Using Operational Technology Knowledge Management

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Operational Technology Knowledge Management

    Operational Technology Knowledge Management enables you to manage knowledge articles related to Operational Technology (OT) incidents. It allows you to create, edit, and retire articles tailored to your team's needs, particularly in conjunction with the Operational Technology Incident Management application.

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    Key Features

    • Knowledge Article Management: Easily publish, update, and retire knowledge articles. Two workflows are available: with approval (Approve Publish/Retire) and without approval (Instant Publish/Retire).
    • Article Creation: Create articles from OT incident records or independently to document procedures, lessons learned, and troubleshooting steps.
    • Knowledge Accessibility: Access articles via the Knowledge module in the Industrial Workspace, within the Agent Assist window during an OT incident, or through global search.
    • Feedback and Updates: Incorporate user feedback to enhance existing articles and ensure up-to-date content.

    Key Outcomes

    By implementing Operational Technology Knowledge Management, your team can improve incident resolution efficiency, ensure that critical knowledge is documented and easily accessible, and maintain an up-to-date knowledge base that supports operational excellence. You can also identify and address knowledge gaps effectively, fostering continuous improvement within your OT processes.

    After you complete all the required set-up tasks for Operational Technology Knowledge Management, you can begin managing knowledge articles that are related to Operational Technology (OT) incidents.

    Operational Technology Knowledge Management overview

    By using  Operational Technology Knowledge Management, you can create, edit, and retire knowledge articles depending on the needs of your team. When used with the Operational Technology Incident Management application, you can browse articles that are related to an incident and create articles from an incident.

    The following examples show how to apply  Operational Technology Knowledge Management to your team:

    • An OT engineer with several years of experience wants to capture their OT device knowledge in one place for guide workers and junior technicians.
    • Front-line workers and technicians responsible for production process operations have noticed an issue on the factory floor and need a knowledge article that explains remediation.

    Basic Operational Technology Knowledge Management Process

    The following workflow describes the basic process for Operational Technology Knowledge Management.
    Figure 1. Basic OT Knowledge workflow
    Basic OT Knowledge Management workflow that describes the user creating a knowledge base, the knowledge article being added to the knowledge base, and other users using the knowledge article.

    Publish a knowledge article

    The following workflow describes how a knowledge article is created and published both with (Approve Publish) and without (Instant Publish) approval.
    Figure 2. Publish workflow
    The two available Publish a knowledge article workflows where the user can either immediately publish an article or the article needs to be approved by a manager or expert.

    Retire a knowledge article

    The following workflow describes how a knowledge article is retired both with (Approve Retire) and without (Instant Retire) approval. The Instant Retire workflow lets you retire articles immediately without needing an approval. The Approval Retire workflow sends an approval request to knowledge managers or experts to make sure that retiring the article is necessary.
    Figure 3. Retire workflow
    The two Retire a knowledge article workflows where the user can retire an article either with an approval from a manager or expert, or they can retire it without approval.

    Review and approve changes to a knowledge article

    The following workflow describes how an existing knowledge article is updated with user feedback.
    Figure 4. User feedback workflow
    Knowledge article is updated and republished with a user feedback workflow.

    Knowledge articles

    Knowledge articles provide information about workplace updates, self-help, troubleshooting steps, and other information that your OT team must access. For example, you can create the following knowledge articles for the following cases:

    • A standard operating procedure template used throughout your organization.
    • Lessons learned during an incident.
    • An image that annotates the different production materials.
    You can view the knowledge articles in the Industrial Workspace in the following ways:
    • Under the Knowledge module in the Industrial Workspace list view.
    • In the Agent Assist window when you open an OT incident.
    • Using the global search feature in the Industrial Workspace header.
    Under the Knowledge module in the Industrial Workspace list view, you can view knowledge articles in the following lists:
    Note:
    You must be assigned the knowledge role to see these list modules in the Industrial Workspace.
    Your unpublished articles
    The articles you’ve created that aren’t yet published in the OT knowledge base.
    Your published articles
    The articles you’ve created that are published to the OT knowledge base.
    All articles
    All articles that are available in the OT knowledge base.