Create a knowledge base article about procurement
Create a knowledge base article about procurement so that you can share procurement information and policies with your employees and procurement team.
Before you begin
Role required: sn_spend_psd.agent, sn_spend_psd.psd_admin
Procedure
Navigate to All > Procurement Case Management > Knowledge.
Select Create New Article.
On the form, fill in the fields.
Image omitted: create\_kb\_article.png
Create new knowledge base article.
Create new knowledge base article.
|Field|Description|
|-----|-----------|
|Number|System-generated unique identifier for the request.|
|Knowledge base|Knowledge base to which this article belongs.|
|Category|Category of the article such as procurement policy. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.|
|Valid to|Validity of the article.|
|Article type|Type of article such as HTML.|
|Workflow|Status of the article.|
|Source Task|Name of the article source.|
|Attachment link|Link to attachments.|
|Display attachments|Display of attachments in the article. When you do not select this option, the article does not display the attachments.|
|Short description|Short description of the article.|
|Article body|Detailed description of the article.|
To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.
Do one of these actions.
Action Description Submit To submit an article for review, select Submit. Save To save an article, from the Additional actions menu, select Save.
What to do next
- View your submitted articles by navigating to Knowledge > My Knowledge Articles
- Track the progress of your article from My Knowledge Articles.
- Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.
- Monitor the performance metrics of your article by navigating to Procurement Case Management > PSM Dashboards.
Parent Topic:Using Procurement Case Management