Site Manager

Knowledge Base

Site Manager - Knowledge Base

Knowledge Base

• Site Manager’s Knowledge Base lets you create categorized articles that can be searched by keywords and tags

• Tickets can also be included in your Knowledge Base search

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Site Manager - Knowledge Base

Setting up the Knowledge Base• Users set up as administrators in Site Manager can access the Knowledge

Base Administration page by clicking the icon on the Knowledge base dashboard

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Site Manager - Knowledge Base

Administration Options

• On the Review tab, the option is available to require that articles be reviewed before they appear. Articles to be reviewed are listed, with a link to view or edit the article and buttons to approve or reject and delete.

• On the Categories tab you can select a parent category, and manually input a name for the Category.

• After you click Save the Category will now appear below and from there you can edit or delete the category

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Site Manager - Knowledge Base

Administration Options

• All Knowledge Base articles are listed on the Articles tab. Re-categorizing or deleting multiple articles can be done here.

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Site Manager - Knowledge Base

Writing the Article

• Once the category is created, you can now manually input a title, tags to help search for it later on and the text for the article

• You can also add any attachments such as Word documents or PowerPoint presentations.

• To create a new article click the icon as shown below.

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Site Manager - Knowledge Base

Analytics Tab• The analytics tab presents the top ten articles with a view count for each

one, and the top ten contributors, with the number of articles contributed.

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Site Manager - Knowledge Base

Analytics Dashboard

• Clicking the icon below will bring you to the analytics dashboard.

• This is where you will be able to configure statistics about the use of the knowledge base by users

• Total Visits by Date, Summary, and Statistics are 3 widgets that automatically appear. On the next slide we will show you how to add other widgets

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Site Manager - Knowledge Base

Adding a Widget

• To add a widget to the dashboard click the plus sign icon next to dashboard

• Clicking the drop down menu gives a list of widgets to be added to your dashboard for any relevant data that you would like to view

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Site Manager - Knowledge Base

Deleting a Widget

• After adding a widget, in this example we chose Articles Created by Date, you will see it populate on the dashboard.

• If you mouse-over the widget, an X will appear. Clicking the X will remove the widget from the dashboard.

• This can be done to any widgets you add with the exception of the three shown on the right. Those will always be shown.

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Site Manager - Knowledge Base

Changing the Date

• To change the dates of the analytics on the dashboard, click in the start date box to pull up the calendar and select the desired start day. Do the same for the End Date and click refresh.

• The widgets on your dashboard will now be updated with the dates you selected.

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Site Manager - Knowledge Base

Exporting to PDF

• The dashboard can be exported to PDF by simply clicking the PDF button.

• All widgets in your dashboard will appear in the PDF.

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Site Manager - Knowledge Base

Searching for Existing Articles

• You can search for articles by typing in tags, phrases or keywords used when the articles were created.

• From the drop down menu you can search for articles by certain categories.

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