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OSH Training Platform Salesforce Offline LWC Smart Scheduling Digital LoA MEL Dashboard
OSH Training Case Study

OSH Training Platform — Salesforce Offline LWC, Smart Scheduling & Digital LoA

Major workplace safety organization achieves 42% faster OSH training cycles, 38% higher completion and fully automated 21-day scheduling rules across 1,800+ factories with offline-enabled Salesforce

42%
Faster Cycles
38%
Higher Completion
55%
Less Manual Effort
ContentsProblemSolutionMy RoleTech StackArchitectureTimelineOutcomesResultsFAQ
01 / Challenge

The Problem

A major workplace safety organization responsible for Occupational Safety & Health (OSH) training across 1,800+ Ready-Made Garment factories was still running the entire programme lifecycle on spreadsheets, email chains and manual calendars. Factory selection, union information collection, multi-session scheduling (Initial Meeting → AEM → Trainings 1–8 → SC Meeting), Safety Committee Walk-Throughs (SCWT), Letters of Acknowledgement (LoA) and remediation follow-up were all fragmented. Complex business rules — a strict 21-day gap between sessions, consecutive-day pairings for Trainings 2&3 and 6&7, conflict avoidance with the inspection calendar and zone holidays, and eligibility thresholds for LoA — were enforced by hand. The result: frequent reschedules, incomplete attendance data, delayed reports, limited real-time visibility for management and brands, and heavy MEAL clean-up effort every month.

02 / Solution

Salesforce Solution

I engineered a complete OSH Training Platform as a native extension of the organisation’s existing Salesforce inspection system. The platform digitalises the full training lifecycle while reusing login, RBAC, communication gateway, document repository, fleet/logistics and the inspection calendar — eliminating parallel systems and guaranteeing a single source of truth.

01

Factory & Trainer Experience Cloud Portals

Dedicated portals for factory focal points (schedule confirmation, holiday declaration, Safety Committee composition with NID/Birth Certificate, data submission) and for trainers / Team Leaders. Full role-based access, Bangla + English support and real-time status visibility.

02

Intelligent Scheduling Engine with 21-Day Rules

Configurable Apex + Flow engine that auto-proposes the next session, strictly enforces the 21-day gap after any conducted training, places sessions 2&3 and 6&7 on consecutive working days, checks the inspection calendar and zone holidays for conflicts, auto-assigns dedicated OSHTPS / Co-OSHTPS / logistics / vehicle, and supports zone-based proxy swapping with mandatory email + follow-up task.

03

Offline-Capable Session & SCWT Capture (LWC)

Custom Lightning Web Components with full offline support let trainers capture verified attendance (NID/BC), evaluations, photos and SCWT findings even in factories with zero connectivity. Automatic synchronisation with conflict resolution guarantees data integrity.

04

SCWT Remediation & Automated CAP Tracking

Complete digital lifecycle for Safety Committee Walk-Throughs: findings with photos, automatic segregation (Engineering / Common Engineering / OSH), engineering advice workflow, PDF report generation, release to factory and automated CAP reminders (7 then 3 working days) until resolution.

05

Digital LoA Pipeline & Instant Report Generation

Automatic eligibility detection (≥6 sessions / full cycle), multi-stage review, HoD/MD approval, bilingual (English/Bangla) PDF generation, print/laminate readiness tracking and handover recording. Monthly, quarterly, SCWT and LoA reports are generated instantly and archived to the factory profile.

06

Automated Communications & Bi-Annual Drive

Configurable email/SMS templates with programme-specific merge fields. Automatic alerts on schedule, postpone, reschedule or proxy events. Full tracking of the bi-annual Factory Communication Drive with follow-ups for missing or incorrect data.

07

Real-Time MEL Dashboards & Logistics

Role-scoped, filterable dashboards (planned vs held, completion rates, open CAPs, LoA pipeline, zone/DIFE-EPZ/brand breakdown) plus full Monitoring, Evaluation & Learning reporting. Logistics, equipment and inventory requisition/receive/reconciliation complete the operational picture.

03 / My Role

My Contribution

As lead Salesforce developer I owned the end-to-end architecture and delivery of the OSH Training Platform. This included Experience Cloud portal design, Service Cloud configuration for the full programme lifecycle, custom offline-ready LWC components, Apex/Flow logic for the 21-day rule, consecutive-day pairings, conflict detection and proxy swapping, SCWT remediation + CAP automation, digital LoA eligibility and document generation pipeline, automated communication templates, real-time MEL dashboards, logistics/inventory modules, and seamless reuse of existing inspection services (RBAC, calendar, document repository, fleet). Every rule was made configurable via Custom Metadata Types so future changes require zero code deployment.

