Knowledge Base Categories

TeamDynamix knowledge base articles and services are organized into categories with subcategories. The categories have been set up according to Educause Categories.

Creating and editing categories | Internal categories | Shortcuts

Creating and editing categories

Be careful creating or editing categories; they must follow the Educause guidelines. Make sure a subcategory doesn’t already exist! All categories must have an appropriate name, the correct parent category, be in the correct order, have an appropriate description, and an appropriate icon.

Make sure new articles and services are placed in the correct categories. Refer to Educause Categories. Use shortcuts to have an article displayed in multiple categories.

Update an article category by clicking Edit Article and clicking the Settings tab, or update a service description category by clicking Edit Service and clicking the Settings tab.

The category name, description, and order can be edited by clicking the Edit Category button to the right of the article Subject when viewing the category listing.

Don't expect the category the article is in to "tag" the article; the category will not contribute in a search to finding an article in that category. Don't put information in a category description that won't be in an article; the search will not find this information.

Internal categories

Internal categories are viewable by members of that department or area. Make sure to use the appropriate naming convention for internal articles.

Shortcuts

Use Shortcuts to display articles in multiple categories.

View article shortcuts by clicking Edit Article and the Shortcuts tab.

See TeamDynamix: Working with Shortcuts to learn more.