Link to YouTube video: Understanding Tests vs. Checklists in Training
This guide explains the key differences between Tests and Checklists in the Isolocity platform's Training Manager module. Each tool serves a unique purpose in ensuring employee training, quality, and compliance
? What is a Test?
A Test is a structured process used to evaluate and validate an employee’s understanding of training content.
Test Features:
Includes predefined questions (multiple choice, true/false, or short answer).
Used to assess comprehension and determine a pass/fail status.
Minimum passing score and maximum number of attempts can be configured.
Optional random question sampling for diverse and fair evaluations.
How to Create a Test:
Navigate to Training Manager > Training Programs > Create Training Program and Test.
Enter a title (e.g., Finished Product Test).
Select a Training Type (e.g., Document Training).
For more help with Training Types, refer to the detailed training video.
Leave Employee Groups blank (optional).
For more on this field, refer to the hands-on training video.
Enter a description (e.g., Finished Product Test).
Under Test Settings, either select an existing test or create a new one:
Set Status to Active (or Inactive if not in use).
Define a Minimum Pass Score (e.g., 80%).
Set Maximum Attempts (e.g., 3).
Toggle on Random Question Sampling if needed, and define a sample size.
Question Types:
Multiple Choice: Select the correct answer from several options.
True or False: Choose between true or false.
Text Answer: Requires an exact match, including character sensitivity (e.g., “QA” vs. “Quality Assurance”).
Tip: Use multiple choice when varied answers may be entered to ensure consistent scoring.
Once completed, click Create Training Program to finalize. The training program will appear in your list and can be used in the Documents or Training Activity modules.
? What is a Checklist?
A Checklist does not determine a pass or fail status. Instead, it ensures that important procedural steps are acknowledged and followed.
How to Create a Checklist:
Go to Training Manager > Training Programs > Create Training Program > Checklist.
Enter a title (e.g., Read and Understood).
Choose a Training Type (e.g., Document Training).
Leave Employee Groups blank (optional).
Provide a description (e.g., Read and Understood Attestation).
Checklist Builder Elements:
Yes/No: Simple agreement/disagreement option.
Date Field: Allows date selection.
Checkbox: Single checkbox for confirmation.
Checkbox Group: Multiple checkboxes for multi-item lists.
Radio Group: Multiple choice, single selection.
Rich Text Editor: Allows formatted text input.
Select: Drop-down list.
Text Field: Standard text entry box.
Example Element:
Drag in the Yes/No field.
Label: “I acknowledge that I have completed the training by reading the provided procedure and understand the content presented. I agree to apply the knowledge and practices outlined in the training to my work responsibilities. If I have any questions or require further clarification, I will reach out.”
Click Close to save the item (not the “X”, which deletes it).