The knowledge base

The Knowledge Base holds how your company does things: setting up a tent, loading a truck, the ladder rule. A driver searches it for one answer; whoever keeps the procedures sees who is behind on reading them.

Write and publish an article

1. Open Knowledge Base and press New article.
2. Give it a Title, the One line it answers, and pick where it is Filed under.
3. Press Create draft. Nobody else sees a draft.
4. Press Edit to write The procedure, set who keeps it true (Kept true by), a date to Check it again on, and the roles it is Required reading for.
5. Press Publish. Write What changed, then press Publish again.

Read an article

1. Type in Search the procedures, or pick a category chip.
2. Open the article. If it is required reading for you, press I have read this when you have.

Good to know

• Required reading shows on your home page as Required reading until you confirm it.
• Who has read it on an article lists each person it is required of, and who is Outstanding.
• Versions shows what the article said and when. Changing a published article does not reach the team until you press Publish changes.
• When you publish, tick that the meaning changed if everyone it is required of has to read it again. Leave it unticked for a small fix.
• An article past its Check it again on date shows Due a review.
• Files can be attached to an article under Attachments. Set an article's status to Archived to take it out of use; it can come back as a draft.

If something goes wrong

• The team cannot see your article. It is still a draft. Press Publish.
• Knowledge Base is missing from the menu. An admin may have switched it off under Settings, System, Modules, or your role may not include it.