TeamDynamix - How To Select the Category for a Knowledge Article

Objective

Following the steps in this article will determine the category where a new knowledge article should be created.

Environment

TeamDynamix

Before You Begin

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Steps

  1. Navigate to the Client Portal
  2. Select the dropdown menu next to the search field in the top-right corner and choose Service Catalog
  3. Type the name of the Service that the article content is about
  4. Select the name of the Service to go to its Service Catalog page
  5. The breadcrumbs at the top of the page will show the category the Service belongs to (in the screenshot below, the category for D2L is Teaching and Learning / Learning Management).
    Screenshot
  6. You're done! The category of the Service is the category the article should use.

Additional Info

The service catalog category is also displayed if you hover over the search result while typing in the search field. D2L is used as an example in the screenshot below:

Screenshot
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Related Services / Offerings (1)

Knowledge Management
Knowledge Management (KM) is the process to identify, create, represent, distribute, and enable adoption of learning experiences. Such learning experiences encompass knowledge, either embodied in individuals or embedded in organizational standards and practices.