Adding Content to the Knowledge Base

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

This library can be added to by: 

1. Manually added by an Admin, Job/User Editor, or Job Editor
2. Added automatically through a workflow

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

Manually added by an Admin, Job/User Editor, or Job Editor

1. Go to the Knowledge Base tab. 

2. Select + Add Content.

3. Choose the content from your device to upload. Note: PDFs, Images, and Videos are uploadable.

4. Add Content Details (Optional)

• Title - The title of the file from your device will be placed here. Consider changing it to be clearer.
• Content Category - Choose from the drop-down to define what type of content this is. This is required for the document to show in Equipment Alerts. 
• Product Category  - Choose from the drop-down to define what type of product this content is about. 
• Make/Manufacturer  - Choose from the drop-down what the Make/Manufacturer of this content is. This is required for the document to show in Equipment Alerts.
• Description - Provide an additional description to give deeper insight into the context of the content. 
• Models  - Identify any specific models discussed in the content. This is required for the document to show in Equipment Alerts. 
• Tags - Add any keyword tags to make this content easily searchable in the future. 
• Publication Date - If known, provide the date this content was published. 
• Collections - Assign to specific collections if you do not want all users to have access. Learn more here: Add content to a Collection
• This is an Active Service Bulletin - If uploading a service bulletin toggle this on. 

5. Select Upload Content

The content will now be in your Knowledge Base and findable in the XOi Mobile app. 

Automatically added through a workflow

Workflow steps can be set up to add content directly to the Knowledge Base by uploading it to the Workflow step. 

When building a Content workflow step under Content Usage there is a toggle " Add content directly to the Knowledge Base". When turned on this will add content that was added to this step to the Knowledge Base. 

You can also choose to have this content added directly to a Collection. If no collection is chosen it will go to the default organization collection. 

When added directly to the Knowledge Base the content will show up as Untitled, with tags that were added to the content, and the user's email associated as the uploader. 

To edit this information read this: Update content in the Knowledge Base

NOTE: There is no approval process for this content. Once the job is completed all content in this step will be added to the Knowledge Base. It is a best practice to make very clear what type of content to place here (i.e. Training Resources, etc...)

Additional Information

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

Removing content from the Knowledge Base