Show 

Home > Customer Portal > Self Help > Self Help

Self Help

self_help.png

The Self Help tab provides the Customer with a single-point access to the Knowledge Base and if enabled, Forums. To automatically receive updates to Knowledge Base Articles associated with Types of Items they own, Customers can subscribe to RSS feeds.


self_help_tab.png

 

By default the screen displays the Knowledge Base option including:

To access the information related to the Articles and FAQs listed in the boxes, click on the appropriate hyperlink.

 

Information provided to Customers is filtered based on Item ownership. That is, Knowledge Base content is only accessible relevant to Items (Categories and Types) that Customers own directly, or via shared ownership through an Organizational Unit or Global assignment.

 

To search the Knowledge Base Articles, within the Search window:

  1. Select a relevant Item Type
    Associated Classifications are displayed.

    search_type.png 

  2. Refine the search by selecting a Classification, if required

  3. Enter any known or relevant terminology in the Search Text field
    (See: Full Text Search.)

  4. Click inline_search.png.
    The search results are displayed. To clear any entered information, select inline_reset.png.