Articles

Overview

Articles, such as SOPs, are written instructions that outline the steps and procedures involved in a routine or repetitive task within an organisation. They ensure consistency in task performance and promote efficiency, reducing errors and improving quality and productivity. Articles are crucial to organisational governance and are often used to comply with regulatory requirements.

Navigation

Go to Settings > Articles > Actions > Create

Table View vs Tree View

With Articles along with some other types of entities, you can have the Articles in either Tree view or Table view.

Tree View has a column on the left that allows you to see the entities hierarchy in a more visually efficient way. In this documentation we are going to proceed using the Tree View.

Table View is displayed in the standard entity table form in TilliT, with only the top level folders or articles visible. To traverse to other child entities, click on the parent ones until you find them.

What you can configure

Click on the + (plus) to see all the options that you can create.

(Optional) Create a Folder

For this example, we will create a folder and name it Cleaning which will include all of our cleaning SOPs. It will then appear on the left side.

Nested Folders

Create nested folder by making sure the parent folder is opened, indicated by the blue downward arrow in front of the name. Then click on the + (plus) sign to create a new folder.

Create an Article

Click on the + (plus) sign and choose Article to open the editor. With the online editor, users can easily modify the content of their articles, including the text itself and the way it's presented.

The editor provides a range of options for inserting media into articles. This includes the ability to add images, videos, and other multimedia elements that can help to illustrate and enhance the content.

You can either start from scratch or copy existing SOPs or articles that you already have. There are no restrictions on using pre-existing content to create new articles.

Users can choose from a variety of fonts, sizes, and colours to customise the look and feel of their content. Write your articles in anyway that maximize their comprehension and usability.

Editing your Article

Publishing or Saving your Article

On the top right corner of your editor, you will see a button that says Publish to Live. Click this if you wish to make it official so that users can access and use the latest versions to complete tasks and processes.

The Orange square also indicates the current status of our Article, which is a Draft. This will change after you publish the Article. However, if you wish to keep it as draft, click on the arrow next to Publish to Live, and choose Save as Draft.

After publishing my article, the status indicator had changed to a green Live text.

Moving articles between folders

Update an article

After publishing your Article, you may wish to change or update information.

Go to your article editor based on navigation guide above. On the top right corner of your editor, click on the arrow next to Publish to Live, and choose Create a new version.

Now you can get to updating your article, then publishing it or saving it as draft until you are ready.

Delete an article

For now, to delete an article or entity like a folder, you have to go back to Table View. Click on the left icon on the top as pointed out below to change into Table View.

Currently, when you change to Table View, only the top level folders or articles are presented, as we can see in the photo there is only one row named Cleaning.

To find your article, traverse through the hierarchy that you define to find your article or desired folder by clicking on the parent entities.

Now, select the article by clicking on the checkbox next to its name, then on the top right menu, click on the arrow next to create, and choose Delete to delete this article.

Moving an article to a different folder

Click on the folder icon that is part of the top right menu. Then you will be presetned with a modal to choose which folder you want to move your article to, simple click to choose and then click Confirm.

Versioning

Versioning articles is the process of creating and managing different versions of an article over time. It involves tracking changes made to an article, including updates, corrections, and revisions, and storing each version as a separate record.

This allows users to access and review different versions of the article as needed, and to ensure that the latest version is always available for use.

Versioning articles can help to maintain consistency, accuracy, and transparency in documentation, and can be particularly useful in industries where regulatory compliance is important.

Go back to previous versions

Click on the clock icon button that is part of the top right menu. Then you will be presented with different versions in the past, click Load next to the version you would like to restore.

When the old version is loaded, choose Create new version (similar to Update an article instructions above) if you wish to restore and publish, or edit this version and publish it.

Giving users permission to edit or publish

When creating accounts for users, you need to configure their roles to limit permissions.

The roles that can edit and publish articles are ADMIN, MANAGER and WRITER. You can give an OPERATOR an additional WRITER role to enable them the access to modifying articles without compromising other privileges.

Articles usage example: Material Articles

Articles can be used to include information about materials. This information is then available across platform where relevant to the material.

For example below, our Wine product 1 does not have an article attached to it.

Now we want users who are not familiar with this product to be able to access information about this during production anytime they can. Click on Article to attach an article to this material.

After, you will see the name of the article in the material's basic information.

Now, if you have an order producing Wine product 1, you can easily access the information on the side bar in a few clicks like below.