Article Creation Quick Start Guide

Overview

Quick-start guide on how to create KB articles inside of the TDX application. 

Glossary

  • TDX - TeamDynamix
  • KB - Knowledge Base
  • Contributor - Handful of people chosen in each department and division for creating articles
  • Approver - Division heads and those chosen to approve articles that are created for the rest of the organization to view

Tools and Materials Needed

  • Access to the TDX platform as a Knowledge Contributor or a Knowledge Approver 

Steps to Follow (Repeat or rename as needed for multiple step sections)

Go to Knowledge Base

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Select your Department Category

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Select the appropriate type of article category: Policy / Procedure or How-To

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Click New Article

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Add Subject like "Update HealthCare Info"

 

Click Templates

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Fill out body of article, following the template

 

Set Status to Submitted

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Set Review Date and check the box to be notified

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Ensure you are the Owner and are notified on feedback

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Check the Review boxes and click Save

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Contact Information

For further information or assistance, contact your designated Approver or the Service Desk.

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