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*.
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:
- Content Category
- Product Category
- Content Type
Once you have chosen the search criteria select Search and the content will filter.
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 add PDFs, images, and videos.
Learn more here: Adding Content to the Knowledge Base
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
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
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
*If there are older units that an organization frequently runs into we recommend adding the document to your organization's knowledge base.