You can define preferences that help you work with information in Knowledge Management. The Preferences Settings window opens when you do either of the following:
In General Settings, the following fields require explanation:
Specifies whether to reduce the number of new browser windows opened by displaying new forms in the main browser window whenever possible.
Default: Cleared.
Note: If this option is selected, the Back to List button can be used to navigate from detail forms back to the previously displayed list window. The Back to List button appears in the upper right-hand side of the window.
Displays the score count as left-justified.
Specifies whether to keep the Log Reader window open when you select the Close All Popups command from the Window menu and after you log off of Knowledge Management. This setting has no effect when the Log Reader window is not open.
Default: Selected.
Specifies whether to open new popup windows with the same dimensions as the most recently resized popup window.
Default: Selected.
Note: If you set Preserve Popup Size to on (checked), and you maximize a popup window, subsequent popup windows may cover any other window you may have open. However, new popup windows appear slightly off the screen, to the right and down. This is because there is a 10 pixel (left and top) offset for popups - so that they do not completely overlay the currently displayed window. It is recommended that you do not maximize popup windows when using the Preserve Popup Size option.
When this box is checked, a menu appears when the mouse pointer is over its link. A mouse click is not required. This setting requires that you to reload any active forms for it to take effect.
Selecting this preference modifies behavior for optimal use with a screen reader for blind and limited vision users. You must log off and log back on again after changing this preference. From the Help menu, select Screen Reader Usage for an overview of using CA SDM with a screen reader.
When this box is checked, the default role assigned to a Contact or a Contact's Access Type is used.
In Knowledge Search Document Settings, the following fields require explanation:
Specifies the default type of search to perform. Select one of the following options:
Select this option to search for the specified keywords in the Title, Summary, Problem, and Resolution fields of documents.
Select this option to search for the specified keywords in the Problem fields of documents.
The Search Type field displayed when you click Show Filter in the Knowledge Document List pane overrides this setting.
Default: Keyword Search.
Specifies the default method for text matching during a search. Select one of the following options:
A match occurs if the product finds any of the words specified in the Keywords for Advanced Search box in a document.
A match occurs only if the product finds all of the words specified in the Keywords for Advanced Search box in a document.
A match occurs only if the product finds the exact phrase specified in the Keywords for Advanced Search box in a document.
The Match Type field displayed when you click Show Filter in the Knowledge Document List pane overrides this setting.
Default: Any of the Words (OR).
Specifies the default method by which the product searches documents. Select one of the following options:
The search retrieves only documents that contain the entire words entered.
The search retrieves documents that contain the entire words entered or words that begin with the words entered. For example, a search for the word "print" also returns documents containing the words "printer" or "printing".
The Match field displayed when you click Show Filter in the Knowledge Document List pane overrides this setting.
Default: Whole words.
Specifies the default property by which to sort documents retrieved. The Order By field displayed when you click Show Filter in the Knowledge Document List pane overrides this setting.
Default: Relevance.
Specifies which document fields to search for specified keywords. When you click Search, the product returns only documents that contain the specified keywords in the fields specified by the selected Search In check boxes. Select any combination of the following check boxes:
These check boxes only display when Keyword Search is the selected search type. If you select Natural Language Search from the Search Type list, the Search In check boxes do not display and the product only searches the Problem fields of documents.
Default: All check boxes are selected.
In Knowledge Document List Settings, the following fields require explanation:
Specifies the number of documents (25 or 50) to display on each page of the Knowledge Document List pane.
Default: 25.
Specifies whether detailed information displays in the Knowledge Document List pane on the Knowledge tab.
Select the check box to display the following default information:
Clear the check box to display only the document title.
Default: The check box is selected.
In Knowledge Categories Document List Settings, the following fields require explanation:
Specifies the number of documents (25 or 50) to display on each page of the Knowledge Document List pane.
Default: 25.
Displays two lists with which you can define the properties that display for each document in the Knowledge Document List pane on the Knowledge Categories pane of the Administration tab.
Default: Document ID, Owner, Assignee, Modify Date, and Document Status display in the Selected list.
Note: Choosing attributes different from the Preference default may impact performance. If you believe that extra display columns are needed, contact the system administration and ask them to use the Web Screen Painter utility to modify the default page columns for the Document List page.
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