# Collect knowledge you can stand behind

A small source pack with clear ownership is easier to review and update. Collect material for the decisions in your chosen task.

Updated October 27, 2026

## Collecting training sources, in short

Collecting training sources means choosing, for each decision a learner has to make, one document or recording with a named owner, a confirmed version and a stated audience. The lesson suits owners and trainers facing a shared drive full of files who need a small pack they can defend. Elvina drafts only from sources you approve, and you can upload files and recordings or connect Google Drive and Notion in your workspace with our team, both available now. Where two sources disagree, the process owner settles the rule before anything is drafted.

## What happens on the free demo

- Book 30 minutes. Pick a time with Elvina's team. The demo is free and runs on Zoom.
- Show the team your goal. Bring one role or one procedure. The team shows how Elvina would handle it, using sample materials.
- Agree on the next step. You leave with a plan for the first step and its price. Nothing reaches your team until you approve it.

## Map sources to decisions

For the delivery-query example, a learner needs to check status, apply a service rule, and recognize exceptions. Identify one suitable source for each decision. An archive of every company document creates more review work without necessarily providing a better answer to this task.

## Record ownership and version

Write the title, location, owner, applicable version, and intended audience beside each source. Ask the owner to confirm that it may be used for this purpose and remains current. A recent filename or polished presentation is not evidence of approval.

## Practice resolving disagreement

Imagine that a handbook allows three days for escalation while a slide deck says five. Record both references and ask the responsible owner which rule applies. Until that is resolved, the learning should expose the question rather than silently choose one instruction.

## Build a three-row source pack

Using fictional documents, create three entries containing a supported decision, source owner, version, and remaining question. Check whether each entry serves the outcome from lesson one. This planning exercise requires no connection or upload; a real pilot needs separately verified access and data arrangements.

## Who this is not for, and when another tool fits

### This is not the right fit if

- You want every company document loaded at once, with no owner for each.
- Nobody can confirm which version of a procedure is current.
- You need someone to migrate or clean up your whole file archive.

### Another kind of tool may fit better

- A document management system, when the job is storing and versioning every company file.
- The person who owns the process, when the real question is which rule applies.

## Questions

**Q:** How many sources should a first pilot use?

As few as the task needs, usually one source for each decision the learner makes. A small pack is quicker for its owners to confirm and easier to keep current. Extra files mostly add reading for the reviewer without improving the lesson.

**Q:** Can a recording count as a source?

Yes, if the person who owns the process confirms it is current and may be used for training. A recorded walk-through is often the most useful source for a task nobody wrote down. Uploading recordings, files and links to Company Knowledge is available now.

**Q:** Who should approve a source?

The person responsible for the process it describes, not whoever saved the newest file. Ask that owner to confirm the version, the audience and that the source may be used for training, then write their name and the version next to it.

## Two things you can check on this site

- See a sample on the demo. [Book a demo with my team](https://calendly.com/o-dutchak-smartexpert/30min?utm_source=elvina-site&utm_medium=proof)
- Every lesson, plan and quiz stays a draft until you approve it. [Check the approval step in the chat](/academy/collect-sources#talk-to-elvina)

Checked October 27, 2026.