The purpose of the WI is to show the user how to make edits to a Knowledge article that is in a status other than DRAFT. This applies to any KB article that needs to be revised while the article is active, or is ready for review due to expiration date. It is important to note that an article, unless otherwise indicated, is good for one year from the published date.

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The scope of this article affects all areas and departments in the organization.

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It is the responsibility of all centrexIT employees to follow this work instruction and adhere to Knowledge standards.

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An edited article that is updated and moved into the correct status for use.

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These articles are stored in Knowledge - Halo.

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1. Locate the article that needs to be edited by accessing ALL CIT Articles

• “Edited” includes the need to make a change to an existing article

• “Edited” could also include archiving an outdated article

2. Using the filters at the top of the screen, access the article that needs to be edited

• “My KB Articles” includes articles that user has authored or owns

• Unfinished - article has been created, but is not currently in a “Published” status

• Expiring - published articles that need to be reviewed and resubmitted for approval if they are still active or archived if no longer in use

• Published - all approved and published articles that should be good for use

• Locate the article that needs to be edited and open it

3. Review and edit the article

• Before user can edit, the status must be in “Draft” status

4. Click on the STATUS button and select “Draft” from the dropdown list
5. Click the pencil and paper icon in the upper right corner to “Edit KB Article”
6. Once the article is in “Draft”, the user can begin to make edits

• It is best practice to click on the “Save and stay here” icon, shown as a diskette with a down arrow

7. Make necessary edits
8. Prior to submitting for “Review” check the following:

• The correct Core Process has been selected at the top of the article

• The correct Department has been selected

• Knowledge relationships have been built out including manually creating the relationship back to the core process or business process, if it exists

• Review the title based on the naming convention of the document type being edited

• Do not use “How-To” in the tile

9. Click “Save and stay here”

• Change the status from “Draft” to “Review”

• Click “Save and return to previous page” icon, shown as the diskette with the left arrow

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1. Follow the above steps, but select Expired or Archived if article is no longer in use, save and exit

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1. Create a relationship back to related process. Note: Please add KB relationships to core process, process, SOPs or other WIs on the right.