How It Works


Being a cloud-based platform allows for universal access to ProCertX. From a remote office, worksite or vehicle, the ability to view records from your laptop or mobile widens the range from where you are able to manage. Centralization of data such as training schedules, certifications, site control access management and emergency responder specifics allow for a broader view of compliance while reducing the risk of paper-based records being on-site.

With increased visibility, time and risk is minimized while safety and productivity is maximized. The ability to easily move data that has been kept in excel-based repositories to the user specified area within ProCertX allows for limitless integration via access and engineering controls.

In addition to access of preferred contractor records, ProCertX can be scaled to fit any needs deemed essential to the operational optimization of your company. There is no limit to the needed amount of card readers, inputs/outputs, cardholders, and control panels.

Identity Management

Trusted identity based on specific designations allow for increased security and credential management, and custom fields permit for the tracking of what matters most when needed most. ProCertX can be utilized in a multitude of ways. For example, if you have a company you continuously work closely with, cross-company trust allows general contractors to view sub-contractors, and employers to view independent contractors. Administration may also view employee and subcontractor training records in the same system, side-by-side.

Multiple user roles allow for individuals to view their own password protected profile and training schedules from any location. Managers and administrators are able to add new users, edit necessary information, plan training, or assign/revoke certificates. Acquiring an instructor role allows for traceability to employee training history/pedigree. Several user levels may overlap, if so desired.

The use of a secure ID card (badge) replaces multiple paper certificates and hard hat stickers, limiting the potential of damaged or lost certificates. These durable Radio Frequency Identification (RFID) cards include prudent information administered by management, giving instant access to all qualifications and credentials. Cards can be associated with more than one company, have the users name and photo as an extra step to prevent non-authorized use, and have a two-dimensional barcode (QR Code) backup.

Credential Management

Managing an employee or subcontractor’s credentials is arguably one of the most important aspects of a company. Chemical plants, oil industry jobs, trucking companies, and emergency first responders are just a few examples of the many professions where employees encounter hazardous material and situations. ProCertX offers an automated, centralized location to house all profiles and certifications in one place by associating an identity with specific authoritative proof of identity and credentials.

Along with certificate and training management, verification no longer needs to be a daunting task. Individuals who have been designated specific credentials such as instructor or staff manager, may view certificates company wide, by department, or by role. This administrative interface eliminates the need for (solely) developed resources to setup new clients. Credentials and qualifications are accessible and able to be edited on demand from any web-enabled device.

Previously earned credentials and historic information can be uploaded from any source and immediately show on a user’s profile. Administrators and participants alike are able to track the status of each certificate, and receive notification prior to certificate expiration with ample time to plan and schedule re-certifications. Training registration/enrollment is viewable by the card holder, and attendance is tracked by requiring scanning in/out with the RFID badge at the start and end of each training session. This results in instant virtual issuance of earned certificates (such as OSHA 10, OSHA 30, etc.) being garnered immediately upon the completion of required training.

In addition to maintenance such as renewal or expiration, credentials may also be revoked via the ProCertX system. The ability to have such concentrated control over certificates and authorized admittance culminates in the SafeSite™ portion of ProCertX by integrating engineering controls with training records for real-time controlled access capabilities.


At the core of ProCertX is SafeSite™, an engineering control that is integrated with training records and certificates. SafeSite™ is an essential solution in reducing risk exposure and increasing safety compliance by leveraging trusted identities, set parameters, and credentials to ensure only permitted individuals are granted access to protected resources.

The single program “smart card” ID badge that replaces multiple paper certificates and hard hat stickers allows for instant virtual issuance of earned certificates, in addition to immediate verification of work site access authorization.

Rather than time spent signing into a system or eliciting the man hours to stand post and check individual cards or stickers to confirm access, instant verification of certificate requirements using “swipe-and-go” access is done in four easy steps:

  1. User scans ProCertX ID badge
  2. SafeSite™ instantly compares user certifications to the pre-set parameters set forth by administration
  3. Access is granted or denied based upon verification/validation of certificates
  4. Results are logged

If a user runs into an issue, administration is contacted via the number on the card reader and the issue may be solved in real-time.

In the event of an emergency, SafeSite’s™ LiveLog allows for real-time location visibility of an individual based on designated access points requiring a card swipe. Cloud based records are readily accessible by on or off site staff pertaining to the individual’s heath care requirements, and MSDS or facility maps can be downloaded by emergency personnel. LiveLog also allows visibility to individuals who have been granted or denied access during specific dates and times. Additional safety checks may be applied in conjunction with SafeSite™ such as traffic control and routing.


With our API protocols, ProCertX allows for flexibility for integration with (or as an extension of) your existing systems. Customizable to meet industry-specific requirements, the ProCertX system is particularly helpful in areas such as enterprise resource planning, system or site access and safety, human resource information systems, dispatch, EMS, and heavy machine access.

Employees and contractor’s personal information and credentials are easily managed, resulting in reduced follow up time spent on compliance. Mobile scanning allows for pre-scheduled or last minute safety meetings (tool-box talks) and first responders have instant access to critical emergency medical information, in addition to worksite documents.

ProCertX is a proven solution in improving operational efficiency while ensuring a safe and secure work environment.

Several highlighted benefits include:

  • Single program “smart card” ID badge replaces paper certificates and hard hat stickers by consolidating all participant profiles and certificates into one place
  • Instant virtual issuance of earned certificates
  • Immediate verification of authorized access
  • Pro-active notification of required re-certification or training
  • Real-time visibility of your company’s training and certification program compliance
  • Reduction in risk/exposure by increasing safety compliance