How to use Situation Expert

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User Registration and Login

How to register into an account?

Select Register/Login button from the Situation Expert home page. Fill in the form and enter the information needed (new or existing email), then submit the form.

How do I confirm my registration?

Confirm registration from the confirmation email sent to your registered email address. Upon clicking the "Confirm" link, you will be redirected to Situation Expert home page. Don't forget to check your Spam folder, too!

How can I recover my password?

Click the "Forgot your password" link in the Register/Login page. Type in your registered email address then click the "Send me the instructions" button. A password reset link will be sent to your email.


Where do I start?

Situation Expert is your tool to fix, solve and improve work issues and challenges. Situation Expert is about learning and building expertise by taking small actions. You start by creating or viewing a Sitch (a situation). You can reply or submit some details of the situation and then provide your Instant Thinking. To deepen your knowledge and skill, you go Dig Deeper. When you repeat this process, you develop both intuitive thinking skills and deliberate reflection skills. Both skills help you build confidence and increase your expertise on specific situations and narrow areas.

How can I benefit from Sitch?

You can post a Sitch and get help from others on issues you need answers, solutions or insights. You can invite others to assist you in your Sitch. You can also review and publish your progress through the Path to Expertise (Path 2x) tool.

What are the benefits to team members?

When someone creates or replies to Sitches, your team develops a pool of valuable answers and insights on the most common issues your team encounters at work. You learn and build expertise by exchanging experiences with your team members.

What are the benefits to your company?

Your company will have a way of helping everyone learn, contribute and build their expertise. Situation Expert helps your company save costs, increase speed of solutions and improve the company results.

What are benefits to leaders, learning professionals or knowledge experts?

With your leadership, you help your team members and the company accelerate expertise and skill building. Situation Expert is a way to help teams share actions and knowledge to fix, solve and improve issues and problems that are pressing to your company. Situation Expert is a solution to problems of talent loss through attrition or turnover, retaining company wisdom and best practices and improving results and performance by immediate sharing of issues, problems, opportunities and solutions.


What is a Sitch?

A Sitch can be a challenge that the company/organization is facing or an issue that needs other's help in solving. Sitches are situations, jams, issues, errors, gaps, troubles, stoppages, employee challenges and many others to fix and solve. They are also opportunities to improve, grow, expand, and introduce better, faster and cheaper ways to get the desired results.

How do I start to use the Sitch?

Once you have created a Sitch, you and your team members may now do Dig Deeper and analyze the causes using a variety of tools. You can also provide solutions or search ideas from other members’ experiences by using 20 different tools. Finally, you can post successes and impacts.

What is the value of Sitch?

We want to make it easy for you or your workers to learn on the job, and so with Sitches you can view other people’s work situations that they need solutions for, or you can create your own. We all face issues or errors daily in our work life. Sometimes we don’t have time to head back to the classroom - we need to become experts quickly. Using Sitches will allow you and your team members to access expertise knowledge instantly.

How do I create a Sitch?

You can quickly create your own Sitches by clicking ‘Create Sitch’ in the main menu. Now you can add a title, information about the Sitch, and other challenges or goals. Don’t forget to add a Path2X tag to your Sitch - this will allow you to quickly search and reference Sitches in the future. You may also add video links and images to your Sitch. When you’re all set, alert others to view your Sitch.

How to publish a Sitch?

Once you have saved the Sitch title, Description and Challenge, you may now opt to Publish the Sitch and alert other members regarding your Sitch. Click Publish button on the displayed Menu.

What are examples of Sitch?

Create Sitches based on the issues that you or your company face daily and get feedback from the community. What issues does your team face? What issues are you trying to overcome? From day to day operations to critical errors. Sitches help your team learn quickly and apply immediately.

How to add, edit, or delete video and image in Sitch?

You may add,change or delete a video by editing the Sitch. Go to 'My Sitches' from the Menu and select the 'Sitch' you want to edit. Click the pencil icon beside the Sitch title. From the 'More Options' you will find 'Resources' where you can add, change or remove the video.

How to unpublish a Sitch?

Click 'More' on the upper right part of the Sitch page then select 'Unpublish' to revert the Sitch into draft.

How to delete a Sitch?

Click 'More' on the upper right part of the Sitch page then select 'Delete'. Deleting the Sitch will completely lose the data and this action can't be undone.

How do I view and comment on other's Sitches?​

You may choose to view Sitches showing all published Sitches or only the Sitches you have created. Select 'All Sitches or 'My Sitches' from the Main Menu. Furthermore, you may also filter the list of 'My Sitches' to show only drafts or only the published Sitches. All members may create a record in Instant Thinking and Dig Deeper of other member's Sitches.

How to create a copy of a specific Sitch?

From the main menu, select 'All Sitches' then click the specific Sitch that you would like to copy. Click 'More' on the Sitch page then click 'Create a Copy'. In the form displayed, select the contents to be copied then click 'Create a Copy'.

How to change the author of the Sitch?

