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  1. APPS
  2. Viindoo Brain 17.0
Viindoo Brain
Viindoo Brain

Viindoo Brain

by Viindoo

4.9

$ 109.29 $ 109.29
v 17.0 0
Live Demo
Lines of Code 42287
Technical name viin_brain
License OPL-1
Website https://viindoo.com/apps/app/17.0/viin_brain
Read description for
Required Apps Discuss (mail)
Extensions Viindoo Brain - Account Reports Bridge Viindoo Brain - Recruitment Viindoo Brain - HR Viindoo Brain - CRM Viindoo Brain - Sales Viindoo Brain - Project Viindoo Brain - Helpdesk Viindoo Brain - Accounting Viindoo Brain - Purchase Viindoo Brain - Warehouse Viindoo AI - Brain Bridge Viindoo Brain - Digest Viindoo Brain - Knowledge Suite Viindoo Brain - Website test_viin_brain
  • Description
  • Documentation
  • License
Viindoo
Odoo Community
Viindoo Cloud

Company know-how that people find, trust and keep current

For companies whose procedures live in files, chats and people's heads

Write company know-how once, keep it right, and find it in seconds, next to the orders, contracts and people it is about

A Space in Brain: its description and admins, the pages that need review, the search box, recently updated pages, Start here and the pages you follow

Odoo 17.0 · Community, Viindoo Cloud · OPL-1

What changes for your team

The answer sits on the record it is about

How to handle a customer is in a shared drive or one colleague's head.

→ Pages link the records they are about. On a contact, Brain Pages lists them and Brain Note starts one, with the way back.

A page opened from a contact, with the breadcrumb back to the contact and the contact in the Linked to line

People find it instead of asking

The same questions come back every week.

→ One search covers titles and page text in every Space you may read. A miss offers to create the page.

The search page with filters and the Title and Page text groups, the matching words highlighted

Readers can tell a page is still right

Nobody knows whether a written procedure still holds.

→ Each page shows its owner and last verification; when its review date passes, the owner is asked to check it. Edits can wait for the owner's approval.

A page with a proposed change to approve or send back, and the Needs review banner with Mark as verified

Ready on day one

Starter Spaces

Company Handbook and Company Policies, with outline pages to adapt, and an R & D Space.

Page templates

Meeting notes, decision record, operating procedure, how-to guide, incident report and more.

Set first

Who reads each Space, each person's role in it, and how long Trash keeps pages.

What is included

Spaces and roles, the editor, templates, review, approval, history, search, sharing, Trash and reports.

Optional extensions

Viindoo AI - Brain Bridge

Ask AI over your pages, and search by meaning.

Viindoo Brain - Knowledge Suite

The app connectors and the AI bridge in one install.

Viindoo Brain - Sales

A Sales Knowledge Space, and pages from every quotation.

Viindoo Brain - HR

An HR Knowledge Space, and pages from every employee.

Before you decide

Where are the pages stored?

In your own database. People outside reach a page only through a link someone sends them or a public link, which can expire, carry a password and be revoked.

Who sees what?

Pages follow your access rules and each Space's roles. Daily notes stay private, even from administrators. Readers see the names of records a page mentions, even ones they cannot open.

What if a page is deleted or overwritten?

Trash keeps it, 30 days by default, and restores its sub-pages too. History restores an earlier version as a new one.

Which languages?

The screens ship in English and Vietnamese. Pages hold whatever language you write.

What does it take to run?

Odoo's standard modules only. A database created outside Odoo needs the pg_trgm extension for fast text search.

Try it, then ask us

The Documentation tab walks through every screen, role by role.

Pre-sales & partnership

viindoo.com/contactus

Technical support

viindoo.com/ticket

Technical requirements

  • Odoo version: 17.0
  • Editions: Odoo Community, Viindoo Cloud
  • Required modules: Base, Discuss, Customer Portal, Web, Web Editor, IM Bus
  • License: OPL-1
  • Languages: English, Vietnamese

Viindoo Brain

Who this guide is for. People who use the company wiki - employees who read it, writers, page owners, Space admins and wiki admins - and the administrator who sets it up. It describes what you see on screen and what to click.

