Smart Assist by IT Glue Copilot helps streamline your documentation by identifying stale and redundant files. This new feature allows you to analyze document usage, delete or archive unused files, and copy frequently used documents across organizations, ultimately improving workspace efficiency. This “It Glue Delete Gauge” provides a clear picture of your documentation health.
Using Smart Assist to Delete Stale Documents in IT Glue
Smart Assist offers a comprehensive overview of your IT Glue documentation, allowing you to quickly identify and manage outdated or unused files. Here’s how it works:
Accessing Smart Assist and Viewing Documents
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Locate and click the Smart Assist by IT Glue Copilot icon in the main navigation bar.
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Choose the desired organization to analyze or select All Organizations for a global view. This selection determines which documents are displayed for review.
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Smart Assist presents two key sections:
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Documentation Health: This section categorizes documents as Stale (not viewed for a significant period), Not Viewed (new and unviewed), or Expired. You can filter and sort this data by Name, Updated By, Last Viewed, and Related Items. This is a core component of the “IT Glue delete gauge,” allowing you to identify documents needing attention.
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Most Used Documents: This section lists the most frequently accessed documents, allowing for efficient duplication across organizations. This helps ensure vital information is readily available.
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Documentation Health Summary Widget
A new Documentation Health Summary widget on the organization dashboard provides a quick snapshot of your documentation’s overall health. It displays totals for stale, not viewed, and expired documents. Click View More to access the detailed view in Smart Assist.
Managing Documents: Archiving and Deleting
Within the Documentation Health section, you can delete or archive individual documents using the corresponding icons. Bulk actions are also available for managing multiple documents simultaneously. Remember, bulk selection applies only to the currently displayed page.
To perform bulk actions:
- Select the desired documents.
- Use the dropdown menu to choose Delete or Archive.
- Confirm the action. IT Glue will then process the request.
Copying Most Used Documents
The Most Used Documents section facilitates copying frequently accessed documents to other organizations:
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Select the documents to copy.
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Choose the Copy option from the dropdown menu.
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Select the target organization(s) and confirm. A confirmation message will appear indicating the copy process is underway.
Conclusion
Smart Assist by IT Glue Copilot empowers users to efficiently manage their documentation, providing an effective “IT Glue delete gauge” to maintain a clean and organized workspace. By leveraging its features, organizations can ensure their documentation remains relevant, up-to-date, and easily accessible. This leads to improved productivity and streamlined workflows.
