{"id":40116,"date":"2018-11-06T10:47:42","date_gmt":"2018-11-06T02:47:42","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=40116"},"modified":"2024-06-17T15:17:14","modified_gmt":"2024-06-17T07:17:14","slug":"knowledge-management","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/knowledge-management\/","title":{"rendered":"Knowledge Management"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to versions 4.6.2 and later of IFS OI Explorer. For more, see <a href=\"#Release_History\">Release History<\/a>.<\/p>\n<h2 class=\"page-subheading\">Overview<\/h2>\n<p class=\"overview\">Knowledge Management is used for capturing and sharing knowledge about a public display (page or trend), or for an area of a page.<\/p>\n<p class=\"intro-text\">The default Knowledge Management fields are:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Purpose:<\/strong> What this display, area or specific component is intended for.<\/li>\n<li><strong>Instructions:<\/strong> Any special instructions applicable to this display, or this area of the page.<\/li>\n<\/ul>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39961 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic.png\" alt=\"\" width=\"413\" height=\"472\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic.png 413w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic-131x150.png 131w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic-21x24.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic-32x36.png 32w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-Overview-Pic-42x48.png 42w\" sizes=\"auto, (max-width: 413px) 100vw, 413px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Open Knowledge Management<\/h2>\n<p class=\"intro-text\">Access <strong>Knowledge Management<\/strong> by clicking the info button on a <a href=\"#From_the_Info_Button_on_a_Trend_Ribbon_Tab\">trend ribbon tab<\/a>, <a href=\"#From_the_Info_Button_on_a_Page_Ribbon_Tab\">page ribbon tab<\/a>, or from a <a href=\"#From_an_Info_Button_on_a_page\">page's info button<\/a>, to open the <strong>Explore<\/strong> panel.<\/p>\n<p class=\"intro-text\">For displays (trends and pages), the Explore panel contains the following sections:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Page Summary\/ Trend Summary<\/strong><\/li>\n<li><strong>Knowledge Management<\/strong><\/li>\n<li><strong>Commentary<\/strong><\/li>\n<\/ul>\n<p class=\"intro-text\">For an area of the page, the Explore panel contains the following sections:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Knowledge Management<\/strong><\/li>\n<li><strong>Commentary<\/strong><\/li>\n<\/ul>\n<h3>From the Info Button on a Trend Ribbon Tab<\/h3>\n<p class=\"intro-text\">Each trend contains Display information, which includes a Knowledge Management section.<\/p>\n<p class=\"instruct\">Click the Info Button on the Trend Ribbon tab.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39964\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2.png\" alt=\"\" width=\"1000\" height=\"444\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2.png 1425w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-768x341.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-150x67.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-1280x568.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Trend-Info-Button-2-48x21.png 48w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/display-information\/\">Display Information<\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>From the Info Button on a Page Ribbon Tab<\/h3>\n<p class=\"intro-text\">Each page contains Display information, which includes a Knowledge Management section.<\/p>\n<p class=\"instruct\">Click the Info Button on the Page Ribbon tab.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39966\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3.png\" alt=\"\" width=\"1000\" height=\"569\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3.png 1294w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-768x437.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-150x85.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-1280x728.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-for-a-page-3-48x27.png 48w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/display-information\/\">Display Information<\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>From an Info Button on a page<\/h3>\n<p class=\"intro-text\">The Info Button control is a small, clickable button positioned on an Explorer page by a page designer, usually alongside the area or control that it is describing. There can be several of these on a single page.<\/p>\n<p class=\"intro-text\">The Info Button is used to share contextual information for an area of your page. This information is available to all users of the page, for viewing or editing.<\/p>\n<p class=\"instruct\">Click an Info Button on a page.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39968\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button.png\" alt=\"\" width=\"1000\" height=\"569\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button.png 1294w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-768x437.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-150x85.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-1280x728.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/KM-from-Info-Button-48x27.png 48w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-the-info-button\/\">Using the Info Button<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Edit Knowledge Management<\/h2>\n<p class=\"intro-text\">1. To edit the Knowledge Management fields for a display, or for an area on a page, click <strong>Edit<\/strong> in the <strong>Knowledge Management<\/strong> section.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39970 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit.png\" alt=\"\" width=\"1008\" height=\"561\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit.png 1008w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit-768x427.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Edit-48x27.png 48w\" sizes=\"auto, (max-width: 1008px) 100vw, 1008px\" \/><\/a><\/p>\n<p class=\"intro-text\">2. Edit the Purpose, by typing in the <strong>Purpose<\/strong> edit box.<\/p>\n<p class=\"intro-text\">3. Edit the Instructions, by typing in the <strong>Instructions<\/strong> edit box.<\/p>\n<p class=\"note\">Note: Live Preview only applies to version 4.6.2. In later versions, mentions are supported natively and a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">text format toolbar<\/a> is also available.<\/p>\n<p class=\"intro-text\">4. Click <strong>Save<\/strong>.<\/p>\n<p class=\"intro-text\">5. Close the Explore panel.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39971 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields.png\" alt=\"\" width=\"1052\" height=\"660\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields.png 1052w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields-768x482.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields-150x94.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields-24x15.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields-36x23.