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Knowledge Management
KM: Procedures
Procedure: KM / Find an unpublished draft in the KB
Procedure: KM / Find an unpublished draft in the KB
Tags
SOP
KM-2
Knowledge
Objective
To provide instruction on searching for an unsubmitted or submitted unpublished draft in the Knowledge Base
User
Knowledge Contributor
Environment
348532: Knowledge Base (KB)
56345: Knowledge Management (KM 2.0)
Rationale
To reduce confusion among support personnel who must quickly search the KB for accurate and usable content, we have reconfigured certain TeamDynamix licenses and permissions to limit internal-user access to approved and published articles only
While this practice excludes all unsubmitted and submitted (unpublished) drafts from a standard search of the KB, these drafts are available to the Owner — usually the creator of the article — through a search of
My Articles
Procedure
Log in to the KB
Click the
My Articles
tab in the secondary menu bar
On the Search page, filter your search with any of the following selections:
Category
field: Enter and select the name of the KB category where the draft was saved
Owner
field: Enter and select the name of the person who created and saved the draft
Created Date
field: Enter or select the earliest possible date on which the draft was saved
Note: If you don't know the Category, Owner, or Created Date, clear these fields of any entry
From the
Status
drop-down, select
Not Submitted
If no results are returned for
Not Submitted
, change the
Status
drop-down selection to
Submitted
and try your search again
Select the
Unpublished
radio button
Click the
Search
button
Browse the resulting list for the unpublished draft
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Details
Article ID:
49343
Created
Thu 3/1/18 8:36 AM
Modified
Thu 9/19/24 1:13 PM
Can you resolve this issue yourself?
Yes! This is self-service with a smile.
Related Articles (4)
Procedure: KM / Add internal-use content to the KB
Procedure: KM / Review and publish internal-use Knowledge content
Procedure: KM / Review unpublished or abandoned KB drafts
Training: KM / Create and maintain Knowledge content
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Check out this article I found in the IT knowledge base.<br /><br /><a href="https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=49343">https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=49343</a><br /><br />Procedure: KM / Find an unpublished draft in the KB