Create and Manage Knowledge Templates

Knowledge Templates are your organization-specific templates used to manage and document information such as System guides, instruction manuals, RCAs, FAQs, etc. As a curator, you can configure these templates in Luma Knowledge and use the templates to create Artifacts manually or by importing the documents.

A Template represents the document that holds the information. It outlines the Sections in the document and the type of information held. Using templates, you can customize the Artifact fields and the artifact details such as Summary, Ontology that can be extracted from the text available in each section or field. Luma Knowledge uses the Template to validate the uploaded document and create an artifact.

View Template List

Luma Knowledge provides several out-of-the-box (OOTB) templates that can be used for Artifact creation. These templates can be used to create Artifacts without generating QnA pairs. If the OOTB templates do not conform to the format of documents available in your organization, you can configure your organization-specific templates in the system.

To view an existing Template available for your tenant, do the following:

1. Navigate to Curation → Templates.
   The Template List page appears, which lists all the existing Templates available for your tenant.

   Open

   

2. You can also use the Search Template box to find an existing template. Enter the Template Name and press Enter. Templates matching the search criteria are filtered and appear on the screen.

View Template

Once you have located the required Template, you can view the details. To do so,

1. Select the Template to view the details.
   On the Template detail page, you can view the Template details such as Name, description, and the information required to create Artifacts using the template.

   Open

   

Edit Template

You can manage and edit the existing templates created for your organization. To update the templates:

1. On the Template details page, click on Edit.

2. The template is now open in edit mode. You can the required changes to the fields.

3. Click Save Changes.

The template is now updated. All the artifacts created using the template in the future will use the updated template for validation.

Refer to Configure Template for more details on how to configure a new template in Luma Knowledge.