In this Help Doc
Creating a New Knowledge Type
Go to Settings
Expand your Organization
Choose Knowledge types
Click on New Knowledge Type
Enter Knowledge Type Name
Choose a background color for the Knowledge type, if needed.
Click Add a Step to add more steps to the Approval Process:
Example STEP 1: Click Add a step for specific roles and search for a position or individual. Note, if more than one position is chosen on a single step, only one is needed to approve.
Example STEP 2: Click Add a step for team chart level. The team chart level will apply to the position at that level which is the Team Leader of the one submitting the Knowledge item.
Each Step must approve the Knowledge Item before it will be passed onto the next step. Once the final step is approved the Knowledge Item will be published and responsible positions will be required to study.
Click Create Knowledge Type
NOTE: The Approval Process can be left blank. If you create Knowledge Types without approval steps, once published they will be immediately available to all Responsible Positions.
See also:
Editing an Existing Knowledge Type
Go to Settings
Expand your Organization
Choose Knowledge types
Click Edit on the desired Knowledge Type
Enter Knowledge Type Name
Choose a background color for the Knowledge type, if needed.
You can remove the steps and replace them with new ones.
Click Add a Step to add more steps to the Approval Process:
Example STEP 1: Click Add a step for specific roles and search for a position or individual. Note, if more than one position is chosen on a single step, only one is needed to approve.
Example STEP 2: Click Add a step for team chart level. The team chart level will apply to the position at that level which is the Team Leader of the one submitting the Knowledge item.
Each Step must approve the Knowledge Item before it will be passed onto the next step. Once the final step is approved the Knowledge Item will be published and responsible positions will be required to study.
Click Update Knowledge Type
NOTE: The Approval Process can be left blank. If you create Knowledge Types without approval steps, once published they will be immediately available to all Responsible Positions.
See also:
Change the Order of Knowledge Types
Knowledge Types are displayed in the dropdown selection while editing a Knowledge Item.
To change the order of the dropdown selection use the hamburgers to change the order as shown below.
