You will be able to share the Knowledge Dashboard of all the trainings regardless of their status: "Deleted", "Published", "Active" and " Completed".

Trainings with "Published" status will not have data in the Knowledge Dashboard but you can schedule it in advance if you need it. 

There are two ways to share a Knowledge Dashboard:

Send the Knowledge Dashboard

Schedule the sending of Knowledge Dashboard

Send the Knowledge Dashboard

Within the Knowledge Dashboard of a training:

1. Click on the "Share dashboard" button in the menu at the top right 

2. On the pop-up window:

   1. Type in the email addresses separated by commas (,)

   2. Enter an explanatory comment. Click on the lower right corner if you need to enlarge the "Comment" field for a better view 

3. Enable "Allow filtering" by clicking on the "Blue box" button

4. Click on the "OK" button to send or click on the "Cancel" button to cancel

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Schedule the sending of the Knowledge Dashboard

Within the Knowledge Dashboard of a training:

1. Click on the "Clock" button in the menu at the top right

2. The pop-up window covers the different sections:

3. Data:

   1. Name: Write the subject of the email

   2. Comment: Enter an explanatory comment. Click on the lower right corner if you need to enlarge the "Comment" field for a better view

   3. Automatic: Enable this feature if you want to send, to the same recipients, the Knowledge Dashboards of all active trainings. In one click, you program Dashboards for all active trainings, wonderful!

   4. Enable "Allow filtering" by clicking on the "Blue Box" button. Check out our article Apply filters in the Knowledge Dashboard

   5. Parameters: Indicates the name of the training and its start date

   6. Click on the "Next" button to access: 

4. When:

   1. Frequency: Click on the field to select one of the options: Daily, weekly, monthly 

   2. Day: Click on the field to select a day of the week or month

   3. Time: Click on the field to select the time

   4. Click on the "Next" button to access: 

5. Recipients: Enter the email addresses separated by commas (,)

6. Click on the "Save" button or click the "Back" button to edit

7. The new scheduled Knowledge Dashboard will appear in the list:

   1. Click on the "Three-point vertical" button on the right side of the window to "Edit" or "Delete" the scheduled Knowledge Dashboard

Note: The "Email addresses" and "Comment" fields are limited to 1000 characters.

Check out our articles in the Knowledge Management section to discover and understand how to manage your organization's knowledge in Zapiens.

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