Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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Security profiles and Knowledge Management document display lists
Knowledge Management (KM) uses knowledge groups, document categories, and the KM security profiles to determine which documents to display in the lists of knowledge documents available from the following KM menus:
- Published Documents
- Draft Documents
- Retired Documents
- Pending Documents
- Documents for Review
Note A user with SysAdmin or KMAdmin capabilities is able to view all the knowledge documents that appear in any of these lists.
| Document list | View access |
|---|---|
| Published Documents | KCS II or III in the out-of-box (OOB) system or a user in a knowledge group associated with the document category and a profile with the publish internal capability can view all published documents. A KCS II or III user can only perform other actions such as create pending or retire documents if the user's privileges include the combination of profile, knowledge group and category privileges to allow these actions. |
| Draft Documents | Displays a list of knowledge documents with the status "draft" for the user who authored the draft document. All draft documents in the system display for users with SysAdmin or KMAdmin capabilities. |
| Retired Documents | Users with KCS II or III in the OOB system or for a user in a knowledge group associated with a category and a profile with the retire documents capability, KM displays all retired knowledge documents in the categories associated with a profile. Also, users can create working copies of these documents based on the capabilities provided by the combination of profile - knowledge group - category privileges. |
| Pending Documents | Documents display in this list based on the user's access to the document category and a profile that allows viewing unapproved working copy documents. The documents displayed are currently in the approval workflow (Triage > Revise > Review > Publish phases). Also, users with the proper permissions, based on their profile, can move documents through the workflow, publish documents, revert documents, or retire documents in this list. |
| Documents for Review | Documents display in this list based on the user's access to the document category and a profile that allows viewing unapproved working copy documents. The documents displayed are currently in the Review phase of the approval workflow. Users with capabilities based on profile permissions are able to forward the Publish phase, or return it to the Revise phase for further revision.approve internal. Also, users with capabilities based on profile - knowledge group - category can approve, revert or retire documents in this list. |
Add a KM security profile
User role: System Administrator, KMAdmin
Published documents are documents that are available for searching and viewing. Some documents may only be viewed by internal users, while others can be viewed by internal and external users. Published documents can be edited by users with the Edit in place a published document option selected for their KM security profile.
To add a KM security profile, follow these steps:
- Click Knowledge Management > Administration > Profiles.
- Type the name of the new profile in Profile Name.
- Select the applicable check boxes on each of the security profile tabs. For example, go to the KCS II tab to select the Edit in place a published document option.
- Click Add.
- Click Save.
- Click OK.
View a KM security profile
User profile: System Administrator, KMAdmin
Knowledge Management (KM) uses knowledge groups, document categories, and the KM security profiles to determine which documents to display in the lists of knowledge documents available from the KM menus. The KM security profile and operator record together determine what KM privileges are granted to users.
To view a KM security profile, follow these steps:
- Click Knowledge Management > Administration > Profiles.
- Click Search.
- Click a record to view the security profile.
