In this Help Doc


Creating a New Knowledge Type

  1. Go to Settings

  2. Expand your Organization

  3. Choose Knowledge types

  4. Click on New Knowledge Type

  5. Enter Knowledge Type Name

  6. Choose a background color for the Knowledge type, if needed.

  7. Click Add a Step to add more steps to the Approval Process:

    Example STEP 1: Click Add a step for specific hats and search for Post or Individual. Note, if more than one Post is chosen on a single step, only one is needed to approve.

    Example STEP 2: Click Add a step for org chart level. The org chart level will apply to the post at that level who is in charge 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 posts will be required to study.

  8. 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 Posts.

See also:

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Editing an Existing Knowledge Type

  1. Go to Settings

  2. Expand your Organization

  3. Choose Knowledge types

  4. Click Edit on the desired Knowledge Type

  5. Enter Knowledge Type Name

  6. Choose a background color for the Knowledge type, if needed.

  7. 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 hats and search for Post or Individual. Note, if more than one Post is chosen on a single step, only one is needed to approve.

    Example STEP 2: Click Add a step for org chart level. The org chart level will apply to the post at that level who is in charge 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 posts will be required to study.

  8. 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 Posts.

See also:

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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.

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