Docs & Knowledge Center

Keep every technician aligned by storing procedures, manuals, and troubleshooting guides directly alongside the work they support.

What it solves

• Eliminates outdated paper SOPs and scattered shared drives.
• Provides technicians with point-of-use guidance right inside work orders.
• Preserves tribal knowledge when experienced staff retire or change roles.

Core capabilities

• Rich-text document authoring with version control.
• Drag-and-drop attachments for OEM manuals, diagrams, and videos.
• Tagging by asset, process, or certification requirement.
• Inline embedding within work orders, checklists, and training modules.
• Role-based permissions to control who can author, approve, or consume content.

Implementation playbook

1. Organize taxonomy. Define categories (e.g., mechanical, electrical, safety).
2. Migrate content. Import critical SOPs and validate accuracy with subject matter experts.
3. Link to execution. Attach docs to preventive maintenance plans, tickets, and training records.
4. Enable feedback. Allow technicians to comment on clarity and flag improvements.
5. Review cyclically. Set owners and review cycles so procedures stay current.

Data captured

• Document versions, authors, and approval workflows.
• Access analytics showing which docs are referenced and by whom.
• Feedback history and suggested edits.

Best practices

• Standardize on templates for SOPs, troubleshooting trees, and safety briefings.
• Pair with Checklist & Work Instructions to drive consistent execution.
• Use QR codes on equipment to open the relevant procedure instantly.

KPIs to watch

• Procedure review compliance rate.
• Technician satisfaction with documentation (survey or feedback score).
• Time-to-troubleshoot before vs. after documentation improvements.