This article explains the feature overview of the Handbooks Settings Functionality Access: Admin
The Handbook feature is tailored for administrators to create, edit, and publish company handbooks effortlessly. Let's explore the features and ensure you're maximising its potential. This feature covers the creation, management, and access of company handbooks.
Purpose and Benefits:
- Empower administrators to efficiently manage company handbooks.
- Facilitate easy access for users to review published handbooks.
- Simplify the creation, editing, and publishing process of handbooks.
Prerequisites
Ensure you have administrator access to your account and log in to your Plumm account.
Accessing the Feature
- Log in to your administrator account.
- Navigate to the "Documents" page.
- Click on "Handbooks."
Detailed Feature Guide
Section 1: Document List Enhancements
- Improved Display:View enhanced metadata like handbook name, uploader, upload date, review status, and actions.
- Enjoy a user-friendly and visually appealing document list.
Section 2: Review Status Management
- Efficient Status Indication:Indicate whether a handbook section is Published, Draft, or Deleted.
Section 3: Filtering and Sorting
- Efficient Navigation:Filter handbooks by criteria such as name, upload date, and status.
- Sort handbooks in ascending or descending order based on selected criteria.
Section 4: Tips and Tricks
- AI Content Generation:Utilise the AI content generation tool for efficient handbook creation.
- Save and Publish: You can also save the handbooks as drafts for further editing or publish them for company-wide access.
Troubleshooting/Common Issues
- AI Content Generation Issue: If you do face issues with AI content generation, try refreshing your page. You can also try logging out and logging back in to see if this helps.
- Contact Plumm Customer support for further assistance on live chat. You can also send an email to hello@plummhealth.com for assistance.
FAQs (Frequently Asked Questions)
Q1: How do I indicate the status of a handbook section?
A1: Do look for the status indicator next to each handbook section. It will show whether it's Published, Draft, or Deleted.
Q2: Can I edit a handbook after it's been published?
A2: Absolutely! Administrators can edit existing handbooks to modify content and structure as needed.