In this Help Doc
Create 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.
Default Visibility allows you to set a default visibility for a specific Knowledge type:
- Private - Assigned Members (Only Admins, assigned members and the Author will be able to see the documents of this type.)
- Organization - All Members
- Public - Everyone Outside Organization (This option allows you to share the document to anyone outside of MetaPulse.)
NOTE: Once you set a default visibility for a specific type, it will only apply to new Knowledge documents. It won't apply to existing documents.
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.
Notify on Publish allows you to specify positions that need to be notified when this type of document is published.
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:
Edit 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.
Default Visibility allows you to set a default visibility for a specific Knowledge type:
- Private - Assigned Members (Only Admins, assigned members and the Author will be able to see the documents of this type.)
- Organization - All Members
- Public - Everyone Outside Organization (This option allows you to share the document to anyone outside of MetaPulse.)
NOTE: Once you set a default visibility for a specific type, it will only apply to new Knowledge documents. It won't apply to existing documents.
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.
Notify on Publish allows you to specify positions that need to be notified when this type of document is published.
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.
