The handbook is the binding knowledge base of your system. Head office writes chapters in the browser; everyone can read them anywhere, including in the app.
Create a chapter
Open "Menu" → "Manage knowledge" → "Manual editing" and there, under "Maintain", "Manual editing" again.
Under "New chapter", fill in "Number", "Title" and "Language". Under "Belongs to" you assign it to a parent chapter or leave "Standalone chapter" as it is.
Write the "Content". To add a PDF, use "Attach a PDF (optional)".
Choose the roles under "Visible to". If nothing is ticked, everyone sees it.
If every person should confirm it, tick "Require confirmation" and choose a deadline under "Confirm by".
Leave "Published" ticked if the chapter should appear right away (it is then visible to everyone in the system) – or untick it to save a draft.
Tap "Create chapter".
More settings
- "Emergency chapter (pinned to the top of the manual)": appears under "In an emergency" above all other chapters.
- "Requires a signed NDA": employees and shift leads only see the chapter once the partner has filed a non-disclosure agreement.
- "Review by": a reminder of when the chapter's content should be reviewed.
- "Related Academy course": links the chapter to a course.
Changes, versions and translations
To make changes, tap "Edit" in the "All chapters" list and then "Save chapter". Every change to the content creates a new version; the previous one stays in the archive and can be viewed under "Change history".
Important: If a chapter that requires confirmation changes, the confirmation is open again: readers see a notice and the "Change read & understood" button.
With "Add a translation" (the language icon in the list) you create a version in another language. It takes over the shared roles, the deadline and the confirmation requirement from the original.
- In the browser
- You can only write and edit chapters here.
- In the app
- In the app you can read and confirm chapters, but not edit them.