Creating a New KB Article

This guide walks you through the process of creating and submitting a new Knowledge Base article. All submitted articles go through a review process before they are published.

Overview

• Purpose: Create a new article in the Knowledge Base.
• Expected outcome: A drafted article submitted for review by the KB Team.
• Time required: Varies depending on article length and complexity.

Prerequisites

• Owner access to the Knowledge Base. If you do not have access, complete the KB Owner Access Request Form.
• Your content ready to draft—an outline, notes, or a document you want converted.
• Familiarity with the KB Content Standards and Guidelines—particularly article types, formatting, and naming conventions.

NOTE: Prefer to send a document for conversion? Email it to the KB Team, and they will convert it for you. You will be listed as the owner unless otherwise specified.

Steps

Log in to UW-Eau Claire's Knowledge Base.

1. Navigate to kb.uwec.edu.
   1. Click the hamburger menu icon at the top left of the page.
   2. Click Sign In.
   3. Type your username and password.
   4. Click Sign in.
   5. Complete Okta login with your preferred method.
2. Click Menu.
3. Click Articles.
4. Click New Article.
5. Add Title.
6. Add content to Body. Include these standard page elements:
   • Header Section
     • Clear, descriptive title.
   • Content Body
     • Overview (accessibility and compliance – answers the why).
     • Process (the how).
     • Best practices.
     • Consistent heading hierarchy.
     • Visual elements (screenshots, diagrams).
     • Step-by-step instructions, when applicable.
   • Footer Elements
     • Contact information: Email address and phone number.
7. Complete the Meta Information section:
   1. Select Category from the dropdown menu.
   2. Select Article Type from the dropdown menu.
   3. Add a Summary (1-2 sentences including your main keyword).
8. (Optional) Complete the Permissions section:
   1. Select Reader Groups.
      • NOTE: Selecting a reader group will lock your article. Only users in the selected reader groups will be able to read the article. Leave them all unchecked if this article should be publicly available.
   2. Select Editor Groups.
      • NOTE: Only select the group(s) that should be able to edit this article. When in doubt, leave them all unchecked and contact the KB Team for guidance.
9. Under the Meta Information section, check the Published checkbox if you are ready to publish your article.
   • NOTE: If left unchecked, your article will remain unpublished.
10. Click Create Article.

Verification

• Your article appears in your article list.
• If you checked Published, your article will have a View button under the Actions column. If left unchecked, it shows as "Not published."

Troubleshooting

• I don't see the New Article option: Confirm you have Owner access, not Editor access. Contact the KB Team if you believe this is an error.
• The category I need doesn't exist: Submit the KB Category Request Form before creating your article.
• I'm not sure which article type to use: Refer to the Content Format Decision Tree in Section 3.2 of the KB Content Standards and Guidelines.