Create a knowledge base article about procurement

Create a knowledge base article about procurement so that you can share procurement information and policies with your employees and procurement team.

Before you begin

Role required: sn_spend_psd.agent, sn_spend_psd.psd_admin

Procedure

1. Navigate to All > Procurement Case Management > Knowledge.
2. Select Create New Article.
3. On the form, fill in the fields.
   

   Field	Description
   Number	System-generated unique identifier for the request.
   Knowledge base	Knowledge base to which this article belongs.
   Category	Category of the article such as procurement policy. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements.
   Valid to	Validity of the article.
   Article type	Type of article such as HTML.
   Workflow	Status of the article.
   Source Task	Name of the article source.
   Attachment link	Link to attachments.
   Display attachments	Display of attachments in the article. When you do not select this option, the article does not display the attachments.
   Short description	Short description of the article.
   Article body	Detailed description of the article.

4. Optional: To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.
5. Do one of these actions.

   Action	Description
   Submit	To submit an article for review, select Submit.
   Save	To save an article, from the Additional actions menu, select Save.

What to do next

• View your submitted articles by navigating to Knowledge > My Knowledge Articles
• Track the progress of your article from My Knowledge Articles.
• Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.
• Monitor the performance metrics of your article by navigating to Procurement Case Management > PSM Dashboards.