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-KM-fields-48x30.png 48w\" sizes=\"auto, (max-width: 1052px) 100vw, 1052px\" \/><\/a><\/p>\n<h3>Hashtag Entities in Knowledge Management<\/h3>\n<p class=\"intro-text\">When adding or editing a Knowledge Management field, you can type in the <strong>hash #<\/strong> symbol, followed by one or more characters, then choose an <strong>entity<\/strong> from the list of Explorer entities.<\/p>\n<p class=\"intro-text\">When you add an entity to a Knowledge Managment field by using the # symbol, the entity name appears, prefixed by its primary template icon, in a pill in the field. If there is no icon, then the standard entity <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39997 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image008.png\" alt=\"\" width=\"15\" height=\"13\" \/> icon is shown. The entity name is in blue, indicating that it is a hyperlink.<\/p>\n<table>\n<tbody>\n<tr>\n<td><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39998 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image009.png\" alt=\"\" width=\"63\" height=\"23\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image009.png 63w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image009-24x9.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image009-36x13.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image009-48x18.png 48w\" sizes=\"auto, (max-width: 63px) 100vw, 63px\" \/><\/td>\n<td><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39999 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image010.png\" alt=\"\" width=\"135\" height=\"26\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image010.png 135w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image010-24x5.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image010-36x7.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Explorer-4.6.1.-release-notes-image010-48x9.png 48w\" sizes=\"auto, (max-width: 135px) 100vw, 135px\" \/><\/td>\n<\/tr>\n<tr>\n<td><em>An entity with a well icon<\/em><\/td>\n<td><em>An entity with the standard entity icon<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40114 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field.png\" alt=\"\" width=\"420\" height=\"621\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field.png 420w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field-101x150.png 101w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field-16x24.png 16w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field-24x36.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-in-KM-field-32x48.png 32w\" sizes=\"auto, (max-width: 420px) 100vw, 420px\" \/><\/a><\/p>\n<p class=\"instruct\">Click an entity pill to open that entity\u2019s details (overview and commentary) in the <strong>Explore<\/strong> panel.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/entity-details\/\">Entity Details<\/a><\/p>\n<h3>Live Preview<\/h3>\n<p class=\"intro-text\">When you edit a Knowledege Managment field, a <strong>Live Preview<\/strong> tab appears below the edit box, showing the entities in pills, if any have been used.<\/p>\n<p class=\"note\">Note: Live Preview only applies to version 4.6.2. In later versions, mentions are supported natively and a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">text format toolbar<\/a> is also available.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40129 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1.png\" alt=\"\" width=\"405\" height=\"463\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1.png 405w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1-131x150.png 131w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1-21x24.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1-31x36.png 31w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Entity-pill-in-live-preview-1-42x48.png 42w\" sizes=\"auto, (max-width: 405px) 100vw, 405px\" \/><\/a><\/p>\n<p class=\"intro-text\">After saving, the pills appear as they did in the <strong>Live Preview<\/strong>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40128 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1.png\" alt=\"\" width=\"404\" height=\"398\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1.png 404w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1-150x148.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1-24x24.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1-36x36.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/entity-pills-in-KM-field-1-48x48.png 48w\" sizes=\"auto, (max-width: 404px) 100vw, 404px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Unsaved Changes<\/h2>\n<p class=\"intro-text\">If you are editing the Knowledge Management fields for an Info Button or for a page or trend's Display information, and then open the Explore panel for another item (for example, you click on a different Info Button), you can still manage your unsaved changes. This feature is useful if you want to check on some background or get further information, before saving your changes.<\/p>\n<table style=\"height: 633px;\">\n<tbody>\n<tr style=\"height: 609px;\">\n<td style=\"height: 609px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39973 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button.png\" alt=\"\" width=\"716\" height=\"529\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button.png 716w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button-150x111.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button-24x18.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button-36x27.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/OPen-new-KM-for-Info-button-48x35.png 48w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><\/a><\/td>\n<\/tr>\n<tr style=\"height: 24px;\">\n<td style=\"height: 24px;\"><em>The Info Button's Knowledge Management is shown in the focused tab, while the edit tab for the page's Display information is in the background<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">You can click on the Edit <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Edit-icon.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39933 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Edit-icon.png\" alt=\"\" width=\"20\" height=\"19\" \/><\/a> tab, to show the unsaved changes.<\/p>\n<table>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39975 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1.png\" alt=\"\" width=\"664\" height=\"575\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1.png 664w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1-150x130.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1-24x21.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1-36x31.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Show-unsaved-changes-1-48x42.png 48w\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td><em>The Explore panel for the Info Button is in the background tab, while the unsaved changes for the Page is shown in the focussed edit tab<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">Click on the Information <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Info-icon.