Ocasta

Megan Cragg

Ben Collier

Hayley Biggs

Getting started with Engage, how to add your content and manage the platform.

Ocasta Engage

Categorise your articles with our colourful tiles, creating them is simple when you know how.

Create article categories 7 simple steps

Creating an article in Engage is incredibly simple, follow our steps to upload your first article in under 5 minutes.

Create an article in under 5 minutes

Add all your new users with ease, follow our step by step guide which tells you exactly what you need to do.

How to quickly add a user to Engage

This article will help you set up roles for different people within your organisation e.g managerial, team assistant, cleaner etc.

How to set roles on Engage

Before you add your users you will need to set up location types. This is great for helping you filter content and making it more targeted.

Adding location types for your users

When you set a new user up they will be sent an automatic email with details on how to login. Discover how to customise them here.

Customising your welcome emails

How do I view my profile?

Getting Started

Use these for policies, procedures, how-to guides, new starter guides, tech-issues, products, instructions, help articles, tips, and FAQ’s.

Articles

Article Categories

Give you content a custom short summary to make it even clearer what's inside.

Customise article previews

Get your important content read and understood.

Article & policy acknowledgements

Need to break down a longer article? Try a how-to!

Creating how-to guides

Extend your existing knowledgebase to train your workforce

Microlearning Courses

Test mode for courses for quick knowledge checks of your workforce

Test Mode

Course Certificates

Why don't my questions show up on an article?

If you'd like to hide or delete a dash tile, follow these steps.

Deleting a Dash tile

Articles & Learning

How to send out internal comms and announcements with Engage!

Publishing News for your workforce

Banners

Zen News

Alerts (Push Notifications)

News & Comms

Course and lesson analytics to check how your employees are performing

Learning Performance

News, Articles and Alerts Reporting

Kudos Reporting

Acknowledgement Reporting

Reporting & Analytics

How to add video to articles and news on Engage.

Supported Video

You can add optional preview images to news, articles and courses to make them more engaging and informative for your staff.

Adding preview images to news, articles and courses

Media Gallery

Videos and Media

Everything you need to know about how comments and reactions work

Comments and Reactions

Kudos

Custom Kudos Graphics

Kudos Bulk Send

Comments & Recognition

If you need to change the name, icon or colour of a dash tile

Renaming or editing a Dash tile

Customising your Engage Home page

If you're getting reports of your alerts or not appearing for certain users, follow these steps.

Staff aren't receiving alerts or push notifications

How to quickly launch your existing apps from Engage

Integrate and launch external apps

These are the coloured tiles that will appear on your dash linking to your content.