How to start building up knowledge
This article walks you through all of the general areas/pages that you need to know about in order to start creating content
Library
A Proceed.app account gives your Organization an online Library where you can store the knowledge your team depends on
- The Library is the sharing space within Proceed.app, this is where Users submit their documentation to be shared and where they go to find the documentation they are looking for
My Items
“My Items” is where Users with Creator privileges draft knowledge documents that they can then submit for approval to the Library
Submissions / Approval Process
Everything that is added to the library goes through the approval process. If you have both Creator and Approver privileges you can create and approve your own items
- When you submit an item to the library, everyone in your organization with the Approver Privilege sees the pending item under their “Submissions” screen
Creating Items / Documentation
There are two main types of documentation (Items) that you can create in Proceed.app:
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- Workflows – for documenting a step-by-step process
- Posts – for documenting a single attachment or bit of information
To create an item, go to your dashboard and click on the button for the item type that you want to create
Submit Item for Approval to the Library
After you have finished creating an item, submit the item to the Library