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Difficulty: starter/ novice/ expert/ legend

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Tell what the knowlegde base is used for

  • Create your own knowledge base items


Knowledge base

The Knowledge base can be used to store structured
information about any topic the client wishes.

These knowledge base items can be viewed by all the users as a source of information.

The knowledge base can be used in relation to requests and/or problems but can also be used as a stand-alone option.

 Using the Knowledge base

Using the Knowledge base

The knowledge base can be found via the menu option under "Requests" and "ITIL." Here you can search for a item and read about it. Use the advanced search and/or the filters (on the left of the search bar) to create a more specific search query.


 Creating Knowlegde base Items

Creating Knowledge base Items

To create a new item:

  1. Navigate to the Knowledge base in the menu under the option “Requests.”

  2. Press the button “Add Knowledge base item.”

It will open a new screen.

Per knowledge base item the following fields can be filled in:

  • Part of
    It is possible to set a parent knowledge base item.
    This makes it possible to create a hierarchy in the knowledge base that is also shown when searching the knowledge base

  • Subject
    The subject of the knowledge base item

  • Text
    The actual text of the item, explanation and/or details of the subject.

  • Documents
    You can add documents to the item. You can do this by:

    • Dragging and dropping the file in the document field at the bottom of the screen.

    • Copying and pasting the file into the document field at the bottom of the screen.

    • Using the “Select files” button.

  • Keywords
    By setting keywords, all knowledge base items that have matching keywords are shown in the "Related knowledge base items" tab. This makes it easy to navigate to other relevant knowledge base items.

 Related Objects

Related Objects

Knowledge base items can also be created via the knowledge base tab on a request, problem and problem type.

Request

Service desk employees can view the knowledge base via a tab on a request and also create new knowledge base items. This tabs directly shows all knowledge base items linked to the same problem type of the request and gives the option to search the total knowledge base.

When a new knowledge base item is created via this tab, both the request and the linked problem type is linked to the knowledge base item.

Problem

The users handling a problem can view the knowledge base via a tab on a problem and also create new knowledge base items. This tabs directly shows all knowledge base items linked to the same problem type of the problem and gives the option to search the total knowledge base.

When a new knowledge base item is created via this tab, both the problem and the linked problem type is linked to the knowledge base item.

Problem type

Users with the correct credentials can create knowledge base items directly on a problem type. This way the knowledge base items is linked to the problem type. When using the the problem type in question, you will see the relevant knowledge base items.

Summary


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