Knowledge Centre

Overview

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The purpose of the Knowledge Centre is to have a central repository of all your systems and processes. The benefits of standardised processes are well understood by all, but the issue usually is around keeping it current. By keeping the Knowledge Centre front and centre where you work, it becomes part of the teams day to day function, keep all systems and processes current.

The other benefit is that while you can capture short form work instructions in the Workflow Tool, here you can capture the detail with screenshots and videos, then link them back to your workflow templates. At all times meaning you're only ever one click away from your systems, ensuring they're kept current for all time.

 

Before you start

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Before getting started on your Knowledge Centre, it would be wise to carry out the following steps first.

1. Utilising the basic framework that comes with the Knowledge Centre, plot out the layout at a high level across logical areas.
2. Assign champions for the specific areas. Their role is to not necessarily do all the work, but ensure it continues to move forward and to the appropriate standard.
3. Review the Knowledge Centre settings and make any tweaks as required.
4. Then you're good to go!
5. Overtime, document short form processes into workflow, then link these back to the Knowledge Centre articles.

 

Practice Settings

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Here you can define some base building blocks for standardising the way information is displayed within your Knowledge Centre. These can be found under Practice Settings > Tool Settings > Administration > Knowledge Centre.

 

Paragraph Styles

Much like you would see in any word processing package, paragraph styles enables you to define specific styles of fonts for different purposes. By default, you have all the standards you would expect to see which also reflect your branding as follows. But you can add more styles as and when you need.

Points to note:

• Padlocks represent system styles. You can edit these, but you can't delete them.
• To edit, simply select then edit the details that appear.
• Select + Create New to create a new style.

 

Template Blocks

These are useful templates for other objects you want to standardise in your notes. Be it a call out for important information or a call out for Hints & Tips. We've created some examples for you, but you're free to create more or edit those provided.

 

Points to note:

• To edit, simply click on the heading, then edit the details that appear in the pop-up per below.
• Select + Create New to create a new style.

 

The Page Layout

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The Knowledge Centre is made up of three core areas, all fulfilling their own distinct functions. For a full breakdown, head to the relevant section below.

1. Header Area - Contains options for navigating and how the information is displayed.
2. Outline - This is the framework of the Knowledge Centre, broken into logical areas and sub-sections within.
3. Page Detail - Here we capture the detail for the selected area within the Outline.

 

i	We have done some of the heavy lifting for you, outlining a framework that will give you a start to structuring your data. Sometimes the hardest bit about getting started, is knowing where to start when you have a blank slate in front of you. Now you have something to start from.

 

Header Area

Variable Name		Description
1	Cookie Trail	This shows the path of all the parent and children tasks. ie. in this case, we're in the Activity Statement page which is a sub-section of Compliance which is a sub-section of Procedures. Click on any of these cookies to go straight to the relevant parent document.
2	Current Users	This icon simply shows any current users within the Knowledge Centre.
3	Page View Options	Here you can select how you want to view the Knowledge Centre articles. You have two options:      Show All Sub-pages Selecting this will show all pages within the parent task      Page View Select this will change the view to a fixed width. More like a document view.

 

Outline

 

Variable Name		Description
1	Minimise Outline	Selecting the icon will minimise the outline to the left maximising screen space for entering information.
2	Knowledge Centre Title	Upon mouse-over the top title area, you have two options.    Add new section Utilise this option to add a new parent section below. Typically parent tasks represent distinct subject matter, such as Procedures v's Projects.   Overflow menu This contains the option to show deleted articles
3	Sections & Sub-sections	This is where you'll find the full outline for the Knowledge Centre; The items on the far left are the parent tasks, where as the indented items represent the children of their respective parent - ie. A sub-topic. For example where Compliance may be the heading, Financials & Tax Returns or  Tax Planning represent different types of compliance work.   You can have as many sub-sections as you like, depending on how much you want to break up your systems. As a general recommendation, 4 layers deep is the maximum depth we'd recommend.
4	Subsections	Within a Sub-section, you also have the option to:      Add new sub-section      Overflow menu options This contains the option to: Copy a direct link to the article. Ideal for sending to teammembers or linking into task templates within Workflow. Delete the article. (note that these can be viewed under the deleted items under section 2 identified above.

 

 

Page Detail

 

Variable Name		Description
1	Section Title	Select here to enter the name of the section or sub-section.  We highly recommend utilising the <win>+"." button combination in Windows to insert emoji's to add a little character and visual cues as to the purpose of a section. 👍
2	Owner	Select here to identify the owner name
3	Tags	Here you can enter specific tags (which are pre-defined within your practice settings) to make it easier to find information later on. Add multiple tags to slice and dice the information in different ways.
4	Modified	This field updates automatically identifying the name and time of the last edit.
5	Rich Text Editing Toolbar	Utilise these familiar options to format the article the way you like. Note that the paragraph setting defaults are set within practice settings.   Of particular note are the two extra options at the end: The first option is to insert a line to divide logical areas of information. Here you'll find two options that also reflect your practice colours. The second option enables you to insert information blocks, which are also customisable within your practice settings.
6	Article Body	This is simply the section you populate with the content of the article, much like you would a word processor. Note that any changes are auto-saved.

 

 

Using the Knowledge Centre

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Here are a few short videos showing the basics of how to use the Knowledge Centre.

 

Creating articles in the Knowledge Centre

In this short video, you will see the following actions being undertaken.

• Creating sections
• Creating articles
  • Article name
  • Article owner
  • Tags
• Manipulating the outline
• Hiding the outline
• Copying a link
• Deleting an article

 

Editing your Article

In this short video, you will see the following actions being undertaken.

• Formatting
• Inserting Call outs (including how to delete - they're an editable table)
• Inserting Lines

 

 

 

 

Related Links

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Menus & Shared Elements	This support article covers all the menus and shared elements used throughout AccountKit
Practice Settings	Follow this link see what practice defaults can be customised.
Document Management System (DMS)	Learn how to connect and manage your DMS