Concepts to Understand - Knowledge Base (KB)

  • Updated

Introduction

When you need to store knowledge and educational content, you will typically store it in a readable format via the Knowledge Base.

Hudu comes with two types of Knowledge Bases: one for each Company for company-specific knowledge, and then a Global Knowledge Base for shared knowledge. Internal knowledge (for articles covering topics like onboarding new teammates, company processes, etc.) should be kept in the Global Knowledge Base.

To share these articles with end-users, these articles can be added to portals or individually be made public.

Because there are two types of Knowledge Base articles you can create, and they share a similar interface, we will just show you how to create articles for a particular company in a company-specific knowledge base. If you want to create global articles, create them in Hudu -> Global KB.

Also, keep in mind, in the following examples, we use the word Client to separate information, but this can be changed depending on your type of organization.

How to Access

  1. Select client on the top left of page mceclip0.png

  2. Choose desired client to add a KB article to Comapny_or_Client__un-annotated_.png

  3. On the left side in the tool bar, select KB mceclip1.png

How to Create

Will be the name and content wanting to be stored for reference

      1. Title the article and select "Start writing" mceclip2.png

      2. Input the desired information and use the editor tools to organize the article mceclip4.png

      3. Once finished, hit publish to allow all those with access to the company/client to see this article blobid15.png

How to Update

  1. Navigate to the KB tools section that contains the Article/Folder or select "Global Knowledge Base", located between the "Clients" and "My Vault" sections on the top of the page.
  2. Select the desired Article/Folder within the KB.
  3. Once in the Article/Folder, click edit.

How to Manage

blobid25.png

  • Move: Can change the client or folder location of an article
  • Flag: Marks the article for the need to review or to signify importance (this can be adjusted for company needs)
  • Archive: Moves the article from the KB to the museum if not currently needed, but deletion is not desired
  • Set Expiration Date: Will set a time for an article to expire and show it in the expiration sections
  • Lock: read-only, users are not allowed to edit
  • Delete: Completely removes the article
    • Note: Cannot be found in the museum after deletion, if the article can possibly be used later, consider archive for future referencing

  • Restrict: Original creator can determine who can view the article

Tools

Automatic Table of Contents

This will allow user to jump to sections for specific information or to navigate longer articles 

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Automatic Estimated Read Times

Using a built-in algorithm, Hudu will tell the user how long the read may take on average

blobid19.png

Permissions and Roles Required

Spectators and above can view articles. Authors and above can create, update, and have access to some Manage button abilities. Editors and above can flag articles and use all Manage button abilities. Admins and Super Admins have all abilities.

Further Reading...

Using Folders

Using Favorites

Using the Comment Section

Downloading to a PDF

Revision History

File Management

Understanding User Roles

One-Time Sharing Articles & Folders

Relationships

 

 

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