Workforce Engagement Management

We are still very 'green' in using the Learning modules. I have uploaded a document that now has outdated information. How do I delete this document? I don't want it being brought up as a reference which would lead the agent to have inaccurate information. 

I am thinking maybe there is a permissions that needs to be added but I couldn't find it in the knowledge resource- Hoping someone here can help

Here is the view I have


#Performance Management
#Coaching and Training

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Cherri Lindquist
Clinical Director of Nursing
Company Nurse, LLC
clindquist@companynurse.com
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Hi Cherri

Thanks for your post

The Learning documents actually use the general Genesys Cloud document capabilities 'under the hood'

If you go to Documents and the Workspace used for these documents, you're able to delete them from there:


To that end, a good practice would be to set up a 'Workspace' in Documents which is accessible by e.g. the Training team, and have documents used for modules added there. That way everyone has permissions to see the documents when creating/editing modules, the documents are ring fenced only for the training team and you have one place to go to manage those documents.

When adding a new document via Learning, you can choose to add the document to that shared workspace

Hope this helps

Thanks

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Andrew Boland
Genesys - Employees
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Andrew,
It would be really nice to have a replace document function so you don't have to go back and change your content, which means copying the original module and publishing again.  I submitted this idea:  Add ability to replace a document in | Genesys Cloud Ideas Portal (aha.io)

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Robert Wakefield-Carl
Avtex Solutions, LLC
Contact Center Innovation Architect
https://www.Avtex.com
https://RobertWC.Blogspot.com
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Original Message:
Sent: 11-23-2022 02:47
From: Andrew Boland
Subject: Development and Feedback- Learning Module Documents

Hi Cherri

Thanks for your post

The Learning documents actually use the general Genesys Cloud document capabilities 'under the hood'

If you go to Documents and the Workspace used for these documents, you're able to delete them from there:


To that end, a good practice would be to set up a 'Workspace' in Documents which is accessible by e.g. the Training team, and have documents used for modules added there. That way everyone has permissions to see the documents when creating/editing modules, the documents are ring fenced only for the training team and you have one place to go to manage those documents.

When adding a new document via Learning, you can choose to add the document to that shared workspace

Hope this helps

Thanks

------------------------------
Andrew Boland
Genesys - Employees
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Thanks Robert

It's a good idea, thanks for adding that.

We'll track that one now.

Thanks

Andy

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Andrew Boland
Genesys - Employees
------------------------------

Original Message:
Sent: 11-23-2022 09:56
From: Robert Wakefield-Carl
Subject: Development and Feedback- Learning Module Documents

Andrew,
It would be really nice to have a replace document function so you don't have to go back and change your content, which means copying the original module and publishing again.  I submitted this idea:  Add ability to replace a document in | Genesys Cloud Ideas Portal (aha.io)

------------------------------
Robert Wakefield-Carl
Avtex Solutions, LLC
Contact Center Innovation Architect
https://www.Avtex.com
https://RobertWC.Blogspot.com
------------------------------


Original Message:
Sent: 11-23-2022 02:47
From: Andrew Boland
Subject: Development and Feedback- Learning Module Documents

Hi Cherri

Thanks for your post

The Learning documents actually use the general Genesys Cloud document capabilities 'under the hood'

If you go to Documents and the Workspace used for these documents, you're able to delete them from there:


To that end, a good practice would be to set up a 'Workspace' in Documents which is accessible by e.g. the Training team, and have documents used for modules added there. That way everyone has permissions to see the documents when creating/editing modules, the documents are ring fenced only for the training team and you have one place to go to manage those documents.

When adding a new document via Learning, you can choose to add the document to that shared workspace

Hope this helps

Thanks

------------------------------
Andrew Boland
Genesys - Employees