Transcript of the video:
Let’s look at how easily you can update your training content using InsightAI. When policies or procedures change, you want your training to stay current—without putting a heavy maintenance burden on your admin team.
First, go to Configuration and select Files to upload your new documents. To automatically overwrite an older version, just make sure your new file has the exact same name as the old one. You can also use the search field to quickly pinpoint specific titles.
Once your documents are uploaded, make sure to click Synchronize. This allows InsightAI to use the new files to build and update your training.
Whenever you replace old documents, automatic email alerts will notify you about the updates and any blueprints that need a review. These notifications go directly to your Step Collaborators, which you can manage under Learn, and then Steps. If no collaborators are assigned, these emails will go straight to all Super Admins.
From the email, click Review Blueprints to head right to your Blueprints tab. Here, you can check the status of your training to see exactly where updates are needed. You have total flexibility here—you can batch-author updates at the Collection level, or handle them individually at the Step level.
Once you’ve reviewed the newest revisions, simply click Activate to instantly publish them to your learners. And just like that, InsightAI keeps your training compliant and up to date!