(2024.1) Articles

1 Adding a New Article
2 Editing an Existing Article
3 Reporting Article Errors

To add, edit, and delete Articles from the User organization's Knowledgebase, users will need to access the remaining three sections of the Knowledgebase function. While the 'Article Management' grid serves as the User's primary management platform, the 'Categories' and 'Topics' grids represent critical steps in the process of adding a new Article.

Adding a New Article

Navigate to the Knowledgebase Article Management grid (see image above) by selecting the Knowledgebase icon in the 'Main' tab and clicking the node labeled 'Article Management'.

Click the 'Add' button located on the Grid Toolbar above the grid.

In the Article data entry form (see image above), the User is presented with a number of input fields, several of which are required to save the new article.

First among the required fields is the Article's 'Title'. Though not required, the User can also define a 'Start Date' and an 'End Date', specifying a limited period of time that the article will appear in the Knowledgebase.

Next, consider the form's first tab, entitled 'Classification'. This tab contains the form's remaining required fields.

In the 'Classification' tab, the User must select a 'Category' and at least one 'Topic' from the drop-down lists. Select each appropriate Category and Topic to apply to the new Article by checking the boxes beside each item to be applied.

Note: These drop-down lists are populated with items from the Knowledgebase Categories and Knowledgebase Topics grids; if these grids do not contain any items, the user will first have to add them to the appropriate grid. For more information on the Categories and Topics grids, see Section 3 'Knowledgebase Categories and Topics'.

Users can also specify a 'Role' from a drop-down list of default User Roles. Here, the User can specify which Roles or groups of employees can access the Article. From 'Backoffice People' to 'SysAdmin', the User can select a broad or narrow range of Users whose work is relevant to the new Article.

The last remaining required fields compel the user to input a general 'Description' of the article and to associate 'Keywords' to assist in searches for the article.

The tab marked 'Content' (see image below) provides users with the text platform needed to publish the body of the article. In this form, users can compose text, cut and paste text and images from documents, and edit the article's font, margins, and general appearance with ease. Those users who wish to create an article strictly in HTML or view the HTML auto created through general creation can click on the 'Source' option; this disables all other buttons and displays the content in its HTML format for direct editing.

Finally, the 'Attachments' tab allows users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the article by upload. To attach one or more files, navigate to the 'Attachments' tab and click the 'Upload File(s)' button located on the Grid Toolbar above the 'Attachments' grid.

The user will be prompted to select a file from their hard drive to upload. Upon selection of a file, the upload will begin automatically.

Once all required fields have been satisfied, click the 'Save New' button at the bottom of the Articles data entry form. The new article will appear on the Knowledgebase Articles Management grid, as well as on the Knowledgebase Articles grid for those users whose roles have been granted access to the new article.

Once the new article is saved, the article will be listed with a status of 'Pending.' An Admin must review the article and change the status to 'Approved' before the article will be viewable in the 'Articles' section. If an Admin is adding an article, the status is automatically set to 'Approved.'

Editing an Existing Article

Simply double-click any item on the Knowledgebase Article Management grid to open its Articles data entry form. Assuming that all required fields have been satisfied, click the 'Save' button at the bottom of the form. All edits will be reflected in the Article Management grid as well as the Articles grid.

If an article has been marked as having errors, the original author or an Admin must edit and deselect the 'Errors' checkbox once corrections have been made. Until the 'Errors' checkbox is unchecked, the article will remain flagged as having an error in 'Articles.' Keep in mind that the 'Errors' field only shows up on existing article forms.

For the typical user, the most regularly visited destination in the Knowledgebase is the Articles grid, where users can browse a comprehensive list of all the documents and forms available to the user's organization.

Note: This functionality is for general user access and allows users to read articles and identify errors, if they find them. Users cannot add, edit, or delete items from the Articles grid. For more information on managing articles, see article, Article Management in the Knowledgebase'.

Navigate to the Knowledgebase Articles grid (2024.1) Knowledgebase by clicking on the Knowledgebase icon in the 'Main' tab and clicking on the node labeled 'Articles'.

Double click on any of the articles in the grid to open the item's content (see image below).

Using the controls at the bottom of the form, users can navigate from article-to-article (using the 'Prev' and 'Next' buttons) and report an error (click the 'Report an Error' button and enter a brief description of the error in the text box). Errors reported in the Articles grid are addressed by users in the Article Management grid (Section Adding a New Article).

Reporting Article Errors

If a User encounters an error in an Article they can report that error with this form. This error message will be sent in an Email to a SysAdmin to notify them of the error that is in the Article so that it can be addressed.