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Admin Area (Back-End); Common Actions
This article describes the Admin area home page and reviews the standard information you see and actions you can perform throughout the Admin area.
When you log in to the Admin area you see the Home page:
This page has three tabs: Dashboard, Statistics, and Set Up Tests.
To adjust the information that appears on the Dashboard or Statistics tab, select that tab, then click the Customize this Page button. In the form that appears check the check boxes beside the information that you want to display. Any changes you make take effect when you dismiss the form.
This tab displays a summary of content created by or assigned to you, including your articles and files in draft form, published articles, and articles and files assigned to you for approval. The content is grouped within each category by status. Click any link to see a detailed list of the content in that category and status.
This tab displays counts of articles, files, and users in various categories. Click on any link to see more details. If you are logged in as an Admin user, you see information for the whole knowledgebase; otherwise you see statistics for your own articles and files only.
Set Up tests tab
The Set Up tests tab lets you review how your knowledgebase is set up, and test that all elements are working as they should. See Set Up tests.
Common actions in the Admin area
This section reviews information you can see and actions you can take in the Admin area of KBPublisher. The image shows the article screen because it has the most functionality, but the explanations are applicable for working with files and feedback in the knowledgebase as well.
The main section of the display is a list, in this case of the articles in your knowledgebase.
Right-click any item in a list in the Admin area to display a context menu. From that menu you can select options like opening the link you clicked in a new window.
For many columns, you can sort the list by the values in that column by clicking the column header. Click again to reverse the sort order.
You can filter the list using one or all of the fields at the top of the tab:
Click the > button to filter the list. To return to the full list, remove entries to all filter fields and click > again.
To create a new record, click Add new and complete the form that appears.
You can adjust how many items appear on each page by changing the number in the Records per page field. You can browse from page to page using the << and >> buttons, or by choosing a number from the Pages dropdown list.
The display gives you information about each article (in this example), including:
You can perform certain actions on the articles in the list. Click the icon in the Action column for an article and choose from the available options, such as Preview and Edit.
You can also perform some actions, such as Set Status, on several articles at the same time. To do this, check the check box at the left end of the row for each article you want to act on, and pick the action from the Actions with selected menu at the bottom of the list.