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39941 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Info-icon.png\" alt=\"\" width=\"18\" height=\"24\" \/><\/a> tab to view Knowledge Management for the currently selected item.<\/p>\n<table>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39976 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon.png\" alt=\"\" width=\"447\" height=\"476\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon.png 447w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon-141x150.png 141w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon-34x36.png 34w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Click-Explorer-icon-45x48.png 45w\" sizes=\"auto, (max-width: 447px) 100vw, 447px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td><em>Here the Explore panel for the currently selected Info Button Page is in the focussed tab, while the unsaved changes for the Page is in the background edit tab<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">If you start editing while there are unsaved changes in the background, the Edit tab for the unsaved changes gets focus.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog.png\" rel=\"lightbox-14\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39977 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog.png\" alt=\"\" width=\"311\" height=\"153\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog.png 311w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog-150x74.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog-24x12.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog-36x18.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/unsaved-changes-dialog-48x24.png 48w\" sizes=\"auto, (max-width: 311px) 100vw, 311px\" \/><\/a><\/p>\n<p class=\"intro-text\">An <strong>Unsaved changes<\/strong> dialog box appears, and you have the following choices:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Save<\/strong> <br \/>\nSave the unsaved changes, and the Edit tab disappears. The unsaved changes are saved, and you can now edit the current Knowledge Management fields.<\/li>\n<li><strong>Discard<\/strong> <br \/>\nDiscard the unsaved changes, and the Edit tab disappears. The unsaved changes are discarded, and you can edit the current Knowledge Management fields.<\/li>\n<li><strong>Cancel<\/strong> <br \/>\nThe Edit tab gets focus, with the unsaved changes.<\/li>\n<\/ul>\n<hr \/>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Saving Changes<\/h2>\n<p class=\"intro-text\">Remember that Knowledge Management is shared between users. When you save changes, this overwrites anything previously saved by another user.<\/p>\n<table style=\"width: 900px; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"padding: 10px;\"><em>'P2 User' views the Knowledge Management fields for a Page.<\/em><\/td>\n<td style=\"padding: 10px;\"><em>'P2 User' edits the Knowledge Management fields for the same page.<\/em><\/td>\n<td style=\"padding: 10px;\"><em>'P2 User 3' views the changed Knowledge Management fields for the page.<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change.png\" rel=\"lightbox-15\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39981\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change.png\" alt=\"\" width=\"330\" height=\"406\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change.png 401w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change-122x150.png 122w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change-20x24.png 20w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change-29x36.png 29w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Before-change-39x48.png 39w\" sizes=\"auto, (max-width: 330px) 100vw, 330px\" \/><\/a><\/td>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose.png\" rel=\"lightbox-16\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39980\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose.png\" alt=\"\" width=\"330\" height=\"391\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose.png 409w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose-127x150.png 127w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose-20x24.png 20w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose-30x36.png 30w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/Editing-purpose-41x48.png 41w\" sizes=\"auto, (max-width: 330px) 100vw, 330px\" \/><\/a><\/td>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change.png\" rel=\"lightbox-17\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39979\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change.png\" alt=\"\" width=\"330\" height=\"386\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change.png 408w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change-128x150.png 128w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change-21x24.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change-31x36.png 31w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/07\/After-change-41x48.png 41w\" sizes=\"auto, (max-width: 330px) 100vw, 330px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Copies of a Page<\/h2>\n<p class=\"intro-text\">When you save a copy of a page, by clicking the <strong>Save As<\/strong> button on the Page ribbon tab, the Info Buttons are copied to the new page; however, their Knowledge Management fields are empty in the new page, as is the page's Knowledge Management section.<\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Knowledge Management 4.6.2 (this release)\n<ul class=\"overview\">\n<li>This version of Explorer introduces <strong>hashtags #<\/strong> in the knowledge managment fields.<\/li>\n<li>Live Preview edit tab.\u00a0Note: Live Preview only applies to version 4.6.2. In later versions, mentions are supported natively.<\/li>\n<li>In version 4.6.4, a text format toolbar was added.<\/li>\n<\/ul>\n<\/li>\n<li class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/knowledge-management\/knowledge-management\/\">Knowledge Management 4.6.0<\/a>\n<ul class=\"intro-text\">\n<li class=\"intro-text\">Knowledge Managment first introduced.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"intro-text\">\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Knowledge Management is used for capturing and sharing knowledge about a display (page or trend), or for an area of a page.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/knowledge-management\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":8,"featured_media":39955,"parent":456,"menu_order":29,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[657,644],"class_list":["post-40116","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-information","tag-knowledge-management","Version-4-6-2","Version-4-6-4","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=40116"}],"version-history":[{"count":3,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40116\/revisions"}],"predecessor-version":[{"id":67272,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40116\/revisions\/67272"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/456"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/39955"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=40116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=40116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=40116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}