Overview

Viindoo Brain is the company wiki inside your ERP. Procedures, policies and know-how are written as pages, kept in Spaces (for example "Company Handbook"), and linked to the customers, invoices, employees and other documents they are about. A page follows the same access rules as the rest of the system, so nobody keeps a second set of permissions in their head.

Every page has an owner, by default the person who created it. The owner is the person who confirms that the page is still correct. Readers see who owns a page and when it was last verified, so they know whether to trust it.

The Home screen of the wiki with the search box, the count pills, the Spaces the person may read, recently updated pages and the Start here pages

How a page lives:

  1. A writer creates or edits the page. In a Space where changes need review, the change is held as a draft and the page owner or a Space admin approves it.
  2. Everyone who may read the Space finds the page from Home, by searching or with Ctrl+K, and talks about it in the side panel.
  3. When the review date of the page passes, its owner is asked to check it and clicks Mark as verified.
  4. A page that is no longer useful is archived, or moved to Trash, which keeps it for a number of days so it can be restored.
Role What they do Access right to assign
Employee (reader) Finds and reads pages, discusses them, follows the ones they care about. Role Viewer or Commenter in the Space, given person by person or to a whole user type.
Writer Writes and edits pages, suggests changes, shares pages, submits drafts, moves pages to Trash. Role Editor in the Space.
Page owner Keeps the page current: verifies it, archives it, approves drafts of it. None: the owner is named on the page. It is the creator unless changed.
Space admin Runs one Space: members and roles, review rule, Start here pages; restores and permanently deletes its trashed pages. Role Space admin in the Space.
Wiki admin Looks after the whole wiki: reports, templates, tags, properties, public links and comments. Brain / Brain Admin on the user.
Administrator Installs the app and sets the company options. Administration / Settings on the user.

Note

When the Viindoo AI assistant is installed, Home and the search page also offer Ask AI, and the search results gain a Related by meaning group. They are described in the guide of Brain for the Viindoo AI assistant.

Setup (for the Administrator)

Installation

  1. Go to Apps.
  2. Search for Viindoo Brain.
  3. Click Activate.

Note

Every company starts with two Spaces: Company Handbook, with the pages "How to use this wiki", "Your first week", "Expense claims", "About us", "Who does what", "Tools and accounts" and "How we communicate", and Company Policies, with the pages "Leave policy", "Code of conduct", "Working hours and remote work", "Information security" and "Spending and approval limits". An R & D Space is there for what the team tried, learned and decided. They are an outline to adapt: rewrite the pages, rename or restrict a Space, or delete what your company does not need. Each company has its own copy, so a change in one company does not reach another.

The outline pages are written once, in the language of the person who creates the company, and are then the company's own pages: a language you activate later translates the names and descriptions of the Spaces and the templates but leaves the pages as they are. To start a company with Vietnamese outlines, create the company while you work in Vietnamese.

Brain works on its own. When your database also uses an application such as Sales, CRM, Helpdesk, Employees, Recruitment, Purchase, Inventory, Project or Invoicing, a small connector for that application can be switched on in the settings. It adds a starter Space for that team (for example "Sales Knowledge") and the Brain Pages and Brain Note buttons on the application's forms.

Company options

Open Brain ‣ Configuration ‣ Settings. Every setting carries a one-line explanation under its name. The Collaboration and Trash sections are saved per company:

  • Collaboration - Real-time collaboration. Off by default. When it is on, several people edit the same page at the same time and see each other's changes as they type. Ask everyone to reload the pages they have open after you switch it, and switch it on only for Spaces whose editors you trust.
  • Trash - Keep deleted pages for (days). How long a deleted page stays in Trash before it is removed for good. The default is 30 and the minimum is 1.
The Brain section of Settings with Real-time collaboration and Keep deleted pages for (days)

Below them, the AI Assistant, Reports and Digest and Integration sections list the add-ons of Brain, one switch each, named after the add-on: the AI assistant and its Brain bridge, financial reports in pages, Brain figures in the e-mail digest, and a connector for each application (Project, CRM, Helpdesk, Employees, Recruitment, Sales, Purchase, Warehouse, Accounting and Website). Tick a switch and click Save to install the add-on with the applications it needs; untick it and click Save to remove it. An add-on that your database does not include shows Purchase or Learn more in place of the switch.

