Knowledge Base

Now we're going to take a look at the Knowledge Base. System administrators, JD admins, and compensation manager have access to Knowledge Base.

If desired, you can see if another user has access to Knowledge Base. By clicking Impersonate, you could check to see whether they have access. In this example, we will impersonate Harry. You can see that Harry has a very limited view on the Home Page dashboard and that Knowledge Base is not visible either in his Quick Links nor do we see it when we click the Help section on the left panel.

This is because Harry does not have a system administrator role in JDX. To revert back to the admin screen, select Impersonate >Proceed as Yourself and click on Knowledge Base under the Help section.

The Knowledge Base has been upgraded into an easy-to-use and intuitive format. The Knowledge Base contains articles, JDX Troubleshooting Guide, an Implementation Guide, FAQs, and tutorials. If you have a how-to question or just want to explore the functionality of your JDX system, Knowledge Base is a great first stop to getting what you need to help you at any time. Besides being used for articles, the Knowledge Base now includes a Glossary, textual-based user documentation that corresponds to the onboarding and level training, will continue to grow as our training library continues to develop. Selecting Knowledge Base from the Knowledge Base icon or the Help Center brings you to the Knowledge Base landing page. To see a list of all articles available, you can expand the tree menu on the left pane and can click on the topic in the tree menu to view the article in the right pane.

If you prefer to search for a specific topic, use the Search and Filter options to find the articles easily. Enter the text, phrase, topic, or functionality related in the search box located under the How Can We Help at the top of your screen and press the Search icon. You will see the available search results and search account.

Simply click on an article to view it. Once you have the article open, you have a few more options for ease of use. There are links at the beginning of the article, so you can quickly navigate to the section you need and there are additional links located at the bottom of the article to view any related topics.

Back at the top, there are a few icons located about the article title.

The first one allows you to pop out the article into a new screen. Click the Pop-out icon, which you may find helpful as you refer to instructions in the article while keeping it open separate from your JDX screen while you're working in the system. It also allows you to come back to it later. The next icon is the Share icon. This option is an easy way to share the Knowledge Base article with a colleague or if you prefer to view in a browser instead. Click on the Share icon, copy the link from the Share/copy this URL box and send it to your colleague or paste it into your browser’s URL field to open the link in the browser and view the article outside of your JDXpert system. Located under the Knowledge Base title, click Print if you like to print your Knowledge Base article to refer to it later or to use it as part of a user guide for your team.