HOWTO: Creating a KB doc from a template in the SCS KB

Basic instructions for creating a document from a template

To use a Template:

  1. Click on Create a Doc from... in the left navigation
  2. Click on the blue Save As... button next to the appropriate template

Above the editor: 

  1. Change the title
    • Remove TEMPLATE
    • Add a descriptive subject line
      • For CORES labs, be sure to use the Lab name or acronym in the title, preferably at the beginning (NMR, Mass Spec, etc)
      • For Computing, 
    • If the document will be used on the SCS website, add (web) to the title
      • Example:  NMR - NMR Student training (web)
  2. Add keywords - use as many as you can think of that someone might use to try to find this document
  3. Add a summary - this will appear on the KB article, right below the title

Below the editor

  1. Topics:
    • Check the topics to be sure that the correct topics are selected
  2. Write Access: Select additional groups that should be able to edit the document
    • Each template has some default groups already selected - leave these. 
    • Add the appropriate group(s)
    • If the document will be used on the Web, be sure to select "SCS Webmasters"
  3. Read access:
    • for external documents, both "UillinoisSCS-External" and "UillinoisSCS-internal" should be selected.  This allows a document to be read publicly without any authentication.
  4. Owner:
    • Click Show Additional Fields
    • Change the owner to whoever should be responsible for the document

Editing the document

  1. Once you've edited everything above, remove this text and edit the document's content. 

Publishing a document

  1. Submit the document.  The status will be "In Progress"
  2. When you're ready for the document to be live, change the status to "Active"

Keywordstemplate title lab internal external public   Doc ID131730
OwnerJay G.GroupSchool of Chemical Sciences
Created2023-09-27 13:25:09Updated2023-11-17 12:01:16
SitesUniversity of Illinois School of Chemical Sciences
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