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06-12-2024 07:26 AM - edited 06-12-2024 08:13 AM
This article serves as a quick primer on the differences between ServiceNow Knowledge Management and ServiceNow Document Management. For more information on each product's features, see the respective product documentation.
Product documentation: Knowledge Management
Product documentation: Document Management
Knowledge Management
Enables the sharing of information via a knowledge base(s). Knowledge bases contain articles that provide users with information such as self-help, troubleshooting, task resolution, FAQs, best practices, policies, etc.
Goal: Aimed at sharing knowledge and information that can help users solve problems, learn processes, and adhere to best practices.
Document Management
Feature |
ServiceNow Knowledge Management |
ServiceNow Document Management |
---|---|---|
Purpose | Capture, structure, and share knowledge within the organization. | Store, manage, and share documents and files securely within the organization. |
Types of Content |
|
|
Content Format | Primarily textual information structured as articles or guides. | Various file formats such as PDFs, Word documents, Excel spreadsheets, and PowerPoint presentations. |
Usage | Sharing knowledge and information to help users solve problems, learn processes, and adhere to best practices. | Storing and organizing files and documents for secure retrieval and sharing. |
Examples in Context | An IT support agent looking up an article on how to troubleshoot a specific software issue. | A project manager accessing the project plan document to update the project timeline. |
Common types of knowledge articles
- How-to articles – Step-by-step instructions for completing a task
- Known error articles - Provides information on error, root cause, workaround or resolution and affected systems or processes.
- FAQs - Address common questions and issues that users may encounter
- Troubleshooting guides – Offer detailed procedures for diagnosing and fixing problems
- Best practices – Share recommended best methods for performing tasks or development
- Policy documents – Provide guidelines and rules that must be followed, a good candidate for Knowledge Document plugin if stored in Managed Documents
- Release notes – Inform users about new features, enhancements, and fixes in products and software
- Reference guides – Provide detailed information users can refer to when needed.
- Glossaries – Acronym dictionary or company-specific jargon
What about articles such as procedures and policies that can be used for both?
We have a Knowledge Document plugin that allows for documents that are stored in Managed Documents to create and link to a knowledge article. The article will contain the document as an attachment. The document is maintained within Managed Documents, and there is an option to update the article from the document. For more information see the product documentation.
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Interested how this guidance/approach meshes with the ServiceNow GenAI strategies and technology being delivered.
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When you say securely managed what locks it down? Is it ServiceNow access settings by person or assignment/ ownership group? Just trying to figure out if we would need any additional work to be undertaken regards out current set up for Knowledge.
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Hello,
This is a great article of information. I'm curious how you would add ServiceNow Policy Management module into this information as well as those are different records where the policy text is stored.
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Hello @Ashley Snyder @ could you please advise on the difference between Document management module and the Managed documents? Thank you
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@Alpa82 someone has made a comparison article to address that question.
https://www.servicenow.com/community/servicenow-ai-platform-blog/document-management-versus-managed-...
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Do companies use knowledge management to maintain policies or do they use it in addition to document management for employees to consume the policies? I was wondering if the knowledge module would be a good place for the official policy.
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Our company uses the IRM - Policy Management module to maintain document control and maintenance in order to meet the various laws and regulations we adhere to. The Policy Management module then uses the Knowledge Bases to make the document accessible to end users.