Suggest a KB Entry
Submit field knowledge for office review without publishing it.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Suggest a KB Entry is for and choose the correct next action.
Safety and data checks
- • Never include customer identifiers, passwords, alarm codes, payment data, or unsafe instructions.
Complete the task
- 1Navigate
Open Suggest a KB Entry
Use the Hub navigation to open Suggest a KB Entry. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultSuggest a KB Entry is open and its page heading is visible.
- 2Review
Understand what belongs here
Add KB Entry captures a technician’s problem and solution as a proposal that must be reviewed before publication. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Gather the exact symptom, equipment, observed cause, safe solution, evidence, and customer-neutral wording. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Type or dictate the entry, remove private customer data, review the transcription, and submit for review. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Never include customer identifiers, passwords, alarm codes, payment data, or unsafe instructions. This orientation ends before any irreversible or customer-facing submission.
Never include customer identifiers, passwords, alarm codes, payment data, or unsafe instructions.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.