At the completion of a matter, capture information about what your team could do better, how the business can be better informed or trained and ensure that you embrace continuous improvement through data.

When you complete a matter, you are asked to select a 'lesson learned' from a drop down list. The list of options are set as defaults when you create your Xakia platform, but these can be tailored to suit your needs.

Accessing Lessons

• Select 'Admin' from the top navigation menu
• Select the relevant Location (only relevant if you have access to more than one Location)
• Select 'General Settings' from the left hand side menu
• Select the 'Lessons' tab

Managing Lessons

• To add new Lessons, click on the 'Add New' button, add a description and click 'Save'
• Click the 'Edit' link next to a Lesson to update text and click 'Save' once done
• To deactivate existing Lessons, simply click the 'Deactivate' link

The active lessons will now appear as options when you complete a matter.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.