When your Subject Matter Experts do not have access to Qvidian it can really limit your ability as a content manager to track which content is being reviewed and visibility into who is performing the reviews. However, you need to be as efficient as possible when reflecting your SMEs updates into the content stored in your QPA library. This session will review 3 ways to edit content in QPA and discuss how each can help with the review process.

1. Working With SMEs on
Content Reviews
Session Title HereDavid Bellemore
Sr. Project Manager

2. David Bellemore, Sr.
Project Manager
• Sr. Project Manager
• 23 Years in High Tech & SW
• 13 Years with Qvidian
• Office: New Hampshire
• Pervious: Sales, Training, Air Force
About Me

3. After attending this session, participants will have learned/experienced:
• How to keep track of content being reviewed by unlicensed SMEs
• Three content edits approaches for unlicensed SMEs
• Most efficient content management approach for unlicensed SMEs
Agenda

4. Content Management Themes
Know the
content well
Know how
content is
maintained
Know when
content is
maintained
Feature
functionality
Content
management
workflow

5. • Properties
• Custom metadata
• Advanced Filtering
Advanced Features to Help Admins find Content

6. Advanced Filtering

7. Login Information
Username: admin@ConnectE#.com
Password: Connect17

8. What if someone else is the reviewer?
Do they
have a
QPA
license?
Is
approval
required?
Should
QPA track
review
activity?
Yes No
Yes
Content
Review
Jobs
Independent
Editing
Method
Send to
SME
No Yes

9. Send to SME: How does it work?
Identify
content to be
reviewed
Send content
to the non-
licensed
SME
SME reviews
and returns
the content
Edit, approve
or reject the
content

10. Sending to the SME
Single Document Individual File(s)
System sends as one document System sends as separate documents
Has bookmarks No bookmarks
Cannot update properties Can update properties
Cannot automate Word’s track
changes
Can automate Word’s track changes
Can do global find/replace Always edit one record at a time
Return when all are reviewed Can return one at a time or together
Only works with Word files Can include any combination of file
types

11. Activity – Create SME Edit
Job

12. Send to SME
Identify
content to
be
reviewed
Send
content to
the non-
licensed
SME
SME reviews
and return
the content
Edit,
approve or
reject the
content

13. SME’s Experience
Follow link
in email
Download
content and
edit
Save and
upload
content
Click Return
on content
screen
SME reviews
and returns
the content

14. Activity – Receive SME Job
& Edit Content

15. Send to SME
Identify
content to
be
reviewed
Send
content to
the non-
licensed
SME
SME
reviews and
returns the
content
Edit, approve
or reject the
content

16. Activity – Approve SME Job

17. What if someone else is the reviewer?
Do they
have a
QPA
license?
Is
approval
required?
Should
QPA
track
review
activity?
Yes No
Yes
Content
Review
Jobs
Independent
Editing
Method
Send to
SME
Single
Document or
Zip File Edit
No NoYes

18. Edit Single Document (no add ins)
1. Launch edit
 Deselect use advanced editing

19. Edit Single Document (no add ins)
1. Launch edit
 Deselect use advanced editing
2. Make edits to content in Word
 May email this file to someone else

20. Edit Single Document (no add ins)
1. Launch edit
 Deselect use advanced editing
2. Make edits to content in Word
 May email this file to someone else
3. Save edited file locally
 Do not change the file name

21. Edit Single Document (no add ins)
1. Launch edit
 Deselect use advanced editing
2. Make edits to content in Word
 May email this file to someone else
3. Save edited file locally
 Do not change the file name
4. Drag and drop edited file into the library

22. Edit Single Document (no add ins) vs. Export
Edit Single Document (no add ins) Export
Multiple records compiled into one Word file Multiple records compiled into one Word file
Selected properties display in Word file Selected properties display in Word file
Content is checked out in the library Content is not checked out in the library
Content can be saved back to the library via drag
and drop
Content cannot be saved back to the library

23. Activity – Edit Single
Document (no add ins)

24. What if someone else is the reviewer?
Do they
have a
QPA
license?
Is
approval
required?
Should
QPA
track
review
activity?
Yes No
Yes
Content
Review
Jobs
Independent
Editing
Method
Send to
SME
Single
Document or
Zip File Edit
No NoYes

25. Conclusion
Know the
content well
Know how
content is
maintained
Know when
content is
maintained
Session 1 Session 2 Session 3
Feature
functionality
Content
management
workflow

26. Tell Us What You Think!