Recent updates
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How to Delete a User
Updated onArticleDeleting an Admin or Contributor will not affect any of the content they created, but their name will no longer be selected for any content that was assigned to them upon deletion in either the content's Properties or Certifications tabs (Properties will change to "No Assignee" and Certifications will change to "No Owner"). Their name will continue to be associated with activity stream events indefinitely, however.Deleting a Reader will anonymize their course progress and reporting data. Adding a deleted user back will not associate them with any previous data. For this reason, if it is possible that a user will need to begin using ScreenSteps again in the future, we recommend deactivating them instead of deleting them.To completely delete user and permanently anonymize their data, follow the steps below:
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
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Assigning Articles or Changing Status using the Author Action Panel
Updated onArticleWhile reviewing a published article, you may realize that you need to assign the article to a Contributor/Admin or change the article's status. Using the Author Action Panel, you can change take care of both!For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Authoring Content Working with a Team of Authors
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Add additional search terms to an article using the Author Action Panel
Updated onArticleWhile reviewing a published article, you may realize that you need to add additional search terms to an article. Using the Author Action Panel, you can change take care of it in just a few seconds! For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Authoring Content Writing Articles
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How to create a new article using the Author Action Panel
Updated onArticleWhile reviewing your published site, you may realize that you need to add a new article. Using the Author Action Panel, you can create a new article while viewing an article or while viewing a chapter in your published site. For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Organizing Content Articles
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How to Create a new Chapter using the Author Action Panel
Updated onArticleWhile reviewing your published site, you may realize that you need to add a new chapter to a manual. Using the Author Action Panel, you can create a new chapter when viewing a manual's table of contents in your published site. For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Organizing Content Chapters
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How to create a new manual using the Author Action Panel
Updated onArticleWhile reviewing your published site, you may realize that you need to add a new manual. Using the Author Action Panel, you can create a new manual right from the home page of your ScreenSteps site. For more information on the Author Action Panel, click here: Overview of the Author Action Panel
Setting Up ScreenSteps Organizing Content Manuals
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How do I edit an article?
Updated onArticleWhen you want to edit an article, you have several options for doing so: Within the Web application From the published knowledge base From the Launch Pad
Setting Up ScreenSteps Authoring Content Writing Articles
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How to Assign a Process Owner for Certifying Articles
Updated onArticleYou can navigate there using the: Author Action Panel, or Click the article title in the Content Management Area
Setting Up ScreenSteps Authoring Content Certifying Content
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How to Find Which Articles Users are Viewing in Reports
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports
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How to Export an Article Report (CSV of site article titles/status/owners)
Updated onArticleThe exported CSV file will include the following information for each article: ID Title Status Owner Created at Posted at Published? Chapter Title Chapter is Published? Manual Title Manual is Published? Source Article ID (This is for referenced articles that show up multiple times in a site). Published URL Restricted (TRUE/FALSE) Viewing Groups Tags Excluded from Search (TRUE/FALSE) Last Certified At Last Certified By
Setting Up ScreenSteps Organizing Content Sites