FAQs for "Creating Document-Related Training in Isolocity"

FAQs for "Creating Document-Related Training in Isolocity"

1. Where do you go to manage training types?
A: Go to Training Manager > Training Programs > Manage Training Types.

2. What is a training type?
A: It’s a broad classification of training, such as GMP training, ISO training, document training, or hands-on training.

3. How do you create a new training type?
A: Click Create Training Type and enter a descriptive name (e.g., GMP Training).

4. Can training types be deactivated?
A: Yes, training types can be set to inactive if they are no longer needed.

5. What are employee groups used for in training?
A: Employee groups define your training structure, typically by department, role, or job title.

6. Can a user belong to more than one employee group?
A: Yes, users can be assigned to multiple employee groups.

7. How do you create an employee group?
A: Go to Training Manager > Employee Groups > Add Employee Group, enter a name, and select employees.

8. What optional setting can be added to employee groups?
A: You can add a review timeline to periodically re-evaluate the group.

9. How do you associate a training program with a document?
A: Click on the document (e.g., GMP1 Sanitation), then use the Training Program dropdown to select the program.

10. When does the gray button to issue training appear?
A: It becomes available when the document is marked as Approved – Not Effective.

11. What is the purpose of the gray button?
A: It allows you to issue the training associated with the document.

12. What can you configure when issuing training?
A: You can set a start date, completion date, and repeat frequency.

13. What happens if you set a repeat frequency (e.g., 12 months)?
A: The user will automatically receive another training task after the set period (e.g., one year).

14. Can you upload additional files to the training activity?
A: Yes, although this is typically not required for document-related training.

15. What happens after clicking “Create Training Activity”?
A: A list of assigned users appears, which you can review and adjust as needed.

16. How are users notified of new training assignments?
A: If notifications are enabled, users receive an email and a dashboard task.

17. What should you do if users don’t appear immediately in the activity?

A: Wait a few minutes and refresh the page.

18. What can you view from the training activity list?
A: You can view user status, completion dates, and next training dates.

19. What’s the difference between test and checklist training views?
A: For checklists, you can mark items complete. For tests, you can view scores and resend training if needed.

20. Are there automated reminders for users to complete training?
A: Yes, reminders are sent 1 week and 1 day before the due date.

21. What reports can you download from the training list page?
A:

• Training Database Report: Includes all training results, including prior revisions.

• Training Matrix Report: Includes only current document version results.

22. How do you view employee-specific training records?
A: Go to Training Manager > Employee Manager, then click on an employee’s profile.

23. What does the Training Wizard do?
A: After adding an employee to a group and saving, the wizard allows you to assign all relevant training at once.

24. What is required before a user can complete training?
A: The system requires the user to open and read all related resource materials before the training can be marked complete.