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Knowledge articles, templates and quality reviews

Use knowledge articles and reply templates accurately, improve them as you use them, write articles others can find, and take part in quality reviews and calibration that lead to useful coaching. Draws on the Consortium for Service Innovation's KCS practices; scorecards and figures are fictional.

Level
Intermediate
Length
About 45 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Check that a knowledge article or template fits the customer's situation before using it, and personalize it
  • Flag or fix an article that is wrong, unclear or out of date when you use it
  • Write an article with the issue in the customer's words, the environment, the resolution and, where known, the cause
  • Score a contact against a quality scorecard and calculate the result
  • Explain why calibration and evidence-based feedback matter in quality reviews

Course outline

  1. 1.Knowledge articles, templates and quality reviewsVideo · 2 min
  2. 2.Using articles and templates wellLesson · 15 min
  3. 3.Writing an article others can findLesson · 12 min
  4. 4.Quality reviews, scorecards and calibrationLesson · 18 min
  5. 5.Knowledge articles, templates and quality reviews: knowledge checkKnowledge check · 16 questions
  6. 6.Knowledge articles, templates and quality reviews: practical exerciseKnowledge check · 1 question
  7. 7.Final exam10 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.