Before lessons can be created, a project must exist.
Refer to the article "How to Create a Project." to create your first project
To create lessons
In the navigation bar, click Lessons
Click New Lessons
Note: There are two ways to create lessons.
Auto-generate lessons
This is a great way to create lessons based off of existing project documentation or artifacts, such as meeting notes, transcripts, non-conformance reports. Documentation that you already have through your project life cycle
Select a project (Required)
Select a phase (Optional): This can be customized in your system settings.
If you are learning lessons in a specific phase of your project life cycle, you can select it.
If this is not selected, the product will automatically suggest a phase - this is great for when you are entering multiple lessons.
Provide lesson context (Optional)
If you have specific information that is not part of your project documentation, you can provide additional guidance.
Upload supporting documents (Required)
This is where you will attach the documentation that contains lessons to be extracted.
Click Generate Lessons.
Lessons will be processed in the background and appear in the pending tab when ready for your review.
Manual Entry
This is a great way to create lessons if you have specific information that you would like to provide and know exactly what your lesson is going to be with clarity.
Enter in your lesson title (Required)
This is a way for somebody to quickly understand what your lesson is about
Select a project (Required)
Select your project phase and any lesson tags
This list can be customized in the system settings. It enables a way to organize similar types of lessons or projects
Enter in the key details of your lesson (Required)
What happened
Root Causes
Key Takeaways
Add attachments (Optional)
Submit the lesson