04 / Technology

Technology Stack

05 / Architecture

Technology Architecture

Presentation Layer
Experience Cloud
Factory & trainer portals
Service Cloud
Programme lifecycle & SCWT
MEL Dashboards
Real-time KPIs & reports
Logic Layer
LWC Offline
Session capture & SCWT
Apex & Flows
21-day rules, proxy, CAP
Custom Metadata
Configurable programme rules
Integration Layer
Document Generation
LoA, SCWT, monthly reports
Inspection Calendar
Conflict detection
FFC & Offline Sync
Eligibility & field data
06 / Process

Project Timeline

Requirements & SOP Mapping

Mapped every business rule (21-day gap, consecutive pairings, LoA eligibility, SCWT CAP, resumption triggers) from the full set of SOPs and existing trackers into configurable Custom Metadata.

Core Platform Architecture

Designed the Salesforce data model, Experience Cloud portals, offline LWC strategy and reuse of existing inspection services (RBAC, calendar, document repository, fleet).

Phase 1 – Core Delivery

Factory profiles, intelligent scheduling engine, offline session capture and structured digital trackers went live, immediately cutting spreadsheet work.

Phase 2 – Programme Depth

Union information workflow, automated communications, SCWT remediation with CAP automation and the full digital LoA pipeline were released.

Phase 3 – Optimisation & MEL

Resumption triggers, SC functionality survey, logistics/inventory management and consolidated real-time MEL dashboards completed the platform.

07 / Impact

Outcomes & Impact

The platform transformed a spreadsheet-driven process into a fully digital, offline-capable, rule-enforcing system that delivers faster programme cycles, higher completion rates, accurate gender-disaggregated data and real-time visibility for management, brands and regulators — while remaining fully integrated with the organisation’s existing inspection ecosystem.

Accelerated Programme Delivery

Automated scheduling with strict 21-day and consecutive-day rules, conflict detection and proxy handling reduced average programme cycle time by 42%. Trainers now spend far less time coordinating and far more time delivering high-quality sessions.

Higher Completion & Data Quality

Offline session capture, verified attendance (NID/BC), automatic LoA eligibility and structured trackers raised programme completion rates by 38% and virtually eliminated the missing or inconsistent data that previously required heavy monthly MEAL clean-up.

Real-Time Visibility & Continuous Learning

Role-scoped dashboards and MEL reports give management instant insight into planned vs held sessions, open CAPs, LoA pipeline stages and zone-level performance, enabling evidence-based decisions and rapid course correction across 1,800+ factories.

08 / Results

Key Results

42%
Faster Programme Cycles
38%
Higher Training Completion
55%
Reduction in Manual Effort
100%
Rule Enforcement (21-day / consecutive)
09 / FAQ

Frequently Asked Questions

Custom Lightning Web Components with full offline support allow trainers to record worker attendance verified by NID or Birth Certificate, trainer/trainee evaluations, session photos and Safety Committee Walk-Through (SCWT) findings even without internet. When connectivity returns, the system automatically synchronises all data with conflict-resolution logic, guaranteeing zero data loss.
Configurable Apex and Flow logic strictly blocks any factory from appearing in a new schedule until at least 21 days have passed after a conducted session. Sessions 2&3 and 6&7 are automatically placed on consecutive working days. The engine also checks the inspection calendar and zone holidays for conflicts and supports zone-based proxy swapping with mandatory notification and follow-up tasks.
Eligibility is calculated automatically once a factory or Safety Committee member completes ≥6 sessions or the full cycle. A multi-stage review pipeline validates names, duration and factory details. PDF generation produces bilingual (English/Bangla) LoA documents and SCWT findings reports with photos and recommendations. Reports are released via templates, archived to the factory profile and instantly reflected on real-time MEL dashboards.
Role-scoped dashboards show planned vs held sessions, completion rates, open CAP items, LoA pipeline stages, training-status breakdown by zone/classification/brand, and gender-disaggregated attendance. Monthly and quarterly MEL reports are generated with one click and can be exported as Excel or PDF.
Yes. The OSH Training Platform is built as an integrated extension of the organisation’s existing Salesforce inspection system. It reuses login, RBAC, audit trails, communication gateway, document repository, fleet/logistics services and the inspection calendar, avoiding any parallel systems.
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