Knowledge Base Overview: Everything You Need to Know

This guide walks you through how to navigate and use the Operandio Knowledge Base.

The Operandio Knowledge Base is the central place for all static content within the platform. It stores important documents and resources, including:

  • Policies and procedures
  • Standard operating procedures (SOPs)
  • Recipe cards
  • Manuals and guides
  • Files and reference materials needed on the front line

Storing content in the Knowledge Base ensures that all staff have easy access to the information they need. Everything is stored within the platform, so staff can access it from any device - desktop, mobile phone, or kiosk - making resources readily available on the front line whenever they are needed.

Overview video 1 covers:

  • Knowledge Base Overview
  • Permission Based Categories and Articles
  • Creating Categories and Sub Categories
  • Uploading Files to the Knowledge Base (to both Categories and Articles)

Overview video 2 covers:

  • Editing article content using the inline page editor
  • Restricting articles to the Operandio Kiosk application
  • Sharing articles via QR codes
  • Uploading images and video content to Knowledge Base articles

This article contains:

  1. How to create categories and subcategories
  2. How to create articles

Categories

  • The home screen displays categories that organize content by topic.

    Categories and individual articles can be permission-based.

    • Access can be restricted by location or area of work.
    • For example, management-only content or location-specific instructions can be set at the category or article level.
  • Staff with the correct permissions can create new categories and set permissions:
    1. Select Create in the top right-hand corner.
    2. Choose Category to add a new category.
    3. Assign permissions for the category based on location or area of work.

Note: Creating categories and setting permissions is dependent on the user’s access level. Staff without creation permissions will not see the Create option.

Subcategories

  • Categories can include subcategories to organize information more precisely.
  • Subcategories can be nested multiple levels deep.
  • Example: Under Cleaning and Sanitation, you might create subcategories such as Chemicals and Kitchen.

Articles

Articles can include text, images, videos, attachments, alerts, and more, making it easy to share important procedures and resources with staff.

Creating a New Article

  1. Select Create in the top right-hand corner.

  2. Choose Article.

    Give your article a title.

    • Example: Cleaning the Coffee Machine

  3. Optionally, add tags to make articles easier to find.

    Set permissions:

    • Restrict by location or area of work.
    • Restrict access to certain devices, such as kiosks or tablets, if needed.

Editing Article Content

The inline editor works like a word processor, allowing you to type directly into the article.

Adding Content

  • Press the /  (slash) key to open the content menu. From here, you can add:
    • Headings
    • Bullet points and numbered lists
    • Images or videos
    • Attachments or documents
    • Alert pop-ups or notifications

Formatting Text

  • Double-click any text to open the formatting submenu. You can:
    • Make text bold, italic, or underlined
    • Add hyperlinks to websites or internal resources

Saving and Sharing

  • Once your article is complete, select Save.
  • You can share the article using a QR code, which can be printed and placed on equipment or in work areas. This is especially useful for SOPs, procedures, or manuals that staff need easy access to.

Tips:

  • Use headings and bullet points to make articles easy to scan.
  • Include images or videos wherever possible to make instructions clear.
  • Use QR codes to give staff quick access to important articles on the floor.

Using this method, articles can be highly structured and interactive, making it easy for staff to follow procedures and access important information on any device, whether desktop, mobile, or kiosk.

Files

  • Files can be added directly to categories for easy access.
  • This allows staff to view important documents, such as procedures or checklists, through the Knowledge Base or on a kiosk device.
  • The left-hand menu shows a clear hierarchy of categories, subcategories, articles, and files.
  • You can click through categories and subcategories to find the content you need.
  • Files and articles remain organized for quick access on the front line.

Example Structure

  • Cleaning and Sanitation
    • Chemicals (subcategory)
    • Kitchen (subcategory)
    • Mopping the Floors (article)
    • Files attached at the top level or in subcategories

This structure ensures all staff can quickly find procedures, guidelines, and files relevant to their role or location, making daily operations simpler and more efficient.

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