Did you know That you can submit multiple Q&As to the Knowledge Base simultaneously?

Did You Know . . .

 

 

That you can submit multiple Q&As to the Knowledge Base simultaneously?  And not only can you submit multiple records simultaneous, you can submit to your local KB and the Global KB simultaneously.  And . . . the workflow can be customized for editors who want to edit as they submit or even activate records exactly as they are.  Librarians without editorial privileges will be able to submit, edit and submit, or edit and submit and close all in one fell swoop. 

 

By the way, how can a librarian edit without editorial privileges? . . . you might ask.  Whoever submits a Q&A to a KB can always edit that particular record.  But you need editorial privilege to activatethat record; and editorial privilege makes it possible to edit and activate others’ submittals, as well.

 

So, back to multiple-Q&A submittals.  You can submit up to 25 Q&As at one time to your local knowledge base(s) and/or to the Global Knowledge Base.  You must have at least “Add/Submit” privileges for these KBs to do the following.  If you do not have a Submit to KB option in your drop-down menu, as shown in the first illustration below, but you wish to make contributions to the KBs, speak with your QuestionPoint administrator, who can set that permission for your account.

 

1     While on any of the questions lists in the Ask module, click on the box in the far left margin of every question you want to submit.  This puts a checkmark in the box.

2    Click on the drop-down menu at the left bottom of the page and select “Submit to KB.” 

 

 

3    When the Submit to KB Option page appears, make your selections accordingly:

        

      Do you want to edit?  Yes or No. You may edit your own records if you want, or let your library’s QuestionPoint KB editor (if one has been designated) edit.  If you want to edit, each Q&A will come up in the KB edit form when you have finished on this page and click the Submit button.

 

Did you know That you can submit multiple Q&As to the Knowledge Base simultaneously?

Add to: List of KBs to which your account has access.  The KBs in this section, and the options at each KB, are dependent on your account permissions level.  If you have Add/Submit privileges, you can edit your own submissions and set the level of public access (should the KB be made available to the public to search).  In the next illustration, the librarian has editorial privileges for the local KB, so s/he can Activate the record straightaway for indexing and searching.

 

Do you want to close?  Yes or No.  If you are working from any questions list except the Closed list, you have the option to close the Q&A(s) at the same time you submit them.  If you are working from the Closed list, this option, of course, doesn’t appear.   

 

 

 

One of the neatest things about this way of submitting to the KBs, is that you can select an entire list page of 25 Q&As, and then un-select those you don’t really want.  This makes for easier review, because you can click on the question text hotlink to open a second window to view the question history.  If the Q&A doesn’t seem appropriate for your KB, unclick the checkmark in the left-hand box and this Q&A will be omitted from submission.

 

 

4        Click the Submit button.

If you believe you should be able to contribute records to your local knowledge base or to the Global Knowledge Base, but you don’t see the appropriate links or menu options, ask your administrator if you could have access. They may not be aware that they need to give permission in the Administration module.

Please contact [email protected] if you have questions.