Knowledge
The articles your business writes about how it works, each customer's quirks and its own answers, each with an owner, the day it was last checked, and every version kept.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New article and write down one thing you do
It goes in a space, chosen at the top of the form: the whole business, the people who hold a role, or the people who work on one customer's account. With no space yet, Save makes How we work, for everyone. Who can read an article is decided by its space, so a customer's quirks are read by the people on that account and nobody else.
2. Write an article in plain text
A line starting # is a heading, - is a list item and 1. is a numbered step. Link a customer, an asset, a recorded procedure or a policy from the toolbar, and it opens in the tool that keeps it. Start from a template if the shape is one you already use.
3. Publish it, or send it for review
A draft is seen by whoever wrote it and nobody else. Publishing makes it the version readers see, and every earlier version is kept with who wrote it and when, so two can be compared.
4. Keep it true
Every article has an owner and a day it was last checked. After the space's interval it says it is stale and names its owner, who says it is still true with one press.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
Nothing has been written yet
An article lives in a space, and the space decides who reads it.
First thing to do: Press New article; with no space yet, Save makes How we work for everyone.
Nothing needs checking
An article is checked the day it is published and comes back here when its interval runs out; a draft comes here when somebody asks you to review it.
First thing to do: Publish the first article on the Articles screen.
No spaces yet
A space decides who reads what is kept in it: everyone in the business, the people who hold a role, or the people named on one customer's account.
First thing to do: Name the first space and choose who it is for.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.