Product tour

Knowledge library: understand the navigation

Find approved decisions, rules, skills and related team context in DM’s Knowledge library.

1 min 58 sFor: New workspace member7 steps

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Quick steps

  1. Start on DM HomeStart from your DM Home. The navigation on the left is how you reach everything else in your workspace. Knowledge is where your team's approved decisions, rules, skills and related context become findable. You can also reach it from the Browse Knowledge shortcut on Home.
    1. Start on DM Home (/).
    2. Review "Knowledge".

    What it means: Start from your DM Home. The navigation on the left is how you reach everything else in your workspace. Knowledge is where your team's approved decisions, rules, skills and related context become findable. You can also reach it from the Browse Knowledge shortcut on Home.

  2. Click KnowledgeSelect Knowledge in the main navigation. It opens with every approved item together.
    1. Click "Knowledge". The next view is "Knowledge" (/knowledge).
    2. You should now see "Knowledge library": "KNOWLEDGE All Decisions Rules Policies Skills ORGANIZE Projects Threads Environments".

    What it means: Select Knowledge in the main navigation. It opens with every approved item together.

  3. Review browse by typeThis is the combined view. Everything your team has approved appears here in one list. Use the navigation on the left to narrow it to Decisions, Rules, Policies or Skills, according to your permissions. Each type has its own list when you only need one kind.
    1. Review "Browse by type": "KNOWLEDGE".

    What it means: This is the combined view. Everything your team has approved appears here in one list. Use the navigation on the left to narrow it to Decisions, Rules, Policies or Skills, according to your permissions. Each type has its own list when you only need one kind.

  4. Review searchTo find something, search by keyword. You can also group the list, for example by type or by project. The filters at the top narrow it by type, project, thread or repository, to focus on what matters.
    1. Review "Search".

    What it means: To find something, search by keyword. You can also group the list, for example by type or by project. The filters at the top narrow it by type, project, thread or repository, to focus on what matters.

  5. Click Decision All tenant-owned tables use Postgres row-level security keyed on workspSelect an item to read it in the preview. You see its statement, the reason behind it and its metadata, so you can tell whether it is the one you need. Rules and skills show their own content in the same way. Open the full detail only when you need it.
    1. Click "Decision All tenant-owned tables use Postgres row-level security keyed on worksp". The next view is "Knowledge" (/knowledge).
    2. You should now see "Preview": "Isolate tenant data with row-level security".

    What it means: Select an item to read it in the preview. You see its statement, the reason behind it and its metadata, so you can tell whether it is the one you need. Rules and skills show their own content in the same way. Open the full detail only when you need it.

  6. Review projectsProjects and Threads organize this context by the work it belongs to. Environments group context by where it applies. Other entries, such as Memory or Repositories, appear only when your workspace has that capability.
    1. Review "Projects".
    2. Review "Threads".

    What it means: Projects and Threads organize this context by the work it belongs to. Environments group context by where it applies. Other entries, such as Memory or Repositories, appear only when your workspace has that capability.

  7. Review pending items wait hereEverything in this library has been approved by a person. Suggestions that are still waiting for a decision are not part of it. They stay in Review until someone approves them. Memory, where your workspace has it, is supporting context. It is not part of this approved library. Next, explore Decisions, or learn how to search.
    1. Review "Pending items wait here": "Review".

    What it means: Everything in this library has been approved by a person. Suggestions that are still waiting for a decision are not part of it. They stay in Review until someone approves them. Memory, where your workspace has it, is supporting context. It is not part of this approved library. Next, explore Decisions, or learn how to search.

The decisions, rules, skills, policies, projects and threads shown are invented for this tour. Some navigation entries, such as Memory or Repositories, appear only when a workspace has that capability, and none is demonstrated here.

Graph views and repository intelligence are not part of this tour. Opening an item's full detail page is mentioned but not shown.

Next lesson

Next: Add your first evidence to DM

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Find the right kind of trusted context
This guide tours the real DM Knowledge library with a synthetic workspace and simulated backend responses. The entries and capabilities in your own workspace depend on your role and what your workspace has enabled.

Disclosure (kept in this transcript and the video description, not drawn on the frames): Demo environment · synthetic workspace and data · backend responses are simulated.

00:00–00:19 · home

On screen: Start on DM Home (/). A highlight marks "Knowledge".

Narrator: Start from your DM Home.

Narrator: The navigation on the left is how you reach everything else in your workspace.

Narrator: Knowledge is where your team's approved decisions, rules, skills and related context become findable. You can also reach it from the Browse Knowledge shortcut on Home.

00:19–00:25 · open

On screen: Click "Knowledge". The next view is "Knowledge" (/knowledge). A highlight marks "Knowledge". Afterwards: A highlight labelled "Knowledge library" marks "KNOWLEDGE All Decisions Rules Policies Skills ORGANIZE Projects Threa…".

Narrator: Select Knowledge in the main navigation. It opens with every approved item together.

00:25–00:44 · browse

On screen: A highlight labelled "Browse by type" marks "KNOWLEDGE".

Narrator: This is the combined view. Everything your team has approved appears here in one list.

Narrator: Use the navigation on the left to narrow it to Decisions, Rules, Policies or Skills, according to your permissions. Each type has its own list when you only need one kind.

00:44–01:01 · find

On screen: A highlight marks "Search".

Narrator: To find something, search by keyword.

Narrator: You can also group the list, for example by type or by project.

Narrator: The filters at the top narrow it by type, project, thread or repository, to focus on what matters.

01:01–01:18 · inspect

On screen: Click "Decision All tenant-owned tables use Postgres row-level security keyed on worksp". The next view is "Knowledge" (/knowledge). A highlight labelled "Select an item" marks "Decision All tenant-owned tables use Postgres row-level security keye…". Afterwards: A highlight labelled "Preview" marks "Isolate tenant data with row-level security".

Narrator: Select an item to read it in the preview.

Narrator: You see its statement, the reason behind it and its metadata, so you can tell whether it is the one you need.

Narrator: Rules and skills show their own content in the same way. Open the full detail only when you need it.

01:18–01:35 · organize

On screen: A highlight marks "Projects". A highlight marks "Threads".

Narrator: Projects and Threads organize this context by the work it belongs to.

Narrator: Environments group context by where it applies. Other entries, such as Memory or Repositories, appear only when your workspace has that capability.

01:35–01:57 · trusted

On screen: A highlight labelled "Pending items wait here" marks "Review".

Narrator: Everything in this library has been approved by a person.

Narrator: Suggestions that are still waiting for a decision are not part of it. They stay in Review until someone approves them.

Narrator: Memory, where your workspace has it, is supporting context. It is not part of this approved library. Next, explore Decisions, or learn how to search.

Last verified against the product on .

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