Page 64 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

2. Open the Miscellaneous folder
3. In the Sub Categories box, click the +Category button
4. In the pop-up window, for Category Name, type “Equipment/Software”
5. Click Save
6. Click the +Category button in the Sub Categories box
7. In the pop-up window, for Category Name, type “Support Services”
8. Click Save

Part 3: Reorder subcategories
1. If not already open, select the Edit Categories tab
2. Open the Proposal > Approach folder
3. In the Sub Categories box, click Order Categories
4. Select QA/QC
5. Click the up arrow
6. Click Save

Part 4: Delete a subcategory
1. If not already open, select the Edit Categories tab
2. Select Proposal > TOC
3. In the Current Category box, click the Delete trash can icon
4. Click OK

See Appendix B – Knowledge Module Category Structures for two recommended
structures (one of which we built in the previous activity)

Activity 15.2 – Upload and create content (knowledge bits)

Activity Steps

Part 1: Create a new knowledge record (knowledge bit)
1. Open the Category Structure tab
2. Select Proposal > Graphics
3. In the Marketing section, click the +Knowledge button
4. Enter the following information
a. Title: Company Logo
b. Description: This is the standard company logo
5. Click Save

Part 2: Add details
6. On the next screen, VIEW MARKETING KNOWLEDGE, perform the following:
a. In the Categories box, click +Category
i. Select Marketing Collateral

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