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How to Create, Review, and Approve a Knowledge Base Article and Create Category and Move Article into Category

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Attached document contains step by step "How to Create, Review, and approve a Knowledge Base Article and Create Category and move article into category"

Submit Knowledge base Entry

1.       Click on Submit Request and click on Submit Knowledge Base Entry

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2.       Enter title and contents and Click on Submit

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3.       Click on Close.

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Review and Edit the KB Article

1.       Login as KD Editor Role

2.       Click on Tickets

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3.       Click on ne KB Article Link Under My Open Tickets

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4.       Click on Review KB Request 

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5.       Review the Existing KB Articles With Matching title or contents 

a.       If you find a duplicate article the click on duplicate

b.      If now duplication found then click on continue

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6.        Enter the Description and click on Review

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7.       After reviewing click on Submit if no further editing is required

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8.       Close the Thank You page

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Approve the KB Article

1.       Login as KB Approver role

2.       Click on Tickets

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3.       Click on KB Ticket under My Open Tickets

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4.       Click on Approve KB Request Link

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5.       If satisfy then Click on Approve

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6.       Close the ticket window

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Viewing Knowledge Base Article 

1.       Click on Knowledge Base

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2.       Click on the article you want to read

 

How to Create Category

1.       Click on folder with + Sign and click on Add Root Category

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2.       Enter the Name and Description and click on Save

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 Moving the Article to Category

1.       Click on the lightning sign of an article and click on Move to Category

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2.       Click on Pick

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3.       Select the Category and click on it

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4.       Click on Move

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5.       Click on Category and verify that article is moved in it

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Syed Waqar Shah


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