Link to Video: Creating Document-Related Training in Isolocity
Where do you go to manage training types?
Go to Training Manager > Training Programs > Manage Training Types.What is a training type?
It’s a broad classification of training (e.g., GMP training, ISO training, document training, hands-on training).How do you create a new training type?
Click Create Training Type and enter a name (e.g., GMP Training).Can training types be deactivated?
Yes, training types can be inactivated if no longer needed.What are employee groups used for in training?
Employee groups define your training structure, typically by department or job title.Can a user belong to more than one employee group?
Yes, users can be assigned to multiple groups.How do you create an employee group?
Go to Training Manager > Employee Groups > Add Employee Group, enter a name, and select employees.What optional setting can be added to employee groups?
A review timeline can be entered to re-evaluate the group periodically.How do you associate a training program with a document?
Click on the document (e.g., GMP1 Sanitation), then use the Training Program dropdown and select the program.When does the gray button to issue training appear?
It becomes available when the document is marked as Approved – Not Effective.What is the purpose of the gray button?
It allows you to issue the training associated with the document.What can you configure when issuing training?
You can set a start date, completion date, and repeat frequency.What happens if you set a repeat frequency (e.g., 12 months)?
The user will receive another training task automatically in a year.Can you upload additional files to the training activity?
Yes, although this is not typically required for document-related training.What happens after clicking “Create Training Activity”?
A list of assigned users appears, which you can review and adjust if needed.How are users notified of new training assignments?
If enabled, they receive an email notification and a dashboard task.What should you do if users don’t appear immediately in the activity?
Wait a few minutes and refresh the page.What can you view from the training activity list?
User status, completion dates, and next training dates.What’s the difference between test and checklist training views?
For checklists, you can mark complete. For tests, you can view scores and resend training.Are there automated reminders for users to complete training?
Yes, reminders are sent 1 week and 1 day before the due date.What reports can you download from the training list page?
Training Database Report: All training results (including prior revisions)
Training Matrix Report: Only current document version results
How do you view employee-specific training records?
Go to Training Manager > Employee Manager, then click on an employee’s profile.What does the Training Wizard do?
After adding an employee to a group and saving, the wizard allows you to assign all relevant training at once.What is required before a user can complete training?
The system requires the user to open and read the related resource materials before training can be marked complete.