How to use Situation Expert

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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 the value of Sitch?

We want to make it easy for you and your workers to learn while on the job. With Sitches, you can view other people's work situations that they need solutions for and help out sharing your insights and experiences, or you can create your own work Sitch. We all face issues or errors in our daily worklife. Sometimes, we don't have the time to go back to the classroom - we need to become experts quickly. Using Sitches will allow you and your team members to access expertise knowledge instantly.

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 the Surface and/or Deeper tools and analyze the causes using a variety of tools. You can also provide solutions or search ideas from other members’ experiences by using more than 20 different tools. Finally, you can post results and feedbacks.

How do I create a Sitch?

You can quickly create your own sitches by clicking ‘Create Sitch’ in the main menu. Then you can add a title, objective, and the biggest challenge about the Sitch. Don’t forget to add Tags 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. Please go to 'My Sitches' from the Menu and select the 'Sitch' you want to edit. Click the pencil icon beside the Sitch title to edit the Sitch.

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 the tools of other members' 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.

How to use the tools?

When fixing Sitches, members get to utilize different available tools that enable analysis, critical thinking, assessments, visualization, pattern-seeking, learning from others, sharing work, and collaboration. The Dig Deeper Tools - Fishbones, 80/20 Ideas, Sketches, Frames, Group think comments, Pros and Cons, and Mapping Ideas are available and used in Analysis. While the other tools - Checklists, Links, Videos, Downloads, What Ifs, and Workarounds are available and can be used for problem solving. There are also tools that show your results.These are Impacts and Stories. The created pattern and connections of ideas will emerge as your learning and takeaways from the Sitch.

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?

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

What is Deeper?​

When you want to deliberately reflect, review and confirm your Instant Thinking, go from Surface to 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 more than 20 available tools.

How do I create entries for Deeper?

Start to fix Sitches by using the different Actions in Deeper. Select from the 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.


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.

What is Go/No Go?

Go/No Go is a decision tree tool. This helps you with making “Yes” (go) or “No” (no go) decisions. The tool allows you to reflect on your analysis or solutions before committing to action.

What is Scaling Capability?

Scaling is a method of dealing with unexpected, unknown or exception work issues. This helps you “think through” the process of considering current “Standards”, defining the “Deviations”, and then finding or creating new ways, methods or solutions.

What is Improving Work?

To fix, solve and improve work issues, follow the 5-step process of Improving Work. Start with 1 and end with 5. The steps help you to have a “thinking process” to get better quality results.

What is Troubleshooting?

The tools help you to follow a troubleshooting path. It allows you to consider your options and responding to each option. You can visualize the flow of your options and choices.

How can I do Steps/ Procedures?

The Steps/Procedures tool helps you prepare a flowchart or a series of steps and procedures. This is valuable when you want to study the steps and flow, sequence and then share with your teams or ask them to comment.

How do I add Contributions?

In sharing and submitting content to help others or for your own research, follow the standards for submitting content that produces the most reliable answers. Complete the Surface and Deep Sources.

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 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."


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.

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.

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 (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. 

How to view/edit my profile?

To view/edit your account profile information, click the blue box (Hello, Your Name!) located on the top right of the page. From the drop down menu, click Profile. Other members will be able to view your profile and vice versa. It will be easier to contact other members who have the same interest areas as yours for help. In this menu, you can also add a brief description of yourself, your learning goals, request for knowledge and offer of expertise. These additional details will help other members know more about you and your areas of interest. When done, just click Update Profile at the bottom to save all information.

In the Profile menu, you can also view your messages, notifications and change your preferred email settings.

How to add/edit my profile photo?

To change/upload your profile photo and other required personal information, there are two ways: Click Edit Profile, located on the left side just under your photo, or click Update Profile in the light orange-colored box.

How to register into Situation Expert?

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 to register to another account?

Go to the Situation Expert account home page (example: and select Register/Login button. 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.

