Link to Video: Hands-On Training in Isolocity
FAQ: Hands-On Training in Isolocity
1. What is the purpose of hands-on training in Isolocity?
Hands-on training allows you to create and assign training that is not linked to control documentation but is still tracked using tests or checklists.
2. What must be created before setting up hands-on training?
You must first have a test or checklist created in the system.
3. Where do I go to create a new training type?
Navigate to Training Manager > Training Programs > Manage Training Types.
4. How do I add a new training type like “Hands-On Training”?
Click Create Training Type, enter the name, and save.
5. Can I deactivate a training type if I no longer need it?
Yes, you can inactivate a training type at any time.
6. What is an employee group used for in training setup?
Employee groups define the training structure and determine which employees receive specific training assignments.
7. How can employee groups be structured?
Most clients structure them by department, but you can also organize them by job title.
8. Can an employee belong to multiple employee groups?
Yes, users can be part of more than one employee group.
9. How do I create a new employee group?
Go to Training Manager > Employee Groups > Create Employee Group, enter a name, optionally add a review timeline, and select employees.
10. What is the purpose of a review timeline in employee groups?
It allows you to set a schedule for re-evaluating the group periodically.
11. Where do I associate employee groups with a training program?
When setting up the training program, you assign employee groups during the configuration process.
12. Why is assigning employee groups important?
It ensures the correct training is shown during onboarding or when assigning training to staff.
13. How do I assign training to employees?
Go to Training Manager > Training Activities > Create Training Activity and select a training program.
14. What details must be added when creating a training activity?
Start date, completion date, repeat frequency, duration, supervisor, and any supporting files.
15. What happens after a training activity is created?
The training is assigned to all users in the selected employee group, and tasks appear on their dashboards. Email notifications are sent if enabled.
16. What should I do if not all employees appear in the training activity?
It may take a few minutes to load; try refreshing the page.
17. What can I view once training is assigned?
You can see employee training status, completion date, final score, and export PDF reports or resend email reminders.
18. Are users reminded before their training due date?
Yes, automated notifications are sent one week and one day before the completion date.
19. What reports are available for training records?
There are two CSV reports: the Training Database Download and the Training Matrix Export.
20. What is the difference between the training database and the matrix export?
The training database shows all revisions, while the matrix only shows the current approved revision results.
21. How do I assign training to a new employee?
Add the employee to the correct employee groups and press save. This triggers the training wizard.
22. What does the training wizard do?
It displays all recommended training associated with the employee’s groups so it can be assigned at once.
23. Where can I see training completion history for one employee?
Under Training Manager > Employee Manager, click the employee and view the Test History and Checklist History.
24. How can administrators customize training settings?
By going to their profile picture > Team Settings, admins can change module options, including enabling e-signature requirements.
25. What is the training experience like for an employee user?
On their dashboard, they’ll see assigned training. They click a green arrow to begin, complete the test or checklist, and review any attached resources.