Create a workplace knowledge base article
Provide information to employees through knowledge base articles. Create knowledge base articles with information about workplace updates, self-help, troubleshoot steps, and others.
Before you begin
Role required: sn_wsd_core.admin or sn_wsd_core.kb_writer
About this task
Create a knowledge base article to notify or provide employees with any important information that they must know. After you create a knowledge base article, publish the article to make it available to the employees.
You can perform the following actions on a knowledge base article:
- Publish the article to make it available to employees.
- Update the article at any time if necessary.
- Retire the article if it is no longer required.
- Republish a retired article if necessary.
- Delete an article.
A knowledge base article undergoes the following workflow when it is created:
- Draft
- Review
- Published
- Pending retirement
- Retired
Procedure
Navigate to All > Workplace Core > Knowledge management > Create new article.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Knowledge base | Name of the knowledge base. Select the Workplace services knowledge base. |
| Category | Relevant category for the knowledge base article. Select an existing category, or select the add category icon \( Image omitted: add-checklist-icon.png Add category icon.\) to add a new category.You can also select or add a subcategory. |
| Valid to | Date until which the knowledge base article is valid. The date is automatically set to `2100-01-01`. |
| Article type | Type of article, which you want to create. Choices are as follows:- Select Wiki to create a wiki page. - Select HTML to create an html web page. |
| Workflow | This field is automatically set as Draft. Depending on the progress, the workflow of the knowledge base article changes to the following states:- Review - Published - Pending retirement - Retired |
| Attachment link | Option to give an attachment for the knowledge base article. |
| Display attachments | Option to display the attachments individually. |
| Short description | Short description for the knowledge base article. The short description is displayed as the title of the article. |
| Article body | Information that is displayed in the knowledge base article. Use the formatting options to change the style of the content. This field appears only if HTML is selected from the Article type field. |
| Wiki | Information that is displayed in the knowledge base article as a wiki. Select the Wikitext option to preview the text. This field appears if Wiki is selected from the Article type field. |
To search existing articles for any duplicate content, select Search for Duplicates.
Select Submit.
Result
The knowledge base article is created.
What to do next
Publish the knowledge base article. For more information, see Publish a workplace knowledge base article.
Parent Topic:Workplace knowledge management