Video instructions for members

The following are video instructions accompanying this section.

Please note that the videos and instructions are constantly being updated depending on new fixes, features, and functions.  

How to participate in a Sitch (Situation)

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How to participate in a Group Workflow

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How to do Deep Thinking and Learning in a Sitch

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How to review your activities and progress

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How to ask for support and help

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How to be a good member

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How to participate in a Sitch (Situation)

The purpose of Situation Expert is to help you fix, solve and improve work issues and at the same time learn from it. The Sitch is where you present the work situation or problem that you need to fix, solve or improve.

If you are expected to create and submit a Sitch, you need to write a short description of the situation/issue, the objective, and the biggest challenge. You can add a short video or an image to better describe or explain your Sitch. You can also add Resources, which are references related to the Sitch. 

Take note of the instruction guide icon (i) and video icon (>) located next to the section headings. Their purpose is to explain further the value and benefits of the Sitch process.

Instant Thinking
If you are expected to post answers to the Sitch, the first thing to do is reflect and study the Sitch. When you’re done reflecting on the Sitch, the next step is to do Instant Thinking. Instant Thinking process is sharing your initial thoughts, experience, gut-feel, or intuition to the Sitch. The option to see other’s Instant Thinking in order to learn as a group is available, but it depends on your company system’s policies and restrictions. 

The next step is to do Analysis. In Analysis, there are several Tools to help you analyze the root causes of the Sitch. The purpose of Analysis is for you to reflect on the different perspectives of the problem. Take note that in Surface thinking mode, only one of these Tools is shown. 

The next step is to do Solutions. There are several Tools that you can use to provide your answers, solutions, or suggestions to fix, solve or improve the Sitch. Take note that in Surface thinking mode, only one of these Tools is shown.  

When done with your Solutions, move next to More. This is where you will find more Tools - Sense-making, Results, and Feedback. Sense-making is pattern-making or discovering common ideas or trends from each solutions contributed by the other group members. 

To view other member’s Sense-making and to add an entry, double-click on the person’s Deep Smart nodes. Click Save when you’re done. 

Next to Sense-making is Results. Results is where you show the Impacts. Impacts helps you and the trainers and leaders gauge the benefits of the solutions presented by the group members, in terms of  efficiency, savings, and quality. 

Finally, Feedback asks you for your learning experience doing the entire Sitch process and your suggestions or comments on how the application can be improved or was useful to you.

It is very important to go through all these steps - The Sitch, Instant Thinking, Analysis, Solutions, Sense-making, Results, and Feedback. You can view your Sitch Progress on the colored pie icon on the upper right side of the page. Always make sure that you have 100% completed the Sitch process. 

How to participate in a Group Workflow

In Situation Expert, there is an available setting or option to create Groups. To view the different groups, click Group, found on the upper part of the page. Take note that you can only view groups that you are a member of, or assigned to.The purpose of which is to be able to customize the Group Workflows according to specific areas of interests. 

All groups have Group Workflows. There can be one or several Workflows. To show the list of workflows, click the group logo icon on the left side. The purpose of the Group Workflow is to show the work process (i.e. production process, safety process, etc.), leadership sequence or considerations, pressing work issues, and anything that has to do with the course of doing work for the specific group. It can also serve as a table of contents or a learning structure. It can also be used to present and organize modules and programs. But its main purpose is for easy navigation and organization of the programs, lessons, guides, etc. in terms of how to fix, solve and improve common work issues. 

Whenever you open a workflow section, it will be checkmarked indicating that you have completed it. As admin, you can add files and links to related lessons, resources, and videos. You can also link Sitches to the workflow. 

List and Workflow Views
There are two view modes of the workflow - List view and Workflow view. The default view setting is Workflow view. To toggle to List view, click List. To go back to Workflow view, click Group Menu, then click Workflow.

