Knowledge Management

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What is Knowledge?

  • Detailed report of an issue (incident/problem) and how it was solved.
  • Attachable to other incidents/problems to have easy access to relevant information and possible solutions.

Create Knowledge [Incident/Problem Resolution]

Another reference to creating Knowledge is at: Problem Management

Depending on your configuration, an option to create a Knowledge article from an Incident/Problem will show up at the top right of the record.
(By default, the option will show when the incident/problem has become closed/resolved)

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Status is 'Resolved', 'Create KB Article' shows


While in the process of creating the Knowledge, a dialog will ask if you would like to create the article with important messages included. This refers to any message marked as important on the records chat-box. When enabled, your important messages will be added to the resolution steps section of the article.

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Messages marked as important
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KB article with important messages imported

Once the article is created, a new relationship is made between the Knowledge and the Problem/Incident for easy access on both ends.

Create Knowledge [Manual]

Navigate to Knowledge->All->New entry

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Adding a new entry to Knowledge


Configure your article accordingly. To create a relationship to another record, such as an Incident/Problem, click Relationship Editor at the bottom right of your Knowledge record.

Lifecycle

To view/edit the lifecycle of a Knowledge article, navigate to Bundle Configuration -> Bucket Management -> All Lifecycles -> Select Knowledge Bucket

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Diagram of default Knowledge lifecycle

Reconstructed diagram

Reconstructed diagram: a conceptual visualization of the process described on this page.

Reconstructed flow showing knowledge created from a resolved incident or problem, or manually, then linked to records and managed through a lifecycle.
A knowledge article can be created from a resolved incident or problem, optionally include important messages, or be entered manually before lifecycle management.