Day 1: Getting started with inciteKnowledge: 9:00 a.m. – 4:30 p.m. - Express overview- understanding your end users experience
- Admin Mode
- Understanding of the System Set Up:
- Tools/Options Menu
- Default Templates:
- Default formatting for knowledge base content by importing and assigning document and/or presentation template(s)
- Auto Prompt Set up
- Filters Set Up
- How to use & apply filters
- Knowledge Base
- Add a new knowledge base
- Data Security Settings
- Organize your Content:
- Directory Set up: Apply best practices in creating and modifying Directory categories for organizing content records.
- Default Settings
- Review Groups: Create Review Groups of SMEs (Subject Matter Experts) responsible for reviewing content
- Quick Build functionality
- Add content through: PPT & Word
- Assign a default Review Cycle(s) to content records
- Manage a single record
- Assemble standard documents and presentations.*
- Using Build Mode
- Build content records using an existing document or presentation
- Linking your content
- Thesaurus
Day 2: Utilizing the fundamentals of inciteKnowledge: 9:00 a.m. – 4:30 p.m. - Review of Day One:
- Best practices & Lessons learned
- Build a user-friendly form to assist end users in personalizing standard documents and presentations*
- Blueprints:
- Create a blueprint using PPT, Word & PDF
- Create a blueprint for quick assembly of standard documents and presentations*
- Review in Express
- Queries:
- Overview & explanation
- Standard queries
- Business case scenarios
- Custom queries- defining them
- Global updates through query mode
- Manage a group of records through standard and custom queries
- Generate standard reports
- Review process:
- How/where to start- Dashboard
- Export for review
- SME experience
- Import changes word/ppt
- Conduct a review cycle for expired content records.
- Feedback:
- How/why
- Set up
- Life cycle
- Business case scenarios
- Act on feedback and respond to feedback providers
- Create a knowledge base to support a different language*
- Conduct a translation review for content consistency across language-specific knowledge bases*
Day 3: Exercises and workshop 9:00 a.m. – 2:30 p.m. - Hands on experience working within inciteKnowledge using our training environment knowledge base*
- Work with content that is relevant to you
- Build a Directory Tree
- Test your knowledge through interactive methods & materials
* subject to participant expectations