The guides below are designed to provide you with step-by-step instructions and resources to help you learn and master various topics. Whether you're a beginner or looking to expand your knowledge, these guides will support your learning journey. Each guide offers a structured approach, breaking down complex concepts into manageable sections. By following these tutorials, you'll gain deeper insights into using Holocentric Connect.
TUTORIAL 1: CONTENT MANAGEMENT
The content management tutorial is designed for Process Viewers, Process Mappers, and Process Owners who are involved in managing content within organizations. This tutorial provides practical guidance on how to author and manage content within Holocentric Connect.
VIDEO GUIDE |
LEARNING OUTCOMES |
FURTHER READING |
|---|---|---|
| Understanding the model's navigation basics and understanding key components of the model | ||
| Manage Processes Overview | Create process models according to industry best practices Create relationships from processes to other model items such as policies, work instructions, risk, and controls |
|
| Standardizing work instructions formats for consistency | ||
| Manage Documents | Understanding how to upload documents to the model and how to create a reference to external Document Management Systems | |
| Manage Policy | Create policies and link them to processes | |
| Manage Regulation | Create regulations and link them to processes | |
| Glossary | Generate comprehensive glossary items to enhance the understanding and clarity of the model. | |
| Publish content using the release management | ||
| Process Stream | Understand how to create process streams in Connect | |
| Taxonomy | Understand how to create taxonomies in Connect |
TUTORIAL 2: USER MANAGEMENT
The content management tutorial is designed for System Administrators or Super Users who are involved in managing permissions within the organization.
GUIDE |
LEARNING OUTCOMES |
| Understanding Permissions | Understanding the different levels of permissions in Holocentric Connect |
| Managing Persons, Roles, and Positions | Understanding the differences between Persons, Roles, and Positions |
| Assigning Accountable Position | Understanding where to add accountability in different item types |