BUSL-1.1 · Version 18.0.13.6.1

Knowledge Base

Policies, procedures, registers, document templates and project matrices.

Video · Knowledge Base · 1:02
The dashboard: active documents, overdue reviews and what comes due in 30, 60 and 90 days
The dashboard: active documents, overdue reviews and what comes due in 30, 60 and 90 days
Project matrices with their item count and progress
Project matrices with their item count and progress

A wiki ages badly because nothing in it says which version was distributed, to whom, or when it is due for review.

A document is a record: a name, a reference, a type, an owner, a next review date. Its content lives in versions, each with its number, its change log, its approver and its effective date. Publishing a version freezes its content: that is the one that was distributed, and it will not move again.

A distribution links a version to someone, client or employee, and records the sending, the method and the acknowledgement. That is what answers “who had received the password policy in February” without reopening a mailbox.

Matrices track an engagement's deliverables: status, owner, dates, attachments, linked tasks. Decisions taken in meetings are filed into them, where people will look.

More than a wiki, less than an ERP: a document's body can be written here, section by section, or stay a pointer to an external file.

Comparable to Notion or Confluence, structured by project

project_knowledge_matrix · Version 18.0.13.6.1 · Guide chapter · View the source · See it in the catalogue

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