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Building a SharePoint knowledge base

Governance works when your policies, procedures and registers live in one place your team uses every day. This walkthrough shows how to build that place in SharePoint, one area at a time.

Runs 12 minutes. Using Google Workspace instead of Microsoft 365? The same principles apply, and I also build knowledge bases on Google Sites.

Chapters

13
  1. Play from 0:00 Introduction: Why you need a knowledge base
  2. Play from 0:38 Common misconceptions about governance
  3. Play from 1:37 Why an online knowledge base beats PDFs and Word docs
  4. Play from 2:01 SharePoint structure: communication sites vs team sites
  5. Play from 3:20 Organising your navigation and categories
  6. Play from 4:14 Homepage layout and internal comms structure
  7. Play from 5:13 Gold standard procedure pages (video + written + links)
  8. Play from 5:59 Using Loom and AI to build procedures fast
  9. Play from 6:55 Why procedures must be live online pages
  10. Play from 7:33 Mobile access for frontline clinicians
  11. Play from 7:55 Setting up a flat policy library with metadata
  12. Play from 9:12 Microsoft Lists for incident registers and forms
  13. Play from 10:56 Wrap-up and key takeaways

What the walkthrough covers

The site

  • Why you need a centralised knowledge base
  • How to structure SharePoint sites, communication sites against team sites
  • Knowledge base navigation and page structure
  • How this works on mobile for clinicians in the field

What goes in it

  • What the gold standard procedure page looks like: video guides, written instructions and quick links
  • Policy libraries with metadata, your policy register and document library in one
  • Registers and forms using Microsoft Lists for incidents, complaints, feedback and risk

Why it matters now

Governance keeps people safe. It also decides whether your business is ready for a regulator now looking at unregistered providers.

More oversight

The NDIS Commission has named strengthened oversight of unregistered providers a current regulatory priority. Mandatory registration expanded in July 2026 to Supported Independent Living and digital platform providers, not to Allied Health.

Higher penalties

The NDIS Amendment (Integrity and Safeguarding) Act 2026 commenced in April 2026. A serious contravention now carries a maximum civil penalty of $16.5 million for a body corporate.

Aged Care obligations

The Aged Care Act 2024 commenced on 1 November 2025. It places strengthened obligations on associated providers, the Allied Health providers a registered provider engages to deliver its services.

Further reading

Three things to do this week

Governance is built one area at a time. Trying to do all of it at once is how it ends up as a folder of policies nobody reads.

  1. Audit what you have and where it lives

    How many locations are your policies, procedures, forms and registers spread across? How many are current?

  2. Pick one area and build it properly in one place

    Safety and quality is usually the best starting point, because it has the most regulatory exposure. Get your incident management procedure, form, register and policy into one place, then replicate that pattern across everything else.

  3. Separate your policies from your procedures

    Policies set expectations and procedures explain how the work is done here. Combined, they make documents too long for anyone to use.

Want help getting this in place?

Book a discovery call if you want governance your team uses in practice. I work with Allied Health providers across Australia on governance frameworks, knowledge base builds and operational systems.