Best Practices: Managing My Knowledge Library

Best practices when it comes to managing my knowledge library? Your knowledge library can simplify the RFP process by keeping crucial information in one easy-to-access location — but proper setup and maintenance are key. Below are tips to better manage your content, empowering your organization to more effectively and quickly handle RFP responses.

Assign SME’s to Review Content
Setting reviewers to look over records is great to ensure the information that writers are picking from your library are always relevant. As your organization grows certain responses will become dated. Establish a process where subject matter experts (SMEs) review content on an ongoing basis by setting a review cycle — for example, quarterly or annually — to ensure accuracy. Follow this link to assign reviewers individually or in bulk.

Ensure all content is assigned a reviewer
A very important exercise is to make sure all entries have reviewers. One way to easily see those records that still need someone assigned to them is by sorting by 'No Reviewer' in the Action Menu. 

Identify out-of-date content
Outdated content is not just a pain, it is a liability. Follow this link to learn how to clean up your knowledge library in a variety of ways.

Solidify your list of Tags
Tags are a great way to organize your content internally so it is easy to find. Follow this link to learn some best practices for tagging.