Safety & CompliancePurpose
1.2. Reduce manual checks, enabling real-time validation, consent capture, and minimizing liability for the organization.
1.3. Facilitate swift participant onboarding, auto-escalation for exceptions, and documentation of all compliance events.
1.4. Enforce exclusion criteria based on predefined age/health limits and flag risk scenarios for supervisor review.
Trigger Conditions
2.2. On-site check-in via kiosk, QR code, or mobile app.
2.3. Health status update submitted by participant.
2.4. Scheduled event approaching where prior eligibility check is required.
Platform variants
• Feature/Setting: SMS/voice identity confirmation; configured with participant mobile for OTP confirmation.
3.2. SendGrid Email API
• Feature/Setting: Trigger eligibility verification emails; template with consent, age/health disclosure link.
3.3. DocuSign
• Feature/Setting: Electronic consent forms with conditional logic for eligibility acknowledgment; mapped fields for date of birth and health info.
3.4. Microsoft Power Automate
• Feature/Setting: Automated workflows for data validation and routing to supervisor if exceptions detected.
3.5. Salesforce Flow
• Feature/Setting: Custom objects with validation rules for age/health; auto-log compliant/ineligible outcomes.
3.6. Google Cloud Vision OCR
• Feature/Setting: Extract and validate DOB from uploaded ID images; API endpoint for image intake.
3.7. Zapier
• Feature/Setting: Multi-app triggers to initiate checks across booking, med-data, and notification systems.
3.8. Docuware
• Feature/Setting: Automated document management for storing eligibility proofs and compliance certificates.
3.9. Workato
• Feature/Setting: Integrate booking software, CRM, and health databases for live eligibility cross-checks.
3.10. Formstack
• Feature/Setting: Logic-based forms for age/health self-assessment; automated escalation on failed criteria.
3.11. HubSpot Workflows
• Feature/Setting: Personalized eligibility notification and reminder workflows; log participant journey.
3.12. AWS Lambda
• Feature/Setting: Custom script for eligibility checks, linked to online booking portal events.
3.13. Slack API
• Feature/Setting: Send instant alerts to compliance team channel on flagged participant.
3.14. Intercom
• Feature/Setting: Automated chat triggers presenting eligibility forms when participant engages with website.
3.15. Smartsheet
• Feature/Setting: Auto-updated dashboard tracking completion of checks per participant/event.
3.16. AirTable Automations
• Feature/Setting: Automated field validation and tagging records failing age/health thresholds.
3.17. BambooHR
• Feature/Setting: Staff-facing health/fitness compliance workflow for instructor/crew eligibility.
3.18. Google Forms + App Script
• Feature/Setting: Real-time form submission check for eligibility answers; trigger warning on disqualification.
3.19. Monday.com Automations
• Feature/Setting: Status column auto-updated as checks pass/fail; notifications for next action.
3.20. Azure Cognitive Services
• Feature/Setting: Natural Language Processing to parse health disclosures; API-driven risk flagging.
3.21. Stripe Identity
• Feature/Setting: ID verification for age confirmation; result triggers follow-on waiver or alert.
3.22. Workday Extend
• Feature/Setting: Extend HR/recruitment compliance for staff activity eligibility; plug-in for medical limits.
3.23. Okta
• Feature/Setting: Conditional access flows based on health/age input from registration system.
3.24. G Suite Apps Script
• Feature/Setting: Email reminders and spreadsheet audits for compliance event logging.
3.25. ActiveCampaign Automations
• Feature/Setting: Segmented mailing for eligible/ineligible participants; personalized action instructions.
Benefits
4.2. Accelerates participant vetting, cutting staff workload and wait times.
4.3. Centralizes and secures eligibility records for insurance, legal, and operational use.
4.4. Enables proactive compliance intervention and data-driven safety improvements.