Link to Video: Creating Hands-On Training in Isolocity


Creating Hands-On Training in Isolocity

This guide outlines how to create and manage hands-on training in Isolocity when the training is not associated with control documentation. It assumes a test or checklist has already been created.

Step 1: Create a Training Type

  1. Navigate to Training Manager > Training Programs > Manage Training Types.

  2. Click Create Training Type.

  3. Enter the name of your training type (e.g., “Hands-On Training”).

  4. Training types can be inactivated at any time if no longer needed.

Step 2: Set Up Employee Groups

  1. Go to Training Manager > Employee Groups > Create Employee Group.

  2. Enter a name for the group (e.g., “Sanitation”).

  3. Optionally add a Review Timeline to reassess the group periodically.

  4. Click Create, then assign applicable employees to the group.

    • Users can belong to multiple groups.

    • Groups are often set by department or job title.

Step 3: Create the Training Program

Once you’ve created a test or checklist:

  1. Create a training program.

  2. Associate relevant Employee Groups (e.g., “Quality Assurance”) to the training.

    • This ensures appropriate training appears during employee onboarding.

For more detailed steps on creating tests and checklists, refer to the related videos.

Step 4: Assign Training to Employees

  1. Go to Training Manager > Training Activities > Create Training Activity.

  2. Select the appropriate training program (e.g., “Finished Product Test”).

  3. Define:

    • Start Date: When training begins.

    • Completion Date: Deadline for completing the training.

    • Repeat Frequency: (e.g., every 12 months).

    • Supervisor: Will receive results via email after training completion.

    • Additional Files: Upload any supporting documentation.

  4. Click Create Training Activity.

  5. Training will be assigned to the selected employee group.

    • Users will receive an email (if enabled) and see the training on their dashboard.

Note: It may take a few minutes to load all employees into the training activity. Refresh the page if needed.

Step 5: Monitor Training Activity

  1. View a list of assigned employees and training status, scores, and due dates.

  2. Download:

    • PDF Report: View user answers.

    • CSV Reports:

      • Training Database Download: Results for all training versions.

      • Training Matrix Export: Results for only the current approved revision.

Step 6: Manage Training via Employee Profiles

  1. Navigate to Training Manager > Employee Manager.

  2. Click on an employee to view:

    • Profile Information (auto-created when added in User Manager).

    • Test & Checklist History.

    • Export employee-specific training history as PDF.

  3. Add the employee to a group and click Save to trigger the Training Wizard.

  4. The wizard allows you to assign all applicable training and set end dates.

  5. You can also add:

    • Date of Birth

    • Phone Number

    • Address

    • Position

    • Notes

    • Review Timeline

Step 7: Adjust Admin Settings

  1. Admins can configure settings under Profile Picture > Team Settings.

  2. You can enable e-signature on training completion.

    • Users will enter their username and password to complete training.

Step 8: End-User Experience

  1. Log in as an employee-level user.

  2. On the dashboard, the assigned training appears with a green arrow.

  3. Click the arrow to begin.

  4. Complete the test or checklist.

  5. Resource material (if uploaded) is available at the bottom of the screen.

Reminder Notifications: Users receive automated reminders 1 week and 1 day before the training completion deadline.

Additional Resources

  • For setting up document-related training, or building a test or checklist, please refer to the relevant training videos.