How to find materials in the Knowledge Base

The Knowledge base section shows only published materials that an employee can access based on their department and job title. You can find the materials you need by entering text in the search field or by using categories and filters.

Where to open the Knowledge Base?

1. Sign in to your Smart Way LMS account.

2. Select Knowledge base from the main menu.

3. On the main page, you will see the search field, Filters and Favourites buttons, the category tree and the Recently updated section.

If Knowledge base does not appear in the menu, your company administrator has disabled the module.

How to search by text?

1. Enter keywords in the search field.

2. Select Search or press Enter.

3. Review the Search results section.

The search checks the title, short description, category, tags and indexed content of text-based files. Matching words are highlighted in the text excerpt shown in the results.

For more accurate results:

• use two to four meaningful words instead of a long sentence;

• begin with the name of the process, document or product;

• try a synonym if your first query returns no results;

• add a category or type filter if there are too many results.

To clear the search field, select its clear icon (x).

How to use categories?

Categories are shown in a separate directory. The number next to a category name indicates how many materials in that category are available to you.

1. Select the arrow next to a category to show or hide its subcategories.

2. Select a category name to show all materials in that category.

3. Select All to load materials from every category.

On a narrow screen, you can collapse the tree using the button in the Categories heading.

A category describes the main topic of a material. Each material has one main category, so use tags for any additional characteristics.

Available filters

Select Filters to open the additional options.

The available sorting options are:

• Relevance — the best option for a text search;

• Recently updated — shows the most recently updated materials first;

• Popularity — shows materials with the most reader activity first.

You can combine filters. For example, you could find all files tagged security that were updated during the previous quarter.

How to reset the search criteria?

• Reset filters clears the category, type, tags, date range, sorting and favourites mode, but does not clear the text entered in the search field.

• Clear all clears both the text query and every active filter.

• The cross icon next to the tags clears only the selected tags.

How favourites work?

Favourites are your personal list for quick access.

To add a material:

1. Find it in the list.

2. Select the star icon on the right.

You can also add a material by selecting Add to favourites on its viewing page.

To show only saved materials, select Favourites. Select it again to turn off the filter and show the full list rather than favourites only.

If a material is unpublished or archived, or your access to it is restricted, it will no longer appear in your favourites. Adding a material to your favourites does not grant any additional access.

How to read a result card?

The card shows:

• the material type;

• the title;

• a matching text excerpt when you have performed a search;

• the category path;

• the file name and size, when available;

• the updated date;

• up to two tags and the number of additional tags.

A file opens on a separate Knowledge Base page. An external link opens in a new browser tab.

If there are many materials, Back and Next buttons appear at the bottom of the list so you can move between pages.

Quick checklist

• Enter a short, meaningful query.

• Select a category if necessary.

• Add a type, tags or updated date range.

• Use Relevance sorting for text searches.

• Save frequently used materials to Favourites.

• If nothing is found, clear the filters and try different filter settings.