The Knowledge Base module is a centralized library for documentation — SOPs, manuals, guides, and how-to tutorials. It keeps your team’s knowledge organized, versioned, and accessible.

---

What You Can Do

• Upload and publish documents (PDFs, Word files, Excel, PowerPoint)
• Write rich-text tutorials directly in the browser
• Control document visibility by site or share across all sites
• Track document versions — every file replacement is logged
• Search documents by title, category, or description
• Export document lists to Excel

---

Two Types of Content

The Knowledge Base has two content types:

Type	Description
Documents	Uploaded files — PDFs, Word docs, spreadsheets, presentations
Tutorials	Written guides created directly in the app using a rich-text editor

📸 [Screenshot: Knowledge Base page — Documents and Tutorials tabs]

---

Uploading a Document

1. Go to Knowledge Base in the left sidebar.
2. Click the Documents tab.
3. Click + Upload Document.
4. Fill in:

• Title — display name for the document
• Category — type of document (configurable by admin)
• Description — brief summary of the content
• Visibility — who can see this document (see below)
• File — select the file to upload

1. Click Save.

📸 [Screenshot: Upload Document form]

---

Document Visibility

Each document can be made visible to specific sites or all sites:

Scope	Description
Specific sites	Only visible to selected site(s)
All sites (cluster)	Visible to all sites in the system

This lets you share company-wide SOPs with everyone, while keeping site-specific procedures private.

---

Updating a Document (New Version)

When a document needs to be updated, upload the new file instead of deleting the old one. ITMKit tracks versions automatically.

1. Open the document.
2. Click Replace File.
3. Upload the new version.
4. The version number increments and the replacement date is recorded.

Staff always see the latest version. The version history is visible in the document detail.

---

Creating a Tutorial

Tutorials are written directly in ITMKit using a rich-text editor — no file upload needed.

1. Click the Tutorials tab.
2. Click + New Tutorial.
3. Enter a title and category.
4. Write the content using the editor (supports headings, bold, bullet lists, images, and code blocks).
5. Click Publish when ready.

📸 [Screenshot: Tutorial editor]

---

Publishing and Unpublishing

Documents and tutorials must be Published before other users can see them. This lets you draft content before making it available.

• Draft (unpublished) — visible only to the creator and managers
• Published — visible to all users with access to that site

To publish: open the document or tutorial → click Publish.
To unpublish: click Unpublish to hide it from regular users.

---

Searching and Filtering

Use the search bar and category filter at the top of the page to find documents quickly.

• Search by title or description keyword
• Filter by category
• Filter by file type (PDF, Word, Excel, etc.)

---

Permissions

Permission	Description	Manager	Supervisor	Staff
view	See published documents and tutorials	✅	✅	✅
create	Upload documents and write tutorials	✅	✅	❌
edit	Edit and update existing content	✅	✅	❌
delete	Delete documents and tutorials	✅	❌	❌
export	Export document list to Excel	✅	✅	❌
manage	Configure categories	✅	❌	❌

---

Next Steps

→ [Admin Guide]
→ [FAQ]