Getting Started: Knowledge Base

The Knowledge Base holds content that has been collected by XOi to be used by your technicians while at the job site. This content can include manuals, wiring diagrams, and current training resources available through various manufacturers*. 

Admins, Job/User Editors, and Job Editors can add their own content and create collections of content to be available to specific Groups.

All Roles can search and share content in the Knowledge Base tab. 

Searching for Content

You can search for content based on an array of criteria:

• Make
• Model
• Tags
• Description
• Content Category
• Product Category
• Manufacturer
• Content Type
• Collections

Once you have chosen the search criteria select Search and the content will filter. 

Adding Content

Admins, Job/User Editors, and Job Editors can add content to the Knowledge Base using the + Add Content button. This content will only be viewable to their organization, not the greater XOi community. 

You can upload the following file formats into the Knowledge Base: JPEG, JPG, MOV, MP4, PDF, and PNG.

Learn more here: Adding Content to the Knowledge Base

Sharing Content

You can share one or multiple pieces of content at once in a shareable link. These can then be sent to a technician on the job for review. 

To learn more read this: How to share content from the Knowledge Base

Editing Content Tags

Admins, Job/User Editors, and Job Editors can add/edit content tags on content. This can be done at the time of uploading a piece into the Knowledge Base or afterward. 

To learn more read this: Update content in the Knowledge Base

Removing Content

Admins, Job/User Editors, and Job Editors can remove content that was added by your organization. 

Learn more here: Removing content from the Knowledge Base

Creating Collections

Admins, Job/User Editors, and Job Editors can create collections, which are groups of content that can be assigned to specific user groups. A piece of content can only be added to one collection, not multiple. 

Learn more here: How to create a collection in the Knowledge Base  

Adding content to Collections

Admins, Job/User Editors, and Job Editors can add content to Collections at the time of upload, automatically through a workflow step, or manually after upload.

Learn more here: Add Content to a Collection

Removing content from Collections

Admins, Job/User Editors, and Job Editors can remove content from Collections individually or multiple at a time. 

Learn more here: Removing content from Collections

Sharing Content with Affiliate Organizations. 

Collections can be shared with other organizations to create knowledge consistency across your entire organization.

Learn more here: How to share Collections with Affiliate Orgs

Additional Information

*If there are older units that an organization frequently runs into we recommend adding the document to your organization's knowledge base.