Welcome to Isolocity's Support

What is the purpose of adding a new activity in the Isolocity system?

• Adding a new activity in the Isolocity system allows you to create a catalog of processes that can be associated with inspection criteria and templates. This is essential for tracking, managing, and ensuring consistency across various operations, such as inspections, manufacturing processes, or routine maintenance(Adding A New Activity).

How do I begin adding a new activity in the Isolocity system?

• To begin adding a new activity, log in to the Isolocity system, navigate to the Product/Activity Manager in the leftside bar, and click on "Create Activity"(Adding A New Activity).

What information is required to create a new activity?

• The required information includes:

  • Status: Active or Inactive, which determines whether the activity is currently in use.

  • Finished Activity:Is what allows the Bill of materials section to become visible

  • Activity Number: A unique identifier associated with your Standard Operating Procedure (SOP) number or form number.

  • Activity Name: A descriptive name for the activity.

  • Parent Activity (Optional): Link to other related activities in the system(Adding A New Activity).

Why is it important to set the status of an activity?

• Setting the status of an activity to "Active" or "Inactive" helps control its availability within the system. Active activities are available for use in inspections or processes, while inactive activities are archived and hidden from use(Adding A New Activity).

What does it mean to designate an activity as a "Finished Activity"?

• Designating an activity as a "Finished Activity" indicates that the activity is complete and the BOM section will now be available.

How do I link a new activity to a "Parent Activity"?

• To link a new activity to a parent activity, click the arrow key in the "Parent Activity" field during the creation process. This creates a parent-child relationship, allowing you to organize related activities within the system(Adding A New Activity).

How do I assign an "Activity Number"?

• The "Activity Number" should be entered in the designated field during the activity creation process. This number typically corresponds to your SOP or form number, providing a standardized way to reference the activity within the organization(Adding A New Activity).

What should I include in the "Activity Name"?

• The "Activity Name" should be a descriptive title that clearly identifies the process or task. For example, "Nutrient and Pesticide Tracking" could be an activity name for a process in an agricultural operation(Adding A New Activity).

How do I finalize the creation of a new activity?

• After entering all the necessary information, click "Create Activity" to save the activity in the system. This action ensures that the activity is available for use in inspections or other related processes(Adding A New Activity).

What is the purpose of the "Current Lot / Batch Number" field?

• The "Current Lot / Batch Number" field allows you to associate the activity with a specific batch or lot number, which is useful for traceability and inventory management during inspections(Adding A New Activity).

How do I enter and manage revision levels for an activity?

• Revision levels can be entered in the "Revision Level" field during the Bill of materials process. They are specific to the BOM and not the activity itself.This helps track changes over time.

Why might I need to upload files related to an activity?

• Uploading files, such as SOPs, manuals, or diagrams, provides additional context and resources for users performing the activity. These files can be uploaded during the creation process by clicking on "Upload Files"(Adding A New Activity).

How do I link a template to an activity?

• You can link a template to an activity by selecting the appropriate template in the "Template" field. This is necessary for setting up inspection criteria that will be used during activity inspections(Adding A New Activity).

What is the role of the "Supplier" field in the activity creation process?

• The "Supplier" field allows you to associate a supplier with the activity. This is optional but useful for tracking where materials or services are sourced from, especially if the activity involves using specific materials(Adding A New Activity).

How do I link customers to an activity?

• You can link customers by selecting them in the "Customer" field. This association helps track which customers are related to the activity, which is particularly useful in customer-specific processes(Adding A New Activity).

Why would I link equipment to an activity?

• Linking equipment to an activity helps users know what tools are required to complete the activity correctly. This is especially important for ensuring that the correct equipment is available and in working order during inspections(Adding A New Activity).

What is the significance of the "Department" field in the activity setup?

• The "Department" field allows you to associate a specific department or team with the activity. This helps in assigning responsibility and ensuring that the correct personnel are involved in the process(Adding A New Activity).

How do I manage costs associated with an activity?

• Costs can be managed by selecting a "Fixed" or "Variable" cost type during the activity setup. This ensures that the financial aspects of the activity are tracked and managed appropriately within the system(Adding A New Activity).

How do I enter and manage materials for a finished activity?

• Materials associated with a finished activity can be added by selecting them in the bill of materials section. This allows you to track all items used during the activity and ensures that everything is accounted for(Adding A New Activity).

Why might I need to enter the "Quantity" of materials used in an activity?

• Entering the quantity of materials used helps in inventory management and ensures that the correct amount of each material is available and accounted for during the activity(Adding A New Activity).

What are the next steps after saving an activity?

• After saving an activity, it can be used in inspections or other processes. You should also regularly review and update the activity to ensure it remains current and effective(Adding A New Activity).

How do I search for a specific activity in the system?

• Activities can be searched by keyword or date range within the system. This feature allows for quick retrieval of activities, making it easier to manage and track processes(Adding A New Activity).

What should I do if an activity needs to be updated?

• If an activity needs updating, you can create a new revision or edit the existing activity directly within the system. Ensure that all changes are saved and that the updated version is used moving forward(Adding A New Activity).

How do I ensure that the activity data remains accurate and up-to-date?

• Regularly review and update the activity information, especially after process changes or revisions. This practice ensures that the data remains accurate and that all personnel are working with the most current information(Adding A New Activity).