There are two ways to send Training in Isolocity:


This article assumes that training types, employee groups, and training programs have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.

Step #1

Click here to access "Training Manager".

Note: Depending on when your organization began using Isolocity, this module may appear as “Human Resources” instead of its current name.

Step #2

Click "Training Activities".  Here you will see a list of all training assigned to your team members.  You are able to generate training reports such as the "Training Matrix Report" and "Training Database Download".



Step #3

This step is only to be conducted for Hands On Training.  Please continue to Step #5 for document-related training.  Click "Create Training Activity" and select the following:

  • Training Program
  • The Employee Group you'd like to assign this training to
  • The Start Date
  • The Completion Date
  • The Repeat Frequency and Duration (optional)
  • The Supervisor
  • Upload any relevant files


Step #4

Click "Create Training Activity".

Step #5

This step is only to be conducted for Document-Related Training.  If you are assigning Hands On Training, you have completed the workflow at Step #4.  Navigate to the "Documents" module.

Step #6

Locate the document you want to assign training to. The document must have reached at least Stage 3 approval—otherwise, training cannot be assigned. Additionally, ensure that a training program and employee groups are associated with the document before proceeding.


Step #7

Click "Create Training Activity" and select the following:

  • The Start Date
  • The Completion Date
  • The Repeat Frequency and Duration (optional)
  • The Supervisor


Step #8

Review the list of employees and click "Save".