Click 'More' on the upper right part of the Sitch page then select 'Change Author'. Search the new author's email from the displayed search box then click 'Assign as Author'.

What is Activity Alert?

Activity Alerts are sent to members' email to notify them about the recent activities, comments, and entries in the Sitch. Click the 'More' in Sitch Page and select Activity Alert Settings to manage how you want to receive the Activity Alerts.

How do I get others to help me fix, solve and improve on work issues and build my expertise?

One key benefit of Situation Expert is that you can immediately ask for help to fix, solve and improve problems at work. After creating a Sitch, you can send an Alert to your contacts and team members. You can also send a notice to your social network friends (if this is enabled by your administrator). You complete the form and enter your contacts' email addresses and names. Your contacts will instantly be alerted of your Sitch. Reaching out to others is the key in taking baby steps to improve your expertise.

How do I help others and contribute to their expertise development?

Be active and engage in conversations with your teams. When team members seek out your help, respond to them. For continuous improvements of your expertise, actively search Situation Expert for your interest topic areas.

Instant Thinking

How can I use Instant Thinking?​

Click the Instant Thinking link in the Sitch page to add your Instant Thinking - simple, short and to the point ideas to fix, change or improve the Sitch.

How do I create an Instant Thinking?

After you have created a Sitch, the "Next: Your Instant Thinking" button will appear on the page. Click on the button and the Instant thinking page will be displayed. Start recording your initial thoughts.

Dig Deeper - Analysis

What is Dig Deeper?​

When you want to deliberately reflect, review and confirm your Instant Thinking, go to Dig Deeper. Select a tool in Analysis, Solutions, Sense Making, Results and Feedback. These processes enable critical thinking, assessments, visualization, seeking patterns, learning from others, sharing work and collaboration. There are 20 available tools.

How do I create entries for Dig Deeper?

Start to fix Sitches by using the different Actions in Dig Deeper. Select from the Dig Deeper icons in the Sitch page and record your ideas.

What are Fishbones?

Fishbones are used for finding the causes for the Sitch. This helps clarify what to focus on when you fix, change or improve the Sitch. It focuses your attention on the right things.

What is the 80/20 Rule?

80/20 Rule is about asking the question "Which aspect of the problem or solution causes the greatest consequences or results?" Usually 20% of the problem or solution causes 80% of the consequence or results. This helps you focus on the right things.

What are Sketches?

Sketch your ideas and items to help you visualize your understanding of the issues in the Sitch. You may want to sketch patterns, similarities or dissimilarities. Your sketch can be very basic, which is alright, or very advanced.

What is Group Think?

This is an open discussion about the Sitch. Please post your observations, ask questions, reply and help others. You can also add files, links, photos and videos. Use the other actions in Analysis, Solutions and Impacts for more specific actions.


Dig Deeper - Solutions

How do I add Checklists?

The Checklists are steps, processes, procedures or lists of ideas to help fix, change or find a solution for the incident, situation, event, challenge, etc. This helps provide a quick guide to review main points.

How do I add Frames?

Frames present different views of the Sitch. This helps you gain a 360-degree perspective. It also provides insights to possible biases. Your actions' success or failure are influenced by other people's feelings, culture, values, sentiments, and emotional attachments. Frames help you look at other people’s sentiments and emotional attachments and allow you to understand them better and refine your approaches and solutions.

How do I do Pros and Cons?

One way to assess solutions and make go or no-go decisions is to list the pros, the reasons that favors the decisions, and the cons, the reasons that do not support the solution. This approach helps you to weigh things.

How can I add downloads, videos, and links?

Share files, videos and links that may help in the solution of the Sitch. This adds valuable resources.

How can I do my What If?

This is a mini-scenario. By presenting a solution that shows the different scenarios, you improve your understanding of the options in solving the Sitch.

How can I do Workarounds?

When you face challenges, sometimes you have no control over moving some obstacles. So what do you do? You develop workarounds. You workaround the obstacles and achieve your goals.

Dig Deeper - Results

How do I do Impacts?

Share a small positive impact based on what have been observed as a result of fixing or finding a solution to the Sitch or challenge. The impact does not need to be accurate or big. It is an estimation. It is a very small positive impact in work and in oneself. This helps to see real-life impacts of the actions and learning.

How do I do Stories?

Sharing a story is a way of sharing experiences. Answer the questions to complete the Story Arch.

Dig Deeper - Sense Making

What is Sense Making?

Sense making helps you see the big picture and identify patterns, trends, highlights of your learning. Combine all you’ve learned from the Sitch with Sense Making. This is a synthesis of the key ideas you learned from the Sitch which others call also as the "takeaways."


Dig Deeper - Feedback

What is Feedback?

Feedback will help you show your team how valuable the Sitch was. You can share how the Sitch helped you see the big picture, find answers, and learn more. Please share your feedback by rating the items on the scale.

Reports and Analytics

What is Sitch Cycle?

Sitch Cycle shows the percentage of members who have started and completed the different parts of the Sitch activities. The higher the percentage suggests that members are spending more reflection and thinking through time on the Sitches. The goal is to have higher reflections and thinking through activities.

