Content Certification

Maintain accuracy and build trust with content certifications

Set up automated reminders for you or a team member to review and verify article information

Keep your processes up to date with content certifications

When you have hundreds of resource articles, keeping track of each article can be difficult. Especially, when those articles are changing and evolving regularly. Ensuring accuracy and accountability is critical to building and maintaining a trustworthy knowledge base for your employees.

With content certifications, you are prompted to review and certify that specific articles, guides, checklists, and workflows are up to date.

Then, you can assign automated reminders to review articles so that your information never gets outdated. 

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Stay proactive with ever-changing processes

Policies, procedures, and processes are changing all the time. Put a system in place that allows you and your team to stay organized and proactive with your knowledge articles. 

  • Assign process owners

  • Set up alerts

  • Search and filter

  • View certification history

Assign Process Owner

1

Assign an owner to each article that requires certification

Accountability and organization are key to maintaining a trustworthy knowledge base. Each article in your knowledge base should have an owner, responsible for certifying the accuracy of the information and updating the information as processes change. 

With content certifications in ScreenSteps, easily assign a process owner to each article. These process owners will be the only ones who can certify a specific article, ensuring that all of your information is accurate.

Assign Process Owner
Set Up Alerts in ScreenSteps

2

Set up reoccurring alerts to ensure processes are reviewed and certified on a consistent basis

In modern businesses, policies and processes evolve all the time. That's why it's important to regularly review and certify that the information in each article is accurate and up to date. 

With content certifications, you can easily set up reoccurring alerts for process owners. These alerts can be set up for any timeframe that makes sense for your business. From the user's perspective, they'll be able to clearly see the last time an article was certified, when it is next due for certification, and who the process owner is

Set Up Alerts in ScreenSteps
Search and Filter ScreenSteps Certification

3

Easily search and filter articles based on certification status

As a manager or content owner, it may be helpful to search and filter all of your articles based on their certification status. Maybe you're looking for all articles that are due for review. Or, you want all articles assigned to a specific team member.  

In ScreenSteps, we make it easy to search and apply filters based on a number of certification factors. This keeps you organized and running efficiently and effectively. 

Search and Filter ScreenSteps Certification
View Certification History in ScreenSteps

4

Keep track of certifications with revision history and timestamps

Sometimes you need to know where you've been in order to move forward. 

Within each article, ScreenSteps keeps a record of each article's certification, who certified them, and what the article looked like when it was certified

This allows for complete transparency and accountability and can be extremely helpful during reviews and audits. 

 

View Certification History in ScreenSteps

FAQs

Does someone have to have a ScreenSteps account to certify an article?

Does an article need to be certified before it can be published?

What happens when an article's certification expires?

When a certification expires, is the article unpublished or is a notice shown to end-users?

Can multiple people be assigned as process owners to the same article?

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Need help auditing and organizing your content before launching ScreenSteps in your organization?

Make your migration to ScreenSteps easier. Our support team can help you develop a strategy for creating, certifying, and maintaining your content. 

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What our customers are saying

“The fact that you have so many features at your fingertips and the fact that you can actually USE all them, make ScreenSteps the best product on the market for training. We've loved it here and it has brought us much better results than what we were doing beforehand. It's a great product with a great customer service department and they keep delivering value.

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“With ScreenSteps, new agents don’t seem to have any calls that they shudder with. They feel confident handling any type of call within the first 15 days of being hired (even the more involved calls), and by day 45 they are pretty much experts.”

Stephanie Beal | Trainer, Business Process Outsourcer

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“It's hard to decide if I like the software or the support best. Response times are fast, and only take one request. In one word — superb.”

Gary | Chairman and CEO of a Small Business

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Discover tools that make your processes run smoother

Use these additional, related resources to help you get the information you need to understand all the available knowledge base software tools.

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Stop wasting time with clunky, outdated, and ineffective authoring tools. Create a knowledge base that your employees will actually enjoy using.