Solution Engineering

Document End-User Training Guides

Users get role-based training material, such as manuals, quick guides for agents and how-to guides, written in the format they asked for and ready to hand to end users or admins.

15 tasks
Method

How MeshMesh does it

  1. Queries the org for sharing, permission and queue details to ground the guide in how the org is actually set up, working through query errors along the way.
  2. Updates an existing guide when asked: copies the earlier version, raises the version and date, and adds documentation for a new feature across the relevant sections.
  3. Drafts the material in the requested format:
  • an interactive HTML page, a PDF and a slide presentation
  • role-based content with color coding and labels for each user role
  1. Publishes the result, as a saved artifact for later reference or to GitHub Pages.
  2. Revises on request, then records a reusable blueprint of the build.