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Add New Record page

Use the Add New Record page

  1. In Required Fields, change or add information as needed. Required fields: new KB record
  2. In Add to, for each KB in which you want to add the record:
    1. Check the box in front of the KB name.
    2. Select a status option. Status options: new KB record
    3. Select a Make Public option. Public access to KBs
  3. (Optional) In Optional Fields, change or add information as needed. Optional fields: new KB record
  4. (Optional) In Source Citation, change or add information as needed. Citation fields: new KB record
  5. Click Create Record. The QuestionPoint response varies:
    • If required fields are missing, it pops up a message that lists the missing fields. Click OK and complete the required fields.
    • If the record was added successfully to the KB, it displays a message that summarizes your action and shows the KB record number assigned to the record.
    • If you have more Add New Record pages to process, it displays the next one.
    • If you completed the last question selected from a question list, it displays the question list.
    • If you completed the last draft record, it displays a message that indicates the draft folder is empty.
    • If you added the record from an individual Full Question, it displays the Full Question.
    • If you added the record from a blank Add New Record page, it displays another blank one.

Notes

Click Question Detail to view the Full Question information in a separate window while you work.

Click a KB record number in the Other records for this Q&A area to view a KB record (if any) already added for the question.

Click Save Draft at any time to save a draft of the record without adding it to the KB. QuestionPoint saves and redisplays the draft. 

You can:

  • Continue to work on the draft
  • Go to another Add New Record page in a group of pages and then return to the draft
  • Complete the draft later in the Knowledge Base module (Knowledge Base > Add/Edit > My Drafts)

If you save a draft, you must add the record or save the draft again within 14 days. If you do not QuestionPoint deletes the draft after 14 days.

Parts of the Add New Record page

The Add New Record page lets you edit a new KB record before you add it to a KB. The page has several elements.

Navigation and information

The following elements let you navigate in a group of Add New Record pages and view related information.

element description note
Record x of y

Example: Record 1 of 3
This message shows the location of the current page within a group of Add New Record pages. This message appears only when you add records to a KB from a question list or a list of draft records.
Previous Click this link to go to the previous page in a group of Add New Record pages. This link does not appear when you are viewing the first page in the group.
Next Click this link to go to the next page in a group of Add New Record pages. This link does not appear when you are viewing the last page in the group.
Return to list Click this link to stop adding new KB records and return to a question list or My Drafts list. This link appears only when you add records to a KB from a question list or a list of draft records.
Q&A ID The question ID number of the question for which the record is being added. Click Question Detail to view the Full Question information in a separate window.
Other records for this Q&A This area appears if other KB records have been added for the question. It contains links to the other KB records. Click a KB record number to view a record in a separate window.

Actions

The following actions are available on the Add New Record page.

action description note
Create Record Click this button to add the new record to the KB when you finish editing it.  
Save Draft Click this button to save a draft without adding a record to a KB. When you click this button, QuestionPoint saves and redisplays the draft. Then you can continue to work on the draft. If you are working on a group of Add New Record pages, you can navigate to other pages in the group and then return to the draft. Or, you can return to the draft later. (Knowledge Base > Add/Edit > My Drafts).
Delete Click this button to delete the draft of a record without adding it to the KB. This button appears only when an Add New Record page has been saved as a draft.
Reset Click this button to remove any changes that you made to the page since you last saved it.  
Cancel Click this button to return to the Full Question without adding the record to the KB. This button appears only when you add a record to a KB from a Full Question.

Fields

The following groups of fields are included on the Add New Record page.

fields description note
Required Fields Fields that you must complete to add a new KB record. Required fields: new KB record QuestionPoint automatically copies information for some or all of these fields when you add a KB record from a question list or a Full Question. When you add a KB record from an answered question, QuestionPoint can usually copy information for all of the required fields.
Optional Fields Fields that make a record easier to search. You may complete one or more of these fields when you add a new KB record. Optional fields: new KB record QuestionPoint automatically copies information for some of these fields when you add a KB record from a question list or a Full Question.
Source Citation Citation information for the source of the answer or a source that could be consulted for further information. You may complete one or more of these fields when you add a new KB record. Citation fields: new KB record  

 

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