Capture a knowledge entry
Under “New entry”, record what you know, with title, explanation, source, department and visibility scope.
Purpose
A knowledge entry makes experience permanent and findable. The mandatory “Source” field ensures that everyone can later trace where a statement comes from.
How it works
- Open “Knowledge” in the left column.
- Under “New entry”, enter a “Title” and the “Explanation”, typed or via “Record by voice”.
- Under “Source”, state where the knowledge comes from, for example “conversation with purchasing on 20 Oct”.
- Choose a “Department” or leave “No department”.
- Under “Who may see it?”, choose the visibility scope: “Department”, “Entire company” or “Restricted”.
- Leave the “Submit for review right away” checkbox ticked or untick it.
- Click “Save”. “Saved.” appears.
Recording
“For rush orders I first ask production, then the approval office.”
New entry
Approving rush orders
- Source
- Conversation with purchasing
- Who may see it?
- Department
Reviewed by a second person
Reviewed knowledge
Fig. 1 A spoken sentence becomes a knowledge entry with source and visibility scope. After review by a second person it is approved and appears in reviewed knowledge.
The fields in detail
- “Title”: 3 to 250 characters. Phrase it the way someone would search for it.
- “Explanation”: 5 to 30,000 characters. This is where the actual knowledge goes.
- “Source”: 2 to 400 characters, mandatory. Conversation, document, experience, date.
- “Department”: one of the organization's departments or “No department”.
- “Who may see it?”: “Department” is preselected.
- “Submit for review right away”: ticked by default.
The path of an entry
- “Draft”: saved without the checkbox or returned from a review. Only you yourself as well as the owner and administration see it.
- “In review”: submitted. It is waiting for approval by a second person.
- “Approved”: reviewed. It appears under “Reviewed knowledge” for everyone the visibility scope allows.
- “Archived”: removed from all lists, but not deleted.
My entries
Your own entries that are not approved appear under “My entries” with their status. For a “Draft”, you submit it there with “Submit for review”; “Submitted for review.” appears.
An entry cannot be edited in the interface after saving. For a correction, create a new entry; an authorized person archives the old one.
Think of department and visibility scope together
The visibility scope “Department” only works together with a chosen department. Without a department, after approval such an entry can only be read by you, the owner, administration and executive management. “Restricted” without a department is seen only by you, the owner and administration.
Tips
A good source names the person, the occasion and the date; that helps the reviewer and every later reader.
One entry per fact: search finds short, clearly titled entries better than long collective texts.
Frequently asked questions
Is the source mandatory?
Yes. Without a source an entry cannot be saved; it must be at least 2 characters long.
Who sees my entry before it is reviewed?
As a draft, only you, the owner and administration. In review, additionally executive management and the head of the chosen department.
Can I change an entry afterwards?
Not in the interface. For a correction, create a new entry and have the old one archived.
Related features
As of: · Concept & lead: Alexander Holtermann
