FAQ master management

You can open the FAQ master management via the Sales /Services / FAQs menu. Click in the Keyword field, and create a new FAQ record. Below, the most important attribute fields are briefly described:

Field

Meaning

Annotations, administration

Keyword

FAQ name, heading

Free input

Number

Unique FAQ number

Will be automatically assigned by the system in the form FAQ-yy.xxxxxx

Source

The reason which led to creating the FAQ, e.g., a service mission

Free input

FAQ type 1, type 2

Classification of the FAQ by any criteria, e.g., with software FAQs by the version

Selection of a predefined type; determined by the administrator.

Released

Release of a FAQ

On request, a release person needs to release an FAQ. See Release a FAQ.

Invalid

Marks an FAQ that is no longer valid, or archived

Free input

Products

Assignment to one, several or all products

Click on Product to select one from the neutral product catalog. If you do not assign anything, the system assumes that the FAQ is relevant for all prod­ucts (automatic selection of the dummy product "all products"). Product classes can also be selected if an FAQ applies to a whole group of prod­ucts.

Relevance

Indicates how often the FAQ was help­ful.

The relevance in percent is calculated by the system based on the accounting by service employees.

Question

Description of the problem

Free input

Answer

Description of the solution

Free input

Key words

Keyword list for the FAQ

Click on Select to choose from a list of suggested keywords.

Links

Link list for the FAQ

Click on Select to connect the FAQ to other FAQs or trouble code records.

Documents

Document list for the FAQ

Click on Select to associate relevant documents from the document database with the FAQ.

Additional data / com­ment

CLOB-comment field with timestamp

Here you can capture internal information, e.g., relevant changes.

Links to any documents from the document database as well as to other FAQs or trouble codes can be added to an FAQ. Execute the Select function in the Documents or Links field for this.

Release a FAQ

If FAQs are created, they should be checked and released by a specialist. For this, the administrator maintains a list with release per­sons. The FAQ form has a release flag that can only be set by a relese person.

After having created or changed an FAQ, the author requests it to be released using the Request release function. By means of a message, the specified or selected release persons are notified and release the FAQ using the release flag.

Info

Admin: Via the PSA_FAQ_RLS_PRS_DEF_ACC environment variable, you can define stan­dard groups that are then also granted permission to release FAQs.