pointing across excavator controls to a candidate seated in the cab

Trusted by teams coordinating frontline work.

//Who it's for

Assessment windows shape the route plan.

Learner sites are grouped by location, but qualifications, site access and due dates still decide who goes where. Coordinators review available assessors before confirming, and Tempo, Skedulo's AI agent for schedulers and dispatchers, can propose a retest after a failed result.

Runs the operation

Certification program manager

Track certification windows before they expire, with missed or failed assessments in view.

With Skedulo

Integrations can share assessment results with certification, LMS and HRIS systems.

Explore operations leadership

Office worker at a desk with a regional map on screen

Plans the work

Assessment coordinator

Review available assessors before confirming clustered appointments.

With Skedulo

Approve the retest appointment Tempo proposes after a failed result.

Explore scheduling and dispatch

Person holding a tablet beside an apprentice working at a workbench vise

Does the work

Field assessor

Record ratings, photos, notes and signatures in Skedulo Mobile forms during the visit.

With Skedulo

Missing evidence creates a follow-up task through workflows you define.

Explore frontline work

//How it runs

Assessment requests, field evidence and outcome review.

//Tempo

Review assessor capacity with Tempo.

Compare assessor assignments and prepare follow-up with Tempo. Your program sets assessment requirements; its enabled records and actions determine how Tempo can assist.

Meet Tempo

Sam Ortiz recertificationFri 14

Sam Ortiz's forklift certification expires Fri 14 Mar

Automation : Certification expiry watch

CreatedMon 10 Mar, 8:15 AM 4 daysuntil it expires

Assigned to

You

ContextPreparing contextUpdated just now

WorkingStep 1 of 3Step 2 of 3Step 3 of 3

CompleteDone just now

Seed prompt · from the issue

Sam Ortizcontact drives a forklift at Shade & Sill's Englewood warehouse; his certification expires Fri 14 Mar.
Renewing it needs a practical assessment at work, observed by an accredited forklift assessor.
Nothing is booked, and this week's assessor routes are already set.

ThinkingChecking which assessor routes pass Englewood this week

Thought for 3s

Sam can't drive at work after Friday without a new assessment. Let me find an accredited assessor whose route passes his site.

Gathering context

Context generated· 3 sources

Reading his certificationFri 14 MarChecking accredited assessors2 nearbyReading this week's routes1 passes nearby

Aaron Feldman is in Englewood on Wednesday. Shade & Sill is 6 minutes off his route, and he's free from 11:00 AM.

Who can assess Sam before Friday

first slot

A Curtis MensahAccredited · in Aurora Thursday, 40 minutes away Thu 13

B Andre BassettAssociate trainer · not accredited to assess None

C Aaron FeldmanOn his routeAccredited · 6 minutes off his Englewood route Wed 12

Recommended planHigh confidence

Book Sam's assessment on Aaron's Wednesday route

What happens

1Book the assessment with AaronWed 12 Mar, 11:00 AM

2Text Sam the appointmentand what to bring

3Add the stop to Aaron's routebetween Lakewood and Englewood

Edit planStart plan Started at 8:17 AM

Booking the assessment with Aaron

Assessment booked· Wed 12 Mar, 11:00 AM

Writing to Sam

Texted Sam Ortiz· the time and what to bring

Tempo → Sam OrtizContact · Text8:18 AM

Hi Sam, your forklift assessment is Wed 12 Mar at 11:00 AM at the warehouse, with Aaron Feldman. Please bring your current certificate.

Waiting for Sam

Sam OrtizContact → Tempo · Text8:26 AM

Great, I'll have the truck ready at the dock.

Updating Aaron's route

Aaron's Wednesday route updated· Lakewood, Shade & Sill, Englewood

Aaron assesses Sam at Shade & Sill on Wednesday at 11:00 AM, two days before the expiry. Sam has the time.

Ask a follow-up…Working on the plan…Ask a follow-up…

Ask

Context Comms12

Sam Ortiz recertification

Task · ortiz-forklift-recert

Plan

i

0 of 31 of 32 of 33 of 3

Waiting on contextDrafting a planProposed · waiting for youStarted 8:17 AM

Renew Sam's certification before Friday

Book the assessment with AaronBookingDone

Text Sam the appointmentWritingDone

Add the stop to Aaron's routeUpdatingDone

Until it expires

i

Fri 14 Mar

4d 15h

CertificationForklift operator

RenewalEvery 3 years

SiteShade & Sill, Englewood

Off the forklift from Sat 15 Mar if it lapses

The assessment

i

Not bookedBooked

Forklift operator · practical at the warehouse

Observed byAn accredited assessorAaron Feldman

On siteAbout 1 hour

ForkliftHis own, at the dock

BookedNothing yetWed 12 Mar, 11:00 AM

ContextComms

New issue

Sam Ortiz's forklift certification expires Fri 14 Mar

Certification watch · Shade & Sill · just now

//From due date to recorded evidence

Plan visits and review assessment records.

Track deadline risk, match assessors, plan the route, and capture evidence in the field.

Assessment due dates

Track certification windows before they expire.

Assessor matching

Schedule by qualification, route, and availability.

Routes between learner sites

Cluster learner sites by geography and travel time.

Field assessment evidence

Record ratings, photos, notes, and signatures in the field.

Retest and follow-up workflows

Configure workflows to create follow-up tasks for missed or failed assessments.

American Red Cross first aid class reviewing course booklets with an instructor

How American Red Cross schedules more than 1,250 mobile instructors.

31%

Reduction in instructor underutilization

“Skedulo worked with us to create a customized solution that is truly plug-and-play and scalable. We can drop this process as is into other parts of our organization and it will work.”

Joe Zito

Vice President of Information Technology, American Red Cross

Read Story

Before

Instructor, course, and customer data were split across a CRM, a learning management system, and spreadsheets.
Each region managed its own instructors separately in spreadsheets and email.

With Skedulo

Instructor, course, and customer data unified on Salesforce with Skedulo.
Visibility into how many hours each instructor is scheduled for the month.

Outcome

31% less instructor underutilization.
30% lower cost of scheduling.
43% less time to schedule.

//Frequently Asked Questions

Group suitable assessments by location while preserving required qualifications, due dates, and site windows. Mastermind supports route optimization; review the proposed plan against your program's requirements.

Yes. Use recorded qualifications, availability, access, travel, and assessment due dates. Your program confirms assessor suitability and which appointments take priority.

Yes. Record ratings, photos, notes, and signatures in configured mobile forms. Review the submitted evidence and follow up on missing items. Your certification process determines the outcome; a completed visit is not an award of certification.

Yes, with an automation your team sets up. A failed result can create a retest task and learner notification, and Tempo checks assessor availability and the learner's site before proposing the retest appointment for the coordinator to approve.

Yes. Integrations and APIs share assessment results with certification, LMS and HRIS systems. What's shared and when depends on the integration you configure.

//Related Products

Explore tools for certification teams and assessors.

Products

Training & Education

Use cases

See Skedulo for field assessment programs.

We'll explore assessor scheduling, mobile evidence and the records your certification process requires.

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