Reports on Expired Articles
Note: Full-Time staff pulls the monthly report from TeamDynamix.
- Select the tab labeled University IT Tickets > My Team’s Currently Expired Knowledgebase Articles (located on left side panel).
- Click on Run Report.
- Once the report has populated, under the Actions tab, select Export to Excel.
Preparing Excel Spreadsheet
- Columns E-J will need to be Deleted.
- Add a column next to column D labeled Update Needed (Column E). Next to that column, add a column labeled Initials (Column F).
- Rename the current tab to the “Month Year” format.
Reviewing Expired Articles
To review an expired article from the Excel spreadsheet, select the hyperlink in the Subject column. Then, walk through the article to make sure the information is accurate, current, and easy to follow.
If there are no changes needed in the article, return to the Excel spreadsheet and label the article in column E with NC (meaning “No Changes”) as well as column F with your initials.
If there are necessary changes to the article, click on the green Edit Article button on the right side of the screen.
Then, the editor will open. Make the necessary changes, scroll to the bottom of the screen, note the changes you made in the "Draft Summary" box, then click "Save as Draft." Remember to add your initials to column F.
Once all articles have been reviewed, full-time staff will review and approve the articles, then the articles will then be removed from their current tab and relocated to a new tab labeled “Send to Tech Writers – Current Month”.