What are Deep Smarts?

Deep Smarts is a way to celebrate those contributions that are well thought out and have completed the full cycle from Instant (Surface) Thinking, Analysis, Solutions, Sense Making, Results and Feedback (Dig Deeper). Click the Deep Smart icon at the top of a Sitch to see all the posts that have received a Deep Smarts Award. When viewing a post with a Deep Smarts Award, you can also comment and engage in the conversation. Continue to enhance the credibility of your ideas and improve your reputation with Deep Smarts.

What are Networks?

Networks show the level of trust relationship between members by following others and by being followed. The higher number for Following and Followers, the better members are able to receive assistance and assist others in dealing with work issues and/or in exchange experiences.

Review your activity Stats

You can track your activities by viewing "Stats." It is a visual way of keeping track of your progress.

My Path2X Map

This is another way to view your topics of interest in Situation Expert. Click the "My Path2X Map" link. Choose a topic by clicking on it and research results will appear.

Track your progress with Path2X (Path to Expertise)

In Situation Expert, your Sitches, comments and other activities are tracked. The purpose of Path2X is to show you the areas of your Path to Expertise - Path2X. You'll see your progress and a general idea of your interest areas. You'll also see the topics that you worked on and you can access directly the Sitches from the list. Path2X provides you total points. You can sort by Recent, Expertise type and Points. One huge value of your Path2X records is the display and announcement to your teams and company on how you are building your expertise. 


What are Guides?

Guides will help you start working with Situation Expert as quickly as possible.

Help pod

Access the Help pod which you will always find at the bottom left and it will guide your way around Situation Expert


Hints are the yellow colored boxes with helpful information that pop up on the screen to guide you on your Sitch.

Video Guide

Click the play icons beside titles or labels to view the video instructions.


Click the (i) icon beside titles or labels to view instructions.


Click the (?) icon in the Sitch page to view helpful directions.


How do I send message to group leaders?

Access the list of the leaders' names from the left side of the group page below the group image and send them messages by clicking the 'Send Message' links below their names. You may opt to send message to all leaders at once by selecting the 'Send Message to Leaders' link on the bottom left of the page.

How to send short chats?

Members can send messages to other members that they follow by clicking 'Members' in the main page then search for member's name. Select 'Short Chat' under member's name then fill in the required details and click 'Submit'.


How do I contact support?

Message support is available should you have more questions. From the main menu, select "Contact Us." The page will display a contact form for you to complete and our support team will reach out to you regarding your concerns.

More Things You Can Do

Learn from Most Stars Sitches and Comments

This is the list of the most popular and highly rated comments and Sitches. You may wish to follow these topics and members.

Series of Sitches

Series of Sitches is a list of Sitches that are assembled together to make their connections clear. You can see the connections of different Sitches.

What are Comments?

Comments are open discussions about the sitch. You can post your observations, questions, and replies to help others. You can also add files, links, photos and videos that are related to the Sitch. Click 'More' on the upper right part of the Sitch page then select 'Comments' to post a comment or view other members' comment posts.

How to view the Activities?

You can view the record of all your and other members' activities within the specific Sitch by clicking 'More' on the upper right part of the Sitch page then select 'Activities'.

How to view My Actions?

You can view your recent actions using the analyzing tools by clicking 'More' on the upper right part of the Sitch page then select 'My Actions'. Your most recent posts and entries using the Sitch tools will be displayed.

How to view my Starred/ Favorites/ Loved entries or Sitches?

Click 'More' on the upper right part of the Sitch page then select 'Stars' to view your best rated content within the Sitch. You may also select ‘Favorites’ or ‘Loves’ to view your list of these items within the Sitch.

How to view people I follow and my followers?

Click 'More' on the upper right part of the Sitch page then select 'Following' or 'Followers'. A list of members you follow or follows you will appear.

How to unsubscribe from the Sitch alerts?

Click 'More' on the upper right part of the Sitch page then select 'Unsubscribe'. Receiving notifications and alerts will stop once you unsubscribe to the Sitch but this action can be undone by clicking 'Subscribe' again.

How to get a shareable link of the Sitch?

Click 'More' on the upper right part of the Sitch page then select 'Share'. A link to copy the Sitch will be available for you to share with team members.

Other Features

How to use Mapping Ideas?

Double-click on the 'My Main Idea' box to start to edit main idea and add sub-ideas. Continue to click on the boxes and add your Mapping Ideas as necessary to visually organize information hierarchically and show relationships among pieces of the whole.

What are Resources?

There are many ways to provide resources to support the Sitch. You may add free-form text idea, image, video, file, keywords, presentations and references. Choose from the icons available in the Resources drop down arrow.

How to use Insights?

Click 'Insights' tab on the left side of the menu to search for answers from different resources available. You can also use 'Insights' to keep a journal, track your learnings, activities and interests to develop your expertise. You can also create an eMagazine which can be found in the 'Insights' tab. Select 'Shared Insights' to see the insights shared by the rest of the community.