Giving people access

Access to the wiki has two layers.

  1. On the user. Every internal user can open the Brain app. On the user form, the Brain field of the access rights gives the group Editor (the person may create Spaces) or Brain Admin (the person is a wiki admin: full control of every Space of the companies they may see, and the extra menus under Reporting and Configuration).
  2. In each Space. What a person may do inside a Space follows their role there: Viewer, Commenter, Editor or Space admin. The Space admin sets the roles in Space settings (see the Space admin chapter).

Note

A Space admin is a role inside one Space. It is not the same as the Brain Admin access right, which covers every Space.

Menus follow the access right: every internal user sees Brain, Spaces, Pages (with Pages and Drafts) and Reporting (with Pages Analysis). Needs review and Trash under Pages, and Configuration ‣ Templates, are for the Editor access right and above. Reporting ‣ Searches with No Result and the rest of Configuration (Tags, Properties, Database Views, Share Links, Comments) are for Brain Admin. Configuration ‣ Settings is for the administrator.

Employee: find and read what the company wrote down

Start from Home

Open Brain ‣ Brain. Home answers three questions.

  • Where do I look? The search box at the top and the Spaces cards. Each card shows the Space name, its description in your language, the number of pages, how many need review, and your role in it. A lock marks a Space that is not open to every internal user, and You: Space admin (or Editor, Commenter, Viewer) tells your own role in it.
  • What changed? Recently updated lists the latest edited pages on one line each: the title, the Space, when and by whom the page was edited, a Needs review mark when it is due, and a small magic-wand icon when an assistant edited it. Following lists the pages you follow.
  • Where do I start? Start here lists the pages a Space admin pinned for newcomers.

When something needs you, count pills appear under the search box: Needs review (pages you own that are due for review), Approvals (drafts waiting for your approval), My drafts and Comments to moderate. Each pill opens its list; nothing shows when nothing waits.

The top bar of Home also holds Search (Ctrl+K), Timeline and Shortcuts. Timeline lists the pages edited in a recent period - Last 7 days, Last 30 days or This year - newest first, with who edited them. Shortcuts lists the keyboard shortcuts.

Home on a phone: search box, count pills and Space cards in one column

Home and Trash fit a phone screen: the sidebar folds away and the Space cards stack in one column.

Open a Space

Click a Space card, or the Space name in the sidebar. The Space screen has one header: the Space name with your role, its description, and one line with the Admins, the number of pages and the number to review; the gear button opens the Space settings. Under it come a compact search box limited to this Space, the count pills, the latest pages and the Start here pages. The sidebar lists the pages of the Space as a tree; type in Filter pages... to narrow it, and use the funnel button beside it to show only one kind of page. The page menu of a row shows when you hover the row. The Tags section appears only when the Space has tags.

A Space screen with its description, the Space admin, pages to review and the page tree in the sidebar

Search

Type a word in the search box and click Search. Results are grouped:

  • Title - pages whose title contains the words.
  • Page text - pages whose body contains the words, with a snippet and the matching text highlighted.

Narrow the results with the filters under the search box: All spaces, Any kind (Note, Success, Failure, Lesson Learned, Post-mortem, Reference), Any owner or Owned by me, Updated any time or within the last 7 days, 30 days or year, Any review status or Needs review, and Include archived. You only ever see pages you are allowed to read.

The search page with filters and the Title and Page text groups showing highlighted matches

When nothing matches, the page says so and offers Ask AI about "..." (with the AI assistant installed) and Create a page named "..." in <Space>, so a missing answer becomes a new page in one click. Wiki admins see these searches in Brain ‣ Reporting ‣ Searches with No Result.

A search with no result offering to ask the AI assistant or to create a page with the searched words as its title

Jump anywhere with Ctrl+K

Press Ctrl+K (Cmd+K on macOS) and start typing. Inside Brain the list shows the pages that match first, then Search the wiki for "..." and Create a page named "...". From any other screen of the system, type ? first to search pages.

