Knowledge Base Management

Info! Not all user will have the exact same functions. Some screenshots may have menu items you do do see available. Users will need to have TeamDynamix role Subject Matter Expert (SME) or higher to create and edit Knowledge Articles. Your article will not be published or public until it is reviewed and approved by the Knowledge Manager.

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Set Up KB Ticket Queue on TeamDynamix Desktop

  1. From your TeamDynamix Desktop, select Tickets from the top navigation.
  2. Select +Report and in the sub-menu, select Report.

Select +Report and in the sub-menu, select Report.

  1. From the list provided, select Knowledge Base Report.

From the list provided, select Knowledge Base Report.

  1. Fill in the required fields to your liking. Below find the recommended columns, filters, and settings for the report.

Fill in the required fields to your liking. Below find the recommended columns, filters, and settings for the report.

  1. Under Add filtering to your report, I have selected all exceptApproved and Archived.

Under Add filtering to your report, I have selected all except, Approved and Archived.

  1. When set up to your preferences, select Save and Run to see how your report looks.

When set up to your preferences, select Save and Run to see how your report looks.

  1. In the top navigation, return to Desktop and select Edit Desktop.

In the top navigation, return to Desktop and select Edit Desktop.

  1. In the popup window, scroll down and select Tickets.

In the popup window, scroll down and select Tickets.

  1. The Tickets options will expand, look for Tickets / Reports [What you named the report] and drag and drop it to your preferred placement on the right.
  2. Click Save at the top of the popup window.
  3. When you return to your Desktop, click  Refresh in the top navigation.

When you return to your Desktop, click  Refresh in the top navigation.

 


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Details

Article ID: 66345
Created
Wed 10/31/18 10:59 AM
Modified
Thu 8/5/21 8:21 AM

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