Welcome to Isolocity's Support

Account Setup 6

• Setting Up Your Profile
• Email Notifications
• Multi-Language Support
• Accessing Your Database Team
• Organization Settings

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User Roles & Permissions 4

• Adding A User
• How to Inactivate a User
• Adding A New Team
• Adding A New Team Group

First Steps 4

• Dashboard
• Recent Activity
• Error Codes
• Create an Action Item

Getting Started FAQs 14

• FAQs for "My Profile"
• FAQs for "Email Notifications"
• FAQs for "Multi-Language Support"
• FAQ's for "Accessing Your Database"
• FAQs for "Organization Settings"

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Documents Module 7

• Add a New Department
• Adding Authorized Signers
• How to Create an Approval Matrix
• Adding A New Document Type
• Adding A New Document

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Document Management FAQs 8

• FAQs for "Add a New Department"
• FAQ's for "Adding Authorized Signers"
• FAQs for "How to Create an Approval Matrix"
• FAQs for "Adding a New Document Type"
• FAQs for "Adding a New Document"

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Training Manager Modules 8

• Adding A New Employee Group
• View Employee Profile
• Adding A New Training Type
• Adding A New Training Program
• Understanding Tests vs. Checklists in Training

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Training Management FAQs 9

• FAQs for "Adding a New Employee Group"
• FAQs for "View Employee Profile"
• FAQs for "Adding a New Training Type"
• FAQs for "Adding a New Training Program"
• FAQs for "Understanding Tests vs. Checklists in Training"

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CAPA Modules 5

• Adding A New Corrective Action Report (CAR)
• Adding A New Non-Conformance Report (NCR)
• Adding A New Deviation Report
• Adding a New Complaint
• Adding a Out of Specification Report (OOS)

Planning Modules 3

• Adding A Planning Report
• Adding A Change Control Report
• Adding A Risk Management Report (PFMEA & HACCP)

Quality Events FAQs 9

• FAQs for "Adding a New Corrective Action Report (CAR)"
• FAQs for "Adding a New Non-Conformance Report (NCR)"
• FAQs for "Adding a New Deviation Report"
• FAQs for "Adding a New Complaint"
• FAQs for "Adding an Out of Specification Report (OOS)"

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Product / Activity Manager Module 2

• Adding A New Part or Product
• Adding A New Activity

Template & Inspection Modules 4

• Adding a New Template
• Adding Authorized Users to a Template
• Adding A New Inspection
• Add an Activity Inspection

Inventory Management 9

• Editing Your Inventory
• Batch Lookup
• Downloading Inventory Levels Report
• Downloading Product Bill of Materials
• Downloading Production Report

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Shipping & Receiving Modules 6

• Adding A New Customer
• Adding A New Supplier
• Creating an Order
• Uploading Parts in an Order
• Adding A Receiving Inspection

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Parts, Inspections & Inventory FAQs 20

• FAQs for "Adding a New Part or Product"
• FAQs for "Adding a New Activity"
• FAQs for "Adding a New Template"
• FAQs for "Adding Authorized Users to a Template"
• FAQs for "Adding a New Inspection"

View all 20

Equipment Modules 4

• Adding A New Equipment Type
• Adding New Equipment
• Adding a New Equipment Template
• Adding an Equipment Inspection

Equipment Management FAQs 4

• FAQs for "Adding a New Equipment Type"
• FAQs for "Adding a New Equipment Template"
• FAQs for "Adding an Equipment Inspection"
• FAQs for "Equipment Management"

Audit Modules 4

• Adding a New Audit Type
• Adding New Audits
• Adding An Audit Template
• Adding an Audit Inspection

Audit Management FAQs 3

• FAQs for "Adding an Audit Type"
• FAQs for "Adding An Audit Template"
• FAQs for "Adding an Audit Inspection"

Module Workflows 22

• Optimized Implementation Path for Isolocity
• Creating and Revising a Document Workflow
• Creating a User & Assigning Training
• Creating a Training Program Workflow
• Creating Hands-On Training (Training Activity) Workflow

View all 22

General FAQs 2

• Poem about Isolocity
• FAQ's for "General Topics"

Billing FAQs 1

• FAQ's for "Pricing & Billing"

Mass Upload FAQs 1

• FAQ's for "Mass Uploads"

User Permissions, Activation & Password FAQs 1

• FAQ's for "User Permissions, Activation, and Passwords

Azure & SSO 3

• Understanding Azure AD & SSO in Isolocity
• Azure Active Directory (AD) User Guide
• Azure Single Sign-On (SSO) User Guide

OneDrive 3

• OneDrive Integration Overview
• Using OneDrive with Isolocity: A Guide to Post-Integration Features and Functionality
• OneDrive Integration User Guide

Other Integrations 6

• What is the Isolocity Open API?
• Certicraft Integration User Guide
• Dutchie (Leaf Logix) Integration User Guide
• Elevated Signals Integration User Guide
• Shopify Integration User Guide

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Integrations FAQs 3

• FAQ: Using OneDrive with Isolocity
• FAQ: Understanding Azure AD & SSO in Isolocity
• FAQs for "Integrations"

Glossaries 2

• Icon Reference Guide
• Documents Glossary

Releases 2

• Product Release Notes
• Understanding Versioning and Validation in Isolocity

Feedback 2

• Help Us Improve our Knowledge Base
• Contribute to Future Updates