The command palette listing a matching page, Search the wiki and Create a page

Other shortcuts: g then d opens today's daily note, g then t opens the timeline, the backslash key shows or hides the sidebar, Ctrl+Shift+B shows or hides the links panel, and the Shortcuts button lists them all.

The Keyboard shortcuts dialog listing Ctrl+K, g then d, g then t, the backslash key and Ctrl+Shift+B

Read a page

Under the title, one line of details tells you the Owner, Last verified (the date and the person, or "Not verified yet"), Edited (when and by whom) and, when an assistant wrote the page, the name of the assistant with a magic-wand icon. Linked to shows the documents the page is about - a customer, an invoice, an employee - and you click one to open it. A Publicly shared mark appears on a page that has a public link. Banners above the title tell you when the page needs review or is held as a draft (see the next chapters).

The panel on the right has five tabs, each with a one-line explanation at its top:

  • Comments - comments and suggestions on the page.
  • Activity - follow the page, send a message, log a note, schedule an activity, see who changed what, the attachments and the followers.
  • Links - the documents and pages this page points to, and the pages that point to it.
  • Properties - extra fields the Space admin defined for the pages of the Space.
  • Graph - a map of the pages and documents this page connects to. Filter it by Kinds, and move the date slider to see the map as it was on an earlier day.

The panel opens by itself only on a page that has an open activity or a message waiting for you; use the arrow at its top to open or close it, and Brain remembers your choice. On a phone it sits under the page and starts closed.

A page with the Needs review banner, the owner and verification line, the linked document and the Links tab of the side panel

Comment and suggest

A reader with the Commenter role or above can comment on a page. Select some text and click the speech-bubble button next to it (Ctrl+Alt+M), write the comment and click Send. The comment appears in the Comments tab, under Open; a person who may resolve it marks it done and it moves to Resolved.

A writer can switch the page from Editing to Suggesting. In Suggesting mode the text shows the change, but the page keeps its old text until an editor accepts it. Suggestions are listed under Suggestions in the Comments tab, each with Accept and Reject.

The Comments tab with an open comment and a suggestion to replace a block, with Accept and Reject

Talk about a page and follow it

In Activity, click Send message to write to the followers or Log note for an internal note. Type @ to mention a colleague. Click Follow to be told when the page changes; the pages you follow appear in Following on Home and in the sidebar.

Note

You can also follow a whole Space: open Brain ‣ Spaces, open the Space and click Follow in its chatter. You are then told about every page of the Space, including pages created later.

See earlier versions

Click History. The list shows each revision with its date and author; Content shows the text of the selected revision and Comparison shows what that revision changed compared with the one before. Restore this version puts the old text back as a new revision, so nothing is lost and the restore can itself be undone.

The History dialog comparing the last revision with the one before it

Come from a business record and go back

Open a record that has the Brain buttons - for example a contact. Brain Pages shows how many pages mention the record; click it to list them and open one. Brain Note opens a new note already linked to the record. The breadcrumb at the top keeps the way back: for example YourCompany / Brain Pages mentioning YourCompany / Expense claims.

The More menu of a contact form showing the Brain Pages count and the Brain Note button A wiki page opened from a contact, with the breadcrumb back to the contact and the contact shown in the Linked to line

Daily notes

A daily note is a page of your own for today. Press g then d. If nobody has chosen the Space that keeps daily notes yet, the sidebar shows a Daily notes row; click it to pick the Space. A Space keeps daily notes when Enable Daily Notes is ticked on its form; a note is created for each member every day, and old notes are archived after a retention period.

Note

A daily note is private. The rule is global: no Space admin and no wiki admin can read someone else's daily note, and there is no override.

Writer: create and maintain pages

Create a page

  1. Click New (or New page in the sidebar).
  2. In Space, pick the Space. The list shows the Spaces where you may write.
  3. Type the Page title.
  4. Choose how to start: Blank page, one of the Templates (Meeting Notes, Decision Record, Daily Note, Contract Draft, OKR, Legal Document, Policy, Standard Operating Procedure, How-to guide, Weekly team update, Incident report, Retrospective, R & D document), Import Markdown (see below), or Write with AI when the AI add-on is installed.
The New page dialog with the Space picker, title, Blank page, Import Markdown, Write with AI and the templates

In a Space where all changes need review, a new page is a draft: readers do not see it until it is approved. To start a page from a Markdown file, click Import Markdown and choose the file. The page is titled by the first heading of the text, else by the file name.

