The ScreenSteps Blog for Onboarding, Training, and Enablement (30)

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Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

How Long Does it Take to Implement ScreenSteps?

By: Jonathan DeVore
October 7th, 2021

ScreenSteps implementation timeline From start to launch, it will take about 5 weeks to 6 months to implement ScreenSteps in your company.

How to Organize Your Call Center Training Program Into 5 Phases

By: Jonathan DeVore
October 2nd, 2021

Onboarding new call center agents takes patience, time, and money. As much as you wish you could teach a few lessons and the new agents would be ready to take any call, that’s not how training is going to happen. It happens in increments.

4 Steps to Writing a Policy Document For Your Bank and Credit Union

By: Jonathan DeVore
September 30th, 2021

Every company has a list of dos and don’ts, cans and cannots, yeses and nos. These rules and regulations are essential for informing everyone about what is and isn’t allowed in a company.

5 Ways to Incorporate Continuous Learning in Your Workplace

By: Rebecca Lane
September 26th, 2021

Until I worked for ScreenSteps — a knowledge base software company — I never realized how important it is to provide training beyond initial onboarding.

7 Steps to Maintain Compliance in Your Scaling Call Center

By: Jonathan DeVore
September 24th, 2021

Step 1: Determine KPIs for compliance Call center managers and directors are constantly looking at metrics and KPIs related to performance. But, if you haven’t already, you should also establish KPIs related to compliance.

11 Examples of How SharePoint and ScreenSteps Handle Scenarios Differently

By: Jonathan DeVore
September 21st, 2021

When your team begins looking at ScreenSteps and comparing it to SharePoint, you’re bound to hear, “How is ScreenSteps different from SharePoint? Can’t you basically do the same things in SharePoint that you can do with ScreenSteps?”

What is a Decision Tree? And How Do You Create One? (+ Example)

By: Jonathan DeVore
September 18th, 2021

When I work with clients to document procedures, something funny happens.

3 Ways to Manage Employee Viewing Permissions in ScreenSteps

By: Jonathan DeVore
September 16th, 2021

Across your company, you have several departments. Each of those departments has content they need to store in your knowledge base. (After all, that’s the reason for a knowledge base.)

SharePoint vs ScreenSteps: What Are the Differences?

By: Jonathan DeVore
September 14th, 2021

When you and your team are evaluating ScreenSteps, you might have questions like, “Why do we need ScreenSteps for a knowledge base? Don’t we already have SharePoint?”

What Customizations Can You Make to Your ScreenSteps Site? (3 Areas)

By: Jonathan DeVore
September 11th, 2021

Before you decide to use ScreenSteps for your knowledge base, you need to consider:

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