Knowledge Object Header Fields

Field

Mandatory

About

How To

TITLE

This is the title of your knowledge object that users will see.

Enter a title for your knowledge object.

TYPE

(Appears in Announcements Only)

TYPE will only show up in Announcements. This field is not visible in other Knowledge Objects. TYPE is used to filter the Announcement list by type.

Select the appropriate TYPE from the drop down menu.

START/END DATE AND TIME

The start date and time indicates the point at which the knowledge object will be published.

The end date and time indicates the point at which the knowledge object will cease appearing to users.

Note: Authors and administrators will still be able to find the knowledge object later.

Click on the drop down arrow and select the preferred option from the calendar/time listing.

Note: If you do not enter any information the section will remain blank.

KEYWORDS

Adding keywords or acronyms will ensure the knowledge object always appears in the search results. Users won't see the words left in this field.

Add words or acronyms separated by a space.

REVIEW

Select a time frame to review your knowledge object. It is a rolling review which is 3, 6, 9 or 12 months after the last change you performed.

Click on the drop down arrow and select the preferred option of 3, 6, 9 or 12 months.

RELAUNCH

(Available for existing Announcements Only)

Allows an announcement that was previously used to be relaunched.

Tick the Relaunch tickbox and ensure you update the start/end date and time for the announcement.

VERSION UPDATE

(Available for existing Knowledge Objects except for announcements)

Allows you to change a major version number e.g. 1.14 -> 2.1 on your knowledge object except for Announcements

Tick the VERSION UPDATE tickbox before you save your knowledge object.

	Tip: Keep the title short, direct and customer centric.
	Tip: There should only be a maximum of 6-8 category types
	Tip: Having an end date will not archive the document note, however it will expire and be hidden from the categories list and search results.
	Tip: Add associated keywords that may not appear in the title or knowledge object text so that users can always find it (e.g. internal business acronyms).
	Tip: If the review period is selected, the Review Date field will be blanked out