To use the application, you require at least Intrexx 8 with all
Online Updates.
1.1. Application
Import the file
"ix-knowledge-management.zip" that was downloaded from the
Application Store;
this contains the application and process.
Make sure the options "Import with application data" and "Import with
permissions" are activated.
1.2. License
Then enter your license key for the application.
1.3. Permissions
The application permissions can be assigned during the import.
We recommended creating the user groups
FA Information Adhoc Freigabe (can write an article and release it immediately)
FA Information Freigabeteam (permission for the release process, editing after the release)
After the import has finished, add the appropriate portal users as
members
of the corresponding groups in the
Users module.
1.4. Process
In the final step, import the included process.
2. Foreword
The professional application "Knowledge management" is an Intrexx application that meets the
requirements of administrations. It was developed in collaboration with the
Senate Administration for Finance in Berlin and the City of Oldenburg.
Information can be written in the form of articles. As a standard feature,
the element for entering the text provides a wide range of options for
formatting and arranging text and images in an article. Content can be reviewed
by a team of your choice and then released. The user accesses the articles via
the search and can also search for specific content in the tree structure that
is sorted thematically. Thanks to the rating system and comment function, you
can always see which articles are the most helpful. The application also
provides the option of allowing anonymous users to submit their rating.
3. "Start" menu
Articles can be search for directly using the Intrexx element
search
which is found on the start page of the application. This search takes titles as well as
content into account. By default, the search is configured in such a way that
only released articles can be searched for and found, if the release
process has been activated. The portal-wide search is also active by default.
Hits are shown beneath the search field. Click on the title of a hit
to open the corresponding article.
3.1. Article
The heading, article text and information about the creation of the article
are shown on this tab. The article can be rated here. Furthermore, you can
see if other documents have been assigned to the same
category.
3.2. Documents
Every document that has been added to this article
is shown here.
3.3. Comments
The article can be commented on here.
3.4. Edit
With the corresponding permission,
articles can be edited and revised here. You can denote whether corrections
were made in terms of grammer and/or content. Every time an article
is edited, a new version will be created.
3.5. Edit documents
With the corresponding permission, attached documents
can be added or removed.
3.6. Archive
Articles can be archived here.
3.7. Delete
Articles can be deleted here.
3.8. Versions
All versions of the current article can be accessed via the buttons
at the bottom of this area.
3.10. Details of versions
The status of each article version can be seen here.
4. "Settings" menu
The release process and the immediate release can be activated/deactivated
here. You can also allow anonymous ratings for articles, meaning a user
can submit a rating even if they are not logged in.
The directory structure can be activated if required. To do this, click
on the "Edit" link in each case. If the directory structure has been activated,
the current directory structure will be displayed beneath the setting.
This can be edited
as usual.
5. "New article" menu
The heading and article text can be entered here. You have the ability to
attach documents at the bottom. When you are finished, click on "Save".
If the directory structure has been activated in the settings,
the article can be assigned to a folder in the second step.
Select the folder and then click on "Save". The article is now in the
release process.
6. "My articles" menu
All released and active articles written by you are shown here.
Click on "My articles awaiting release" to see the list of your articles
that are currently in the release process. Provided you have
permission,
you can edit the article by clicking on "Edit".
7. "Directory structure" menu
Here, articles can be filtered based on whether they have been assigned
in the directory structure, not been assigned or whether they are no
longer assigned. You can switch between "My articles" (your own articles)
and "All articles".
8. "Directory home" menu
All released articles are shown in the tree structure here.
If you click on a folder, the articles that this folder contains
are shown on the right.
9. "Release and administration" menu
All articles awaiting release are listed here.
Click on "Edit".
Activate the setting "Reviewed - release article" to release the article.
You can access all archived and active
articles via the other tabs. On the "Editor" tab, the selected
article(s) can be assigned to another user - e.g. when an employee
has left the company and their articles should be assigned to a
different employee. On the "Search" tab, you can search in
archived, released or all articles.