How to do Deep Thinking and Learning in a Sitch

Surface Learning
In the Sitch process, you have the option to do Surface thinking/learning (default) or go Deeper thinking/learning. To toggle to Deeper mode, click the icon found below the Sitch title. When you switch to Deeper mode, you will notice a change in the Analysis tools. 

Deep Learning Tools
Unlike in Surface mode where only one tool is shown, in Deeper you will find several Dig Deeper tools (Fishbones Checklists, Videos, Downloads, Links, 80/20 Ideas, Sketches, Frames, Group Think Comments, Pros and Cons, What Ifs, Workarounds, Mapping Ideas, Contributions, Scaling Capacity, Improving Work) to help you think through the Sitch. Just click on the applicable tool/s you wish to use. It is very important to select the appropriate Dig Deeper tool so that you can analyze the problem correctly. That way you are able to widen your understanding of the issue and are also able to contribute deeper analysis and solutions to the Sitch (situation).

Take note, though, that this option is only available if and when your leaders, managers, trainers allows it to be a part of your learning design process.

How to review your activities and progress

My Progress
As group members, you have the option to view the progress report of your activities within the group. To check on it, click My Progress. In this page, you are shown your Sitch completion status, the report on your assigned project (if there’s any), discussion posts, and resources you have previewed.

Group Menu
Another way to check your activity status is through the Group Menu. From Group Menu, under Progress are Stats, Path2X, My Path2X Plan, and Surveys.

Stats shows you a bird’s eye view of the types of Tools (Instant Thinking and Deep Diving) that you have used in the Sitch. 

Path2X shows you the track record of what you have accomplished. The expertise list is organized according to specific topics. 

My Path2X​
My Path2X Plan shows your plan of actions in terms of workflows, projects and other activities that you wish to accomplish. 

How to ask for support and help

Contact Us
For Situation Expert support-related issues and concerns, go to the Contact Us page. Click Contact located on the upper part of the page, right next to Group. Type in all the necessary information. You can also include a file, screenshot, or document (optional). Then submit. Once you’ve sent the form, expect an email confirmation from the support team immediately. 

Support Messages
As an administrator, you can view the support messages sent to you by clicking the blue box(Hello, name!) on the top right corner of the page, then click Support on the drop-down menu. To see the support message details (status, ticket number, date, sender, message), click the view icon (>) right across the message you want to open. From there, you have the options to Send Email, Mark as Closed, Add Note, and Respond. Please take note that this is a one-way process. It’s sole purpose is to be able to respond to the initial support message sent to you. For follow-ups, you may send another email or do a callback, whichever is applicable or preferred.

How to be a good member of the Situation Expert community

Update your profile
Always make sure that your Profile is complete and updated. To go to Profile, click the blue box (Hello, name!) on the top right corner of the page then Select Profile. Write as many information as you can, share your learning goals,upload your photo, etc. The purpose of this is for other community members to know more about you, your learning needs, your key interest areas and expertise.

Complete the Sitch Process
Another way to be a good member is to do the Sitch process thoroughly and thoughtfully. The reason for this is to be able to contribute valuable answers and solutions, from which you and other group members can learn.

Deep Smarts 
In the Sitch, whenever you see good and interesting ideas from other members, recognize it by clicking Deep Smarts and writing a comment on why you find it valuable. This way you are adding useful entries to the Deep Smarts listing. The Deep Smarts list is a selection of highly valuable comments and ideas you and other team members have recognized. Doing this gives the community members a richer, and more focused contributions which can lead to deeper learning discussions within your organization.

Alert Others
Alert Others is a feature that enables you to send an alert to other team members, managers, subject matter experts asking for their help in thinking through your Sitch. Take note that this feature is only available if your company activates it or allows it to be configured in the system. 

Connect with other members
Increase your engagement and widen your connection with other members of the community by going to Members page. Click the menu icon (three horizontal lines) on top right next to Contact. Under Connections, select Members. You can interact with them by sending them messages, or you can choose to Follow others whose background or areas of expertise you may find interesting.

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.

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.

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.