Internal Docs

Screensteps at CIA (Overview)

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ScreenSteps is a knowledge management system specifically designed for creating and managing procedure documentation. Companies use ScreenSteps as their knowledge management system to support customers and to support their internal workforce (contractors, employees, temps).

Examples of typical content that customers create in ScreenSteps include:

  • Job Aids
  • Standard Operating Procedures
  • Quick-reference guides
  • Checklists
  • Decision trees
  • Call Flows
  • How-tos

ScreenSteps has built-in tools to create documentation from scratch and also allows you to includevideos,GIFs, ande-Learningexercises that you create in other applications.

copied from Screensteps Overview

Account Access

CIA staff will log into screensteps with their CIA account credentials

If staff have difficulty logging in they should submit a ticket at support.cia.edu

Expand or collapse content Account Admin

Sometimes when setting up Single Sign-on you may accidentally lock yourself out of your account. Don't worry, it happens to the best of us.

Request an email with a link that will log you in one time

If you are an admin on an account then you can request that an email be sent to you with a link that will log you in one time. This allows you to access your ScreenSteps account again and make any needed Single Sign-on configuration changes.

To request this email,you will visit the /login/sso_bypass url for your account. For example, if your account name is CIA then you would visit the following url:

https://cia.screenstepslive.com/login/sso_bypass

The email will contain a link that will log you into your account. Note that the link will expire 5 minutes after it is created.

Screensteps Tour

Expand or collapse content Screensteps Features

As of January 2024 the Cleveland Institute of Art has an Articles only Screensteps account, with the following  features.

  • Access
  • Permissions
    • Assigned by user role and groups
      • Admin
        • Post and update content.
        • Delete/reorganize content.
        • Manage users, groups and custom templates.
        • Edit site settings.
      • Contributor
        • Create manuals in a site.
        • Publish manuals in a site.
        • Publish articles to manuals in a site.
        • Moderate comments for the site.
      • Reader
        • Assigned access to protected content
        • No role is needed for reading public content
  • Create and organize Documentation by
    • Site
      • Manual
        • Chapter
          • Article
            • Linking
            • share between chapters and manuals (single article edit with multiple publication points)
            • Certification
  • Editing options
    • Desktop Client (CIA only has an account for articles. Workflows, Decision trees, Check lists, Courses and other features require an upgrade to our account.)
      • Screen capture
      • Annotations (e.g. circles, highlights, blur, sequence)
      • Foldable sections
      • Inline links
      • Heading links
      • Auto-numbering
    • Web editor (does not include screen capture and image annotations)
  • Sharing and distribution
    • Web sites
    • Embed articles into web page
    • PDF (Formatting available) for
      • Manuals
      • Articles
Expand or collapse content Areas of Screensteps
  1. Published Screensteps Site(s) (Site and article reader access based on role)
    1. cia.screenstepslive.com or my.cia.edu/help
    2. cia-internal.screenstepslive.com
  2. Dashboard/Admin Area (Admins and Contributors)
  3. All Content Area (Admins and Contributors)
  4. Account Area (Admins Only)
Expand or collapse content CIA Screensteps Groups as of Jan 2024
  • Business Affairs
  • Continuing Education
  • Digital Output Center
  • Help Desk
  • Human Resources
  • IT Dept
  • Media Services
  • Module Managers
  • Network
  • Online Services
  • Registrar

 

Screensteps Help resources

  1. Dashboard Help link
    1. Contextual Help (based on page of Screensteps you are on)
    2. Topic Search
    3. Send Screensteps support a message
  2. Short, Self-Paced courses
  3. Coworkers and Online Services (documentation is a department and school wide effort)

Other Resources

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