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KnowledgeBase (KB) Tutorial - How To Review Documents (extend expiration)
Introduction
The KnowledgeBase (KB) is setup to be a central repository for information, both internal and external.
- "External" documents are available to the world, with no access restrictions.
- "Internal" documents require a University login to access. Individual documents can be further restricted to only certain people.
KB documents can be accessed directly through the KB interface, and can also be used as website content. KB documents have both an "owner" and an expiration date, helping ensure that they remain up-to-date.
NOTE: Once a document has expired, it is no longer available to end users. You will NOT receive email reminders about expired documents. The document will remain in the KB Admin site in the "Expired" tab, and can be re-enabled.
There are 2 ways to locate documents that will be expiring soon:
- From an email - you should get an email ~4 weeks, 2 weeks, and 1 week before a document expires.
- Searching in the KB Admin Tools
What to do when a document is expiring:
Finding expiring documents:
Reviewing a document from the email link
- In the email that you receive about an expiring KB document, there will be a link that takes you directly to that document's page in the KB Admin Tools.
- Go to What To Do
Searching for documents to review
Rather than waiting on the email that documents are expiring, you may wish to find a number of documents at one time.
To do this:
- Go to the KB Admin Tools (https://answers.uillinois.edu/kbAdmin/) and login.
- You'll first get to the "Home" screen. Click on the Documents tab at the top (circled in red).
- NOTE: Your default screen can be changed using the "My Profile" link on the left navigation.
- Select the "type" of document you wish to search for in the left navigation. "Expiring" is selected below, as shown in the blue bar on the left navigation.
- Search for the document you'd like using the search fields (circled in red, below).
- Click on the title of the document you want to review.
What do to:
Read through the document. Make sure it's formatted well and decide if edits are needed or not.
No changes are needed
- Click on the Mark as reviewed button (circled in red, below).
- A notice will pop up asking if you want to extend the expiration. Click OK.
The document needs to be edited / updated: