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Knowledge Management
KM: Procedures
Procedure: KM / Review and publish a KB draft
Procedure: KM / Review and publish a KB draft
Tags
Knowledge
KM-2
SOP
Objective
To provide instruction on reviewing and publishing draft content to the Knowledge Base
User
Knowledge Base Manager
Publisher
Super-SME (Subject-matter Expert)
Environment
348532: Knowledge Base (KB)
56345: Knowledge Management (KM 2.0)
Procedure
In the KB editor, review the draft against content and format standards
Make a clear distinction between
Objective
and
Scope
, if a scope of the procedure is included
Objective
: the purpose of the article
Scope
: the limits to which the procedure or guide is applied
Under
Environment
, include the asset number and name for every application or system mentioned or listed in the article
Go to the TDX CMDB and add the article title to each asset record listed
Check each link to be sure that it will open in a new window and projects an advisory title when scrolled over
Apply the correct
Target
and
Advisory Title
to each link given in content:
Target
:
New Window (_blank)
Advanced
>
Advisory Title
:
Link opens in a new window
Under the
Settings
tab in the
Subject
field, check for an appropriate title in the following format:
Example:
Procedure: <Service, Application, or Asset Name> / <Resolution>
Example:
Fulfillment: <Service, Application, or Asset Name> / <Resolution>
Example:
Support Guide: <Service, Application, or Asset Name>
Select the correct
Category
Be aware that viewing permissions start at the Category level
Add the correct tag for the type of internal procedure: SOP, Analytical, or Maintenance
Change
Status
to
Approved
and check the
Published to KB
box
Change
Next Review Date
to the first of the month, twelve months from date of publication
Change
Owner
to the owning group of the primary asset; check
Notify Owner on Feedback
Check the name of the
Responsible SME or Group
Check the name of the
Responsible Project Group
, if any
Check the name(s) of the
Supported Office or Community
Select
Save
Under the
Permissions
tab, ensure that viewing permissions are correct for the article and category
Under the
Related Articles
tab, add each article that is mentioned in the content
Under the
Related Services
tab, add each service or service offering that is mentioned in the content
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Related Articles (2)
Procedure: KM / Find an unpublished draft in the KB
Procedure: KM / Link internal-use content to public-facing content
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