A knowledge path is a SmartHelp group, and all of the titles in the knowledge path are part of the group. In a knowledge path, titles are associated with activities. To put multiple titles in a group, you create multiple activities and associate a title with each activity.

 

In most cases, you should consider creating specific knowledge paths to use for SmartHelp groups instead of re-using ones set up for user learning. If you set up one for user learning, it may not result in the SmartHelp group that you want, and, if you want to change the titles in the group, it may have adverse effects on user learning. If you create a knowledge path specifically to be a SmartHelp group, it is a good idea to make sure that the User can Self Enroll option is deselected so that a user cannot accidentally enroll in it. This option is deselected by default.

 

When you enable a knowledge path for SmartHelp, the Public CDD URL field is automatically populated with a URL. This URL can be sent to users to allow them to enroll in the group from another location.

 

Create a SmartHelp Group using an Organizational Knowledge Path

The simplest way to create a SmartHelp Group is to create an organizational knowledge path. This type of path contains multiple activities all at the same level; all activities are at the same level. The name of the knowledge path is used as the name of the SmartHelp group.

 

Example, based on the procedure below:

 

Knowledge Path Name

Activity: Title A

Activity: Title B

Activity: Title C

 

ProcedureTo create a SmartHelp group using an organizational knowledge path:

  1. In the Manager, display the Knowledge Path Management page.
     
  2. Click Create path.
     
  3. Enter a name for the path. This is used as the name of the SmartHelp group.
     
  4. Click the Enable SmartHelp option.
     
  5. Click Save.
     
  6. Click the Activities link.
     
  7. Click Add Activity in the Add column.
  8. Click Browse next to the Title Properties field.
  9. Expand the hierarchy of items as necessary.
  10. Select the desired item.
  11. Click Select.
     
  12. Click Save to save the activity.
     
  13. Click Back to Activities.
     
  14. Click Add Activity in the Add column on the top line  next to the path name.
     
  15. Repeat steps 8 through 13 for each title you want to add to the group.
     
  16. Click the Properties link to return to the Path Properties page.
     
  17. Click the Back to List link to return to the Knowledge Path Management page.

Create a SmartHelp Group using a Curriculum Knowledge Path

A curriculum knowledge path includes multiple activities at different levels. In this type of knowledge path, you can essentially create a group with sub-groups. While a user can only subscribe to the group itself, by creating sub-groups you can organize a great number of titles into sub-groups for easier maintenance.

 

Example, based on the procedure below:

 

Knowledge Path Name

Activity: Title A

Activity: Title A1

Activity: Title A2

Activity: Title B

Activity: Title B1

Activity: Title B1-1

Activity: Title B1-2

Activity: Title B2

 

To the users, they simply subscribe to the group (knowledge path) and are subscribed to all of the titles. For maintenance, titles can be easier to locate if they are arranged in a hierarchy.

 

ProcedureTo create a SmartHelp group using a curriculum knowledge path: 

  1. In the Manager, display the Knowledge Path Management page.
     
  2. Click Create path.
     
  3. Enter a name for the path. This is used as the name of the SmartHelp group.
     
  4. Click the Enable SmartHelp option.
     
  5. Click Save.
     
  6. Click the Activities link.
     
  7. Click Add Activity in the Add column.
  8. Click Browse next to the Title Properties field.
      
  9. Expand the hierarchy of items as necessary.
      
  10. Select the desired item.
      
  11. Click Select.
      
  12. Click Save to save the activity.
     
  13. Click Back to Activities.
      
  14. Click Add Activity in the Add column next to the activity to which you want to add a sub-activity at a lower level.
     
  15. Repeat steps 8 through 13 as necessary to add titles and create the hierarchy.
            
  16. Click the Properties link to return to the Path Properties page.
     
  17. Click the Back to List link to return to the Knowledge Path Management page.

SmartHelp Hierarchy

After you have created a SmartHelp group, you can view the SmartHelp hierarchy. The hierarchy may resolved to something that looks a little different than the knowledge path. This happens because a title cannot be a group, which is part of the organizational structure, as well as a title. In the hierarchy, therefore, you may see the name of the title duplicated as the group name. For example, the first example structure, given above for the organizational knowledge path, displays this hierarchy:

 

Group Name

Title A

Title B

Title C

 

However, the second example structure, given above for the curriculum knowledge path, displays this hierarchy:

 

Group Name

Title A (Group Name)

Title A (title name)

Title A1

Title A2

Title B (Group Name)

Title B (title name)

Title B1 (Group Name)

Title B1 (title name)

Title B1-1

Title B1-2

Title B2

 

ProcedureTo view the SmartHelp hierarchy:

  1. In the Manager, display the Knowledge Path Management page.
     
  2. Click Edit next to the group for which you want to view the hierarchy.
     
  3. Click the Show SmartHelp Hierarchy link.

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