How to: Search the Knowledge Base

Summary

Instructions for looking up knowledge base articles in TDX

Body

Summary

ITS is currently in the process of migrating technology related Knowledge Base Articles from WordPress to TeamDynamix. This process will be ongoing and we encourage feedback on our articles. There are three ways to search for Knowledge Base Articles; search the Client Portal (site-wide), search the Knowledge Base only or look through the Knowledge Base Catalog.

How to: Search the Client Portal

  1. In TeamDynamix, click in the search the client portal in the top right of the page by Sign In

    Image of the client portal search field
     
  2. Type what you are searching for in the field and select the magnifying glass or hit Enter

    Image of the client portal search field with netid written in
     
  3. Here you will see your search results and any Service or Knowledge Base Article that best matches your search

    Image of the netid search results
     

How to: Search the Knowledge Base Only

  1. In TeamDynamix, click on Knowledge Base in the blue ribbon
     
  2. Once Knowledge Base is selected, Search will now appear below it in the gray ribbon

    Image of the KB blue ribbon and the KB Search link
     
  3. Click on Search and type what you want to search in the Search field and select Enter. You may also specifically search a Category

    Image of KB search page with netid written in the search field, Categoy field is below it
     
  4. Here you will see your search results

    Image of netid search results
     

How to: Search the Knowledge Base Catalog

  1. In TeamDynamix, click on Knowledge Base in the blue ribbon
     
  2. Like the Service Catalog, the Knowledge Base is grouped into Categories and their related Articles

    Image of KB categories
     
  3. Locate and click the Category that is most relevant to your question
     
  4. Click on the Article that best matches your question

    Image of a list of articles under a category
     
  5. You will be taken to that Article's page where you will be given an in-depth explanation of that topic and any related Knowledge Base Articles

 

 

 

 

 

 

Details

Details

Article ID: 23603
Created
Tue 1/24/17 9:49 PM
Modified
Sun 1/29/17 6:10 PM

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