Knowledge
Find and read the agency's SOPs, training and policies shared with managers.
What it's for
Knowledge is the agency's library of links into the guides. It has SOPs (how to do a job step by step), training and policies (the rules). You only see the documents shared with managers. A document shared only with chatters, for example, is not in your list.
Before you start
- You're signed in as a Manager.
- An administrator has published at least one document for the Manager role.
Steps
Open Knowledge
In the menu on the left, click Resources → Knowledge. The title is Knowledge. Under it: "SOPs, training and policies for your role."
You see a card for each document: the title, a short summary, the type and the category.
Search (optional)
Type a word in the box Search titles, categories and text…. Press Enter, or click outside the box. The list shows only the documents that match.
Show one type (optional)
Click the list that shows All types. Pick SOP, Training, Policy or Other.
Read a document
Click a card. It opens the matching page of your own guide (the same pages as Help & guides in the menu at the bottom left), so you always read the steps for your role.
What you should see
- Only published documents that are shared with managers.
- No New document button, no Archived box, and no Edit, Publish or Archive buttons.
- If no document is shared with you yet: No documents yet and "Documents shared with your role appear here."
- If your search or type finds nothing: No documents match.
Test checklist
Good to know
Which documents you see depends on your role, not on you. If a document your chatters need is missing from their list, ask an administrator to share it with the Chatter role.
Looking for prices?
Model prices and the answers to copy into the chat are on Model sheet, not in Knowledge.