How ScreenSteps Is Organized

The Structure of ScreenSteps

ScreenSteps content is organized like this: Account → Site → Category → Manual → Chapter → Article

Each level helps organize knowledge so it’s easy for teams to find and navigate.

1. Account

An account is the top level in ScreenSteps. Every organization using ScreenSteps has one account. The account contains one or more sites where knowledge is published.

2. Site

A site is where your knowledge base lives. You can think of a site like a website for your team's knowledge.

Each account has at least one site, but organizations can create multiple sites if needed (for example: internal operations, customer help center, partner documentation). End users access content through a site.

3. Category

A category organizes content inside a site. Categories act as dividers that group related manuals together.

4. Manual

A manual is a collection of related procedures or documentation. Think of a manual like a book within the knowledge base.

Examples:

• Teller Procedures
• Loan Processing
• New Hire Training

5. Chapter

A chapter organizes articles inside a manual. Chapters group related topics together so the manual is easier to navigate.

6. Article

An article is the individual piece of content users read. 

Articles typically contain:

• Step-by-step procedures
• Reference information
• Policies
• Job aids

How Users Find Content

End users access content from a site and typically find information in one of two ways:

• Search: Users can type keywords into the search bar to quickly find relevant articles.
• Browse: Users can also navigate through the structure:

Site → Category → Manual → Chapter → Article

When users open a manual, they see a table of contents showing the chapters and articles they can browse.