Creating a Knowledge Base

Follow the instructions below to add a new knowledge base:

  1. Add a new knowledge base
  2. Name your knowledge base
  3. Select a category on the right side of the page
  4. Be sure to also add a knowledge base category on the right side
    1. This is what will determine which CreekHelp menu tab the knowledge base appears on.
  5. Click PUBLISH

NOTE: When you click PUBLISH – the Project Managers will be notified of your add.

From here let’s add some content.

Any typed or linked content can be added on the [Knowledge Base Page] tab in the main content block.  Be sure to click update after you add your content.

We do need to set up some settings. for this, let’s click on the settings tab.

  1. Add the certificate called [Academy]
  2. Change Progression to [Free Form]
  3. Determine your Access Mode
    1. Open – Will allow anyone; logged in or not; to view your content
    2. Free – Will only allow Logged in users to view the content
  4. Change the Button Text
    1. For Open Courses: View Articles
    2. For Free Courses: Take this Course
  5. Change the Ribbon Text
    1. If the knowledge base is still in progress… type Coming Soon
    2. If the knowledge base is ready to go… leave this field blank
  6. Click UPDATE

Lastly, we need to add articles to a knowledge base.  Navigate to the builder tab.

  1. Find any created article on the right hand side.
  2. Click ‘ADD’ next to that article
    1. This will add the article to the builder on the left side.
  3. Drag and Drop the article where you would like it to live.

Click [UPDATE] on the knowledge base.