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Getting Started | centrexIT Knowledge Center
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centrexIT
Knowledge Center

CentrexIT Getting Started

Reference 1 min

The centrexIT Knowledge Center (KB) is the central hub for all operational documentation across the organization. Whether you are a new hire getting oriented or a seasoned engineer looking up a specific configuration, everything you need lives here — policies, procedures, standards, work instructions, and more. This guide will walk you through the layout, features, and conventions so you can find answers quickly and contribute effectively.

The KB uses a three-column layout designed for efficient browsing:

  • Left sidebar — Browse articles organized by category (Policies, Standards, Processes, Procedures, Work Instructions, Reference, and Manuals). Expand any category to see its articles and subcategories.
  • Company Explorer — Filter the sidebar by client company to narrow results to a specific account. This is especially useful when troubleshooting or preparing for client work.
  • Search and Command Palette — Press Ctrl+K (or Cmd+K on macOS) to open the command palette. Start typing to search across all articles by title, content, or KB number. Results update as you type and can be filtered by category.

Every article in the KB is classified by document type. Understanding the hierarchy helps you find the right level of detail:

  • Policy — Organizational rules and governance boundaries. Defines the what and why without prescribing the how.
  • Standard — Required configurations, baselines, and measurable technical specifications that systems must meet.
  • Process — High-level workflows showing how work flows across roles and departments, including phases, KPIs, and inputs/outputs.
  • Procedure — Step-by-step operational instructions for specific tasks like escalation, patching, or incident response.
  • Work Instruction — Detailed, tool-specific guides that walk you through exactly how to perform a task in a particular system or interface.
  • Reference — Lookup tables, configuration values, architecture notes, and other technical reference material.
  • Manual — Comprehensive guides covering broad topics such as onboarding, platform administration, or service delivery.

When in doubt, start with a Process for the big picture, then drill into the linked Procedures and Work Instructions for the hands-on steps.

Beyond basic browsing and search, the KB offers several ways to locate information:

  • KB numbers — Every article has a unique KB number (e.g., KB00058957). If someone shares a KB number, paste it directly into the search bar to jump straight to that article.
  • Category and company filtering — Use the sidebar filters and Company Explorer to narrow results by document type or client account.
  • Knowledge Graph — The graph view visualizes how articles relate to one another. Click the graph icon in the right sidebar to explore connections and discover related documentation you might have missed.
  • Backlinks — At the bottom of every article, the Backlinks panel shows which other articles link to the one you are reading. This is a powerful way to trace dependencies and related procedures.

Once you are comfortable with the basics, these features will accelerate your workflow:

  • Reader mode — Toggle Reader mode from the floating reader control on article pages to dim surrounding chrome and keep the article itself in focus.
  • Dark mode and theme packs — Use the theme toggle in the sidebar controls, or in the mobile action bar on smaller screens, to switch between light and dark themes and apply seasonal theme packs.
  • Print view — The KB includes print-optimized styles. Use your browser’s print function (Ctrl+P / Cmd+P) to generate a clean, formatted printout of any article.
  • Signals panel — Use the right-side Signals panel to report article issues, suggest improvements, or flag app problems without leaving the page.

The KB is a living resource that improves when the team contributes. Here is how to get involved:

  • Request changes — If you spot an error or gap, use the feedback form in the right sidebar to flag it. Include enough context so the content owner can act on it.
  • Builder mode — Contributors can use Builder mode to draft or update articles directly. Atlas, the built-in AI assistant, supports three paths: bring complete content for formatting and validation, collaborate on a draft from an idea, or review and refine existing content.
  • Quality standards — All articles should follow the canonical template structure for their document type and pass the quality checklist before submission. Consistent formatting makes the KB easier to search and trust.

If you cannot find what you need or have questions about the KB itself:

  • Aeris — The centrexIT AI assistant can answer questions and point you to relevant documentation across company systems.
  • Atlas chat — Use the chat panel in the right sidebar to ask Atlas context-aware questions about the article you are viewing.
  • Team leads — Reach out to your team lead or department manager for guidance on processes specific to your role.
  • KB maintainers — For questions about content standards, taxonomy, or how to contribute, contact the Knowledge Center maintainers through the internal collaboration channels.