How to Add New Users
Support Questions
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Admin Orientation
Administrators set up the site, build out categories, and set up users and teams to begin working. They manage user permissions, oversee content organization, and configure system settings. They also ensure the platform runs smoothly and that users have appropriate access to the resources they need.
Site Configuration
The Configuration Menu is the default landing page of the Management Console. Most site-wide settings for your Dozuki site can be accessed on the General page alone, so the first step for most Site Management tasks is to go to Configuration > General.
User Management
Begin populating your site by creating User Accounts. Users can be invited either directly via username, or via email.
Category Structure
Your Categories are standardized documents that form the structure of your site (they can also be called Folders).
A category page serves as an organizational tool, similar to a folder on your computer. It is used to group together related content, such as guides, wiki pages, item pages, and sub-categories, based on shared characteristics. This makes it easier to navigate and find relevant information.
The category page also provides general overview info using wiki text, summarizing the common information for all the content it includes. This structure helps keep content organized and accessible.
Teams
Teams can be formed purely for communication and visibility, or can be dedicated groups of Users based on similar positions/responsibilities (Engineering Team, Safety Team, etc.)
They allow for tailored access to specific content and facilitate collaboration within the group.
Permissions
User Permissions are grouped into four levels from least to most privileges:
- Standard Users
- Authors
- Author/Moderator
- Admin
Standardize Processes
Create guides to document standards, and structure your site around them.
Basic Author Training
Author Training will vary in scope and content, depending on the size and needs of your organization. For the most part, expect an overview of how to create guides and wikis, as well as some tips on document conversion.
Basic Site Navigation
Categories
Categories are the building blocks of your site, as well as the structure that determines site navigation.
Guides
Guides and all of their features are the core of your site, the instructions that your workers and authors use every day. They break down complex processes into manageable steps, often featuring videos, images or diagrams to aid understanding.
Guides are organized within categories to make related instructions easy to find. They help users follow procedures accurately and efficiently, ensuring consistency and clarity.
Reinforce Processes
Prerequisites
Prerequisites are specialized guides containing instructions for common steps used across multiple tasks. Instead of repeating these steps in different guides, a prerequisite guide is created and linked to various procedures that require the same initial steps.
Note: Guides must be published and assigned a release version title before being used as prerequisites.
Wikis
Wikis are useful ways to present information that doesn't necessarily fit into a guide's "how-to" format; Safety Data Sheets, company policies, etc. They are used to create and share in-depth content, offering explanations, definitions, or background information. Wikis are organized within categories and can include text, images, and links to other resources, helping users find and understand complex information easily.
Items
Tools or Parts used in specific processes are organized via Item Pages.
Item Pages offer detailed information about specific equipment (such as tools, parts and PPE). They include descriptions, images, links, and additional notes to help users understand each item’s details and how it works.
Dynamic Lists
Dynamic Lists allow guides to appear in multiple categories. This helps users find relevant guides more easily by showing them in various contexts where they might be useful.
Use Dynamic Lists on a wiki page to group relevant documents together via Tags.
Document Control
Approval Processes
Assign an Approval Process to a document Approval Processes act as an extra layer of security between the time a document is finished, and the time it's published and ready to view.
Approval Processes are workflows used to review and authorize content before it goes live. They ensure that guides, documents, or other materials meet quality standards and are accurate. The process typically involves submitting content for review, making revisions based on feedback, and obtaining final approval from designated reviewers or administrators.
Version Control
Version Control gives you greater flexibility over your site's content, allowing your authors to perfect your documentation before it's published for all users to see.
Version Control tracks changes to content over time. It allows users to view, compare, and revert to previous versions of guides, documents, or other materials. This feature ensures that updates are managed effectively and that the history of changes is preserved for reference and accountability.
Teams
Assigning your approval processes to a Team (as opposed to an individual User) eliminates approval bottlenecks and improves visibility.
Change Aware
The Change Aware report ensures all users are informed and up-to-date on the documentation that they use.
Digitize Data Collection
Operator View and Data Capture
Use Data Capture in Dozuki guides for real-time recording of data and information on the floor. All work orders are timestamped and signed by the operator, eliminating the need for spreadsheet logs.
Dashboards
Dashboards are a powerful tool for displaying key information, on anything from work orders to site metrics.
Build a Training Program
Courses
Dozuki Courses are the basis of your training program, managed from the Courses menu. They combine instructional content with quizzes and assessments to ensure thorough understanding and skill development, offering detailed tracking and progress reports for both learners and administrators. Organize groups of documents, as well as Quizzes and External Content.
Course Stage Signoffs
Following a similar logic to document control, course completion signoffs can be assigned to Teams to minimize approval bottlenecks.
Quizzes
Quizzes are a quick and convenient way to track knowledge retention and assess worker knowledge. They are integrated into the Dozuki platform, providing instant feedback and analytics to help improve learning and ensure compliance with standard operating procedures.
Course Permissions
Courses have their own set of tiered permissions.
- Can View
- Can Assign
- Can Edit
- Can Manage
Continuous Improvement
Comments
Operators on the floor can leave Comments on documents in Dozuki, providing quick and traceable feedback to authors.
Document Conversion
Document Conversion refers to the process of moving a library of documentation to Dozuki from a different platform. Doc Conversions are a common first step in Dozuki adoption, and can either be done internally by you, or handled by Dozuki's Professional Services Department.
Periodic Review
Periodic Review is your go-to solution for keeping up with compliance on your Dozuki site. It is a feature that prompts regular checks of guides to ensure they stay current. By setting intervals for review, you can proactively update internal documentation, reducing the chance of outdated content going unnoticed.