Write

Type in the page. The editor saves as you type and shows Saved with the time. Three things do most of the work:

  • / opens the block menu: Basic blocks (text, headings, bulleted and numbered lists, checklist, signature), Structure (table, separator, quote, code, columns), Banners, Format, Media, Widgets, and the Brain blocks below.
  • [[ links to something. One list offers the Pages of the Space (with a Create row that makes the page and links it in one step) and the Documents you may open: pick a document type, then the record. If you may read a document, you may link it.
  • @@ mentions a colleague.
The block menu that opens when typing a slash, starting with the basic blocks

A linked document shows its current name: rename a customer and every page that mentions them reads correctly the next time it is opened. A document you may not open still shows its name, marked as not accessible, instead of becoming a dead link. The Link a document button under the title links the whole page to a document.

The Brain blocks of the / menu are Link to a page, Mention a document, Web link, Embed a document (one document as a card), Embed a list of documents, Embed a page (another page inside this one), Page break (a new page when printed) and Insert a table of pages. A snapshot embed shows what it captured when someone who may edit the page took or refreshed it; a live page embed shows each reader only what that reader may read.

Page actions

The gear button next to the title opens the page actions:

  • Rename, New sub-page and Move (under another page of the same Space; you can also drag a page onto another page in the sidebar).
  • Duplicate copies the page.
  • Request review asks the owner to check the page; add a note saying what to check.
  • Archive keeps the page readable but out of lists and search.
  • Delete moves the page and its sub-pages to Trash after a confirmation. A message offers Undo.
  • Print downloads a PDF with the title, Space, owner, last edit, last verification and the text as readers see it. Print layout shows the preview first.
  • Export as Markdown downloads the text as a file named after the page, with headings, lists, checklists, quotes, code, tables and links.
  • Search pages and commands, Timeline and Keyboard shortcuts open the tools described above.
  • Open in backend opens the page as a standard form.
The page actions menu with Rename, Move, Duplicate, Request review, Archive, Delete, Print and Export as Markdown

Changes that need approval

Some Spaces ask for review: the Space admin set Changes needing review to All changes. There, when you are not the page owner or a Space admin, your edits are held as a draft:

  1. Edit the page as usual. A banner says Your draft and reminds you that readers still see the published page.
  2. Click Submit for approval. The banner names who has to approve.
  3. The approver either approves, and your text is published, or sends the draft back with a note. The note appears in your banner as "Sent back by ...". Change the page and submit again.
A page with the Your draft banner saying the changes wait for the approval of the page owner

A draft page cannot be shared until it is approved, and a page that only exists as a draft can be deleted but not archived.

Share a page

Click Share. The dialog has three parts.

  • Copy link - the address of the page inside the wiki. It opens for colleagues who are signed in.
  • Send to people - type a name, pick the person and click Send. Colleagues are notified with the link. A contact outside the company receives a signed link to a page that shows this page only. People who cannot read the page yet are listed with Add as viewer and Add as editor for a Space admin and Request access for an editor. Cancel the links sent outside the space stops every signed link already sent; it asks you to confirm and cannot be undone.
  • Public link - switch it on to let anyone read the page without signing in. Under Embedded content, choose whether visitors see embedded records live or as they were at sharing. Optionally tick Password protected and Expire at, then choose what visitors may do with comments: Disable comments, Allow comments, shown after you approve them or Allow comments, shown at once. Click Save settings. To end the link, click Revoke link... and then Confirm revoke.
The Share dialog with Copy link, Send to people and the Public link options switched on Typing a name in Send to people lists the matching people

Warning

Two ordinary edits end every public link of a page for good: marking the page as Restricted, and turning it into a daily note. The links already sent outside stop working too. Issue a new link if the page may be shared again.

