Creating Knowledge Base Articles

Overview

To describe how to create and approve knowledge base article in TeamDynamix.

Eligibility

• Technicians should be able to create articles with supervisor approval to publish.
• Technicians lead should be able to create and approve articles.

Steps/Process

1. Log in into TeamDynamix. 
2. Select Knowledge Base from the navigation bar. 
3. Click on the button New Article.
4.  On the field Category, click on the search button to select from the list of categories. 
5. Add an Order number and Pin as needed. Articles are ordered first by this value and then by the subject. Pinned articles will always be at the top of the article list ordered by subject.
6. On the field Subject, enter the title of the article. 
7. On the field Body, select the template to use from the drop down Templates, e.g. HR Task Events.
8. Use the template to populate the information from your article. You may have to adjust the test using the format bar in the field Body. 
9. On the field Article Summary, enter a synopsis about your article. 
10. Select the status for your article form the drop down Status. 
11. Check the box Publish to KB if you are ready to publish you article to users with access. 
12. Remove the check box Notify Owner on Feedback. 
13. Click on the button Save to save/public the article. 

Additional Information

• Technicians should not be able to select status Approved. These should be routed to Technicians Lead for approval. 
• Use template HR Task Events to follow article convention approve by HR Core.