Knowledge Management Overview

Purpose

The Knowledge Management screen is the main workspace to manage categories, import/export data, and run library-level actions.

Main sections

• Search: Quickly filter categories by name.
• [...] menu on each category:
  • Details: Open records inside the category.
  • Edit: Update name, description, and setup.
  • Duplicate: Create a copy from an existing category.
  • Delete: Remove the category and related data (if applicable).

Quick actions

• Export Excel: Export categories for reporting or backup.
• Import from Excel: Bulk import data; Smart Mode can infer relationships from rows that contain multiple category values.

Excel import notes

• Use the system template whenever possible.
• Follow the column format: Category Name - Field Name.
• Choose duplicate handling carefully:
  • Overwrite existing items
  • Skip existing items