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

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 correct group doesn't exist, email scs-help@illinois.edu and we'll add it
   • 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"