Trash

Deleted pages are not gone. Trash, at the foot of the sidebar (and Brain ‣ Pages ‣ Trash for people with the Editor access right), lists the deleted pages of the Spaces where you are an editor or Space admin, with who deleted them, when, and how many days are left. Click Restore on a row, or select rows and click Restore selected: the pages come back with their sub-pages, under their former parent when it still exists. After the retention period set in Settings the pages are removed for good.

The Trash list with a selected page and the Restore selected button Trash on a phone as cards with a Restore button

Page owner: keep a page current

Verify a page

When the review date of a page passes - the Space's Re-check pages every (months) after the last verification, or after the creation of a page nobody verified - the owner gets a Review page activity ("Check that this page is still correct, then mark it as verified.") and the page shows a Needs review banner to its owner, to Space admins and to wiki admins. The banner states the reasons on one line and offers a Mark as verified button and a More menu:

  • Mark as verified - stamps today's date and your name as the last verification, closes the activity and removes the banner.
  • More ‣ Archive - keeps the page readable but out of lists and search.
  • When the AI add-on is installed, a page an assistant changed also shows Changed by <assistant> ... with see the changes, and More offers Undo AI changes and Ask AI to check.
The Needs review banner with Mark as verified and the More menu open

A page that needs review is never hidden or locked: readers can still read and edit it. Anyone who may edit the page can also choose Request review in the page actions: the owner sees "Review requested by <person>" with the note. The Owner and the Review Due day can be changed on the page's backend form (Open in backend).

Approve a draft

In a Space where all changes need review, the owner of the page (and every Space admin) can approve. Home shows Approvals and Brain ‣ Pages ‣ Drafts lists the drafts waiting for you.

  1. Open the page. A banner says "<author> proposes changes to this page." Click See changes, or open Brain ‣ Pages ‣ Drafts and the draft.
  2. In the draft form, Draft shows the proposed text, Changes shows what differs and Published shows the current text.
  3. Click Approve to publish the text and verify the page, or Send back and write why. A note is required.
A page with the banner Marc Demo proposes changes to this page, with See changes, Approve and Send back The approval form of a draft with the Draft, Changes and Published tabs, the Approve and Send back buttons and the status Waiting for approval

The author of a new page cannot approve it themselves: someone else has to.

Space admin: run a Space

Space settings

Open the Space and click the gear button of its header.

The Space settings dialog with the review rule, access, Start here pages and the list of members and roles

The dialog groups the settings under five headings, each field with a short line of help under it:

  • General - Name and Description; translatable, each person sees them in their own language.
  • Who can read - User types with access and Role of everyone in those groups give a whole user type (for example Internal User) a default role, so a department reads its Space without a member list to maintain.
  • Review - Changes needing review: No review (nothing waits), AI changes (a page an assistant changed stays published and its owner is asked to verify it) or All changes (the text a writer edits and every new page wait as a draft until the owner or a Space admin approves them; renames, moves, Trash and properties never wait). Re-check pages every (months) is the review interval; 0 means pages are never checked by date.
  • Start here pages - the pages pinned under Start here on Home.
  • Members - add a person with Add a line and choose Viewer, Commenter, Editor or Space admin. A role given here replaces the one everybody else has.

Click Save & Close. The change applies at once.

More on the Space form

Brain ‣ Spaces lists the Spaces with your role and the Space admins; open one for the full form. Besides the fields above it holds Allowed User Types, Default Role, Portal Comments and Embedded Content (the sharing options of the Space), Enable Daily Notes, Show on Home (whether the Space appears as a card on Home) and the tabs Members, Share Links and Pages.

Restore and delete from Trash

In Trash a Space admin can restore a page, and can also click Delete permanently. After a confirmation - "This removes the page and its sub-pages for good." - the page cannot be recovered.

