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Documentation

Knowledge Base, Employee Portal & Self-Service

Provide articles, search, portal access, request tracking, and self-service tools that reduce support demand.

Configuring Knowledge Base Categories

Why It Matters Well-structured Knowledge Base (KB) categories make it significantly easier for agents to save ticket resolutions correctly and…

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Controlling Article Visibility & Access in ITSM

Why It Matters Not all documentation is meant for everyone. Restricting visibility ensures end-users only see helpful FAQs, while sensitive…

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Create and Publish Knowledge Articles

Why It Matters Knowledge articles help your team document common fixes, answer repeated questions, and give employees a self-service resource…

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Creating Public vs. Internal Knowledge Base Articles

Why It Matters Separating internal IT documentation from public-facing employee guides ensures your technicians have access to sensitive server passwords…

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Embedding Media within Knowledge Base Articles

Why It Matters Text-heavy articles can overwhelm users and lead to abandoned self-service attempts, which ultimately creates more routine tickets.…

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Getting Started with the ITSM Knowledge Base

Why It Matters A well-organized Knowledge Base (KB) acts as the single source of truth for both IT staff and…

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Import Knowledge Base Articles from SharePoint

If your IT team already keeps troubleshooting guides, how-to documents, and standard operating procedures in Microsoft SharePoint, you can bring…

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Link Knowledge Base Articles to Tickets

Why It Matters Linking knowledge base articles to tickets helps agents reuse approved solutions, share helpful instructions with requesters, and…

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Managing Version Control for Knowledge Base Articles

Why It Matters As company procedures evolve, keeping an exact audit trail of who edited an article prevents lost knowledge.…

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Searching the Knowledge Base for IT Solutions

Why It Matters Finding your own answers through the Knowledge Base saves you from waiting in the IT support queue,…

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Submitting a Support Ticket via the Employee Portal

Why It Matters Submitting a detailed ticket through the official portal ensures the IT team receives all the necessary information…

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Tracking Your Support Tickets in the Employee Portal

Why It Matters Having a centralized place to check your own ticket status keeps you instantly in the loop and…

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Turning Resolved Tickets into Knowledge Base Articles

Why It Matters Resolved tickets often contain useful fixes that other employees may need later. Turning these resolutions into knowledge…

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