Glossary

The words Wikidoc uses, and what they mean. Where the app spells a word the British way, such as Organisation on a button, this Help Center quotes it as it appears.

People and access

Organization Everyone who signs up with an email address at the same company domain, such as @yourcompany.com, plus anyone an Admin invites. An organization shares one plan and one set of content. See How organizations, members and seats work.

Member A person who belongs to your organization. Members sign in to Wikidoc and see your organization’s content, depending on their role.

Seat One member’s place on a Team plan. You pay per seat. An invited address holds a seat until the person signs up. A pending request doesn’t use one until an Admin approves it. See Add or reduce seats.

Role What a member can do: Viewer, Editor, Manager or Admin. See Roles and permissions.

Team A group of members, such as one clinic or one shift. A team has its own team workspace for files only its members can see. Being on a team doesn’t use a seat. See Teams and team workspaces.

Department Part of your organization’s structure on the org map, such as Operations or Front Desk, with its own managers. Departments decide who reviews whom and what Managers can see in Analytics.

Reports to The person someone reports to, set by an Admin. It draws the reporting lines on the org map, and decides who reviews their performance.

Portal guest Someone outside your organization, such as a client or partner, who uses one of your client portals. Guests don’t use seats and only see what’s in the portal. See Members vs. portal guests.

Content

Document A step-by-step guide, often called an SOP (standard operating procedure). Wikidoc can write one from a screen recording, with screenshots or GIFs, a narrated video, slides and a quiz. Documents live in Files. See Create a document.

Owner and approver A document’s owners are responsible for keeping it accurate, though only the person who created it can edit its content. Its approvers sign it off as correct. Any saved change clears the approval, so it’s asked for again. See Document governance.

Draft and Active A document’s status. Draft means still being written or checked. Active means it’s the version people should follow.

Process map A diagram of how a process runs, step by step, with decisions and who does each part. See Create a process map.

Checklist and run A checklist is a list of tasks that’s done on a schedule, such as every morning. Each time someone fills it in, that’s a run, kept with who ticked what and when. See Run a checklist.

Training

Module One piece of training: a document, video, slides, a quiz or a mix, with an optional pass mark and certificate. See Build a training module.

Program Several modules, and sections of text, in order, assigned to people with a due date. Programs can enroll people by job title or department. See Build and publish a training program.

Certificate Proof that someone passed a module or finished a program, with a public link anyone can use to check it’s real. See Certificates.

Client portal A branded page where you share chosen modules, documents and process maps with people outside your organization. See Build a client portal.

Work and people

Task board and card A board of columns such as To do, Doing and Done. Each piece of work on it is a card. See Task boards.

KPI A goal with a target, for the organization, a department, a team or one person. See Set and track KPIs.

Review cycle and review card A review cycle is one round of performance reviews, such as a quarter. Everyone in it gets a review card to fill in, which their reviewer then rates. See Performance reviews.

Recognition and points A public thank-you to a colleague. Each person gets a monthly allowance of points to give with them. See Recognition, points and awards.

Notice and event What’s posted on the Noticeboard: an announcement everyone reads, or a date on the company calendar. See Noticeboard.

Plans

Free, Pro and Team The three plans. Free costs nothing and has limits. Pro is one person’s paid plan. Team covers your whole organization, paid per seat, and adds the features for working together. See Plans compared.

Trial 14 days of Pro, or of Team for a whole organization, before paying. See Start a free trial.