Wiki admin: look after the whole wiki

A wiki admin has the Brain / Brain Admin access right. The extra menus are:

  • Brain ‣ Reporting ‣ Pages Analysis - pages by Space and review state (Needs review, Changed by an assistant, Up to date) as a pivot, a graph and a list. Click the headers to group by another measure.
  • Brain ‣ Pages ‣ Needs review - the pages that need review, grouped by owner.
  • Brain ‣ Reporting ‣ Searches with No Result - what people looked for and did not find, from the last 30 days, one line per person, query and day. The log itself is kept for 90 days. Create page on a row opens a page titled with the search.
  • Brain ‣ Configuration ‣ Templates - create and change the templates writers pick in the New page dialog. Only wiki admins can; editors can read them.
  • Brain ‣ Configuration ‣ Share Links and Brain ‣ Configuration ‣ Comments - the public links of pages, and the visitor comments waiting for moderation. Approve or reject them there, or from the Comments to moderate pill on Home.
  • Brain ‣ Configuration ‣ Tags - tags that label pages so that they are easy to find; the Tags section of the sidebar lists them.
  • Brain ‣ Configuration ‣ Properties - extra fields, such as Status or Due date, that the pages of a Space can fill in; they appear in the Properties tab of a page.
  • Brain ‣ Configuration ‣ Database Views - the ways to look at the pages of a database page: as a list, a board, a calendar and so on. Views are added from a database page.
The Pages Analysis pivot with the number of pages per Space and review state The Needs review list grouped by owner The Searches with No Result report with the searched words and their count

Spaces, templates and tags are archived and restored the same way. Open the record (Spaces for a Space, Brain ‣ Configuration ‣ Templates, Brain ‣ Configuration ‣ Tags) and use Action ‣ Archive. An archived record shows the ARCHIVED ribbon and is no longer offered where people pick a Space, a template or a tag. Open the filter menu of the search box and pick Archived to list archived records, and use Action ‣ Unarchive to restore one.

An archived template with the ARCHIVED ribbon

Every user can open Brain ‣ Reporting ‣ Pages Analysis, and Brain ‣ Pages ‣ Pages lists every page the person may read with filters named in business words, such as Needs review, Owned by Me and Not Edited for 90 Days.

Things to know before you roll this out

Reading a page shows the names of the records it mentions

Anyone who can read a page sees the names of the records the page mentions, whether or not they may open those records. That is what makes a page readable instead of a wall of "no access" labels, and clicking through still enforces the real permission. But if a page mentions an acquisition target or a disciplinary case, its name is visible to every reader of that page. Decide who may read a Space with that in mind, and use Restricted on the individual pages that must stay narrower.

Mentioned names are always current

A page stores which record it mentions, not a copy of its name. The name is resolved each time the page is shown, including on a public link, so renaming a record updates every page that mentions it with nothing to re-save.

Troubleshooting

I changed a page but readers still see the old text.
The Space asks for review of all changes. Your edit is a draft: the banner Your draft says so. Click Submit for approval.
Share or Archive says the page is a draft.
A draft page cannot be shared until its owner approves it, and it cannot be archived: submit it for approval or delete it.
I cannot approve my own new page.
The author of a new page cannot approve it. Ask the page owner or another Space admin.
Send back asks for a reason.
Write why the changes are sent back; the author reads it in the draft banner.
A Space is missing on Home.
You see the Spaces where you are a member or where a user type you belong to has access. A Space admin can check Show on Home on the Space form.
Trash is empty, but I deleted a page.
Trash lists the pages of the Spaces where you are an editor or Space admin. Pages older than the retention period are removed for good.
A search finds nothing, but the page exists.
Tick Include archived if the page was archived, and check that you may read its Space.
A "Page conflict" dialog appears.
The page was changed by another user while you were editing, and your changes are not saved yet. Reload discards your changes and loads the saved version; Keep Local (force overwrite) replaces the saved version with yours. Copy your text first if you are unsure; History lists the earlier versions.

FAQ

Who gets a review reminder?
The owner of each page that needs review gets one Review page activity. A page of a personal Space, a daily note or a page restricted to one person is never asked for review.
What is the difference between a Space admin and a Brain Admin?
A Space admin has a role inside one Space. A Brain Admin has full control of every Space and the wiki-wide reports.
Does restoring an old version lose the current text?
No. Restoring adds a new revision, so the current text stays in the history.
Can an administrator read my daily note?
No. Daily notes are private to their owner, without exception.
How long does Trash keep a page?
As many days as Keep deleted pages for (days) says in Brain ‣ Configuration ‣ Settings. The notice at the top of Trash names the company and the number of days.

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