Knowledge Management - How To Edit a Knowledge Article in TeamDynamix

Objective

Following these steps will make changes to an existing knowledge article and either publish it directly or submit it for review and publishing.

Environment

TeamDynamix

Before You Begin

You will need edit permissions to follow this process. All technicians have the ability to edit articles that are owned by their member groups and submit those changes for review, even if they are not able to directly publish them.

Steps

1. Open the article you want to edit.
2. Select Edit Article.
3. Make the changes needed to the article, keeping in mind the goals for knowledge articles:
   1. Relevancy
   2. Accuracy
   3. Ease of Use
4. Based on your permissions, in the Draft Summary field:
   • If you have publishing rights, enter a description of the changes you made and then select Update Article to publish the changes.
   • Else, put "Edit complete." with a description of the changes you made and then select Save as Draft to submit the changes for review and publishing.
     • Someone with publishing rights will then review the article and publish the changes.
5. You're done!

Additional Info

The following articles give greater detail about certain aspects of articles in the Knowledge Base:

• Style Guide for Knowledge Articles (link, KB 760)
• Rules for Tags (link, KB 38)