Best Practice: Creating an OC

Note: Only Admins and Pro licenses can create an OC from scratch. Advanced and Basic licenses can duplicate an existing OC Template and then modify it based on the desired use case.

OC Building: An Overview

  1. Build
    1. Define and identify the standard link row framework
    1. Construct the skeletal OC and populate the scaffolding with relevant link
  2. Create Storyline Filters
    1. Create Storyline Filters to highlight the relationship among the links
  3. Attach Content
    1. Populate the link and the OC Summary Page with supporting details and attachments
  4. Quality Assurance
    1. A subject matter expert reviews the OC to ensure completeness and accuracy
  5. Approval
    1. The QA’d OC is ready for final approval when it has
      1. An agreeable OC structure
      1. Links adequately addresses 80% of the situational use cases
      1. Storyline Filters that can address 80% of key points or FAQ
      1. Supporting content behind links users can reference
  • Release to the Field
    • The approved OC also ready to be published as template to make it available for the entire team
    • Published OC templates can be added to an applicable OC template category
  • Update/Refresh As Needed
    • Published OCs can be modified and updated according to feedback from the field users

Things to Consider While Building an OC

  • Use the Link Group framework to group ideas
    Create Links to capture major ideas
  • When building Links, include a short description explaining what link, its inclusion, and how it should be interpreted
  • The relationships between Link Groups and links should be simple to follow
  • Add content to illustrate details related to the Link
  • Limit the amount of Link Groups and links
  • Multiple Links similar in nature should be grouped using… drumroll…Sub-Links!
  • Sub-Links provide a high-level summary view that can be drilled into to reveal additional insights