Did you know about the benefit plan settings that customers can modify on their Knowledgebase (KB) sites via the KCM?
While benefit plans cannot be created via the Knowledgebase Content Management (KCM) system (KCM)—formerly known as the Client Content Toolset (CCT)—KCM users can modify many of their settings and content easily.
Updates to benefit plans are most common prior to the Open Enrollment period when employees review and sign up for their benefits for the next calendar or fiscal year.
About Benefit Plans
A benefit plan defines the coverage parameters for one of the various types of health, financial, insurance, EAP, and legal plans that your organization provides to employees.
In Knowledgebase (KB), a benefit plan is a multi-topic document on a KB site which contains text and links.
Each authored benefit plan document contains detailed information about a benefit plan’s coverage, costs, and more in multiple topics’ pages.
Adding Benefit Plans
To add a standard benefit plan to your KB site, please submit a request to your HRSD Advisor (Customer Success Manager (CSM)).
Why not create benefit plans in the KCM?
In order to preserve the structure and integrity of benefit plans’ layout, content, and linking strategies, they cannot be created in the KCM.
Which benefit plan settings can be modified via the KCM?
Use the Knowledgebase Content Management (KCM) system—formerly known as the Client Content Toolset (CCT)—to modify specific benefit plan settings on your Knowledgebase (KB) site.
- Name
- Notes
- Tag
- Mobile Access
- Block to Live
- Rank
- Expiration Date
- Review Date
- Document Assignment
- Exclude from Breadcrumb
- Status Complete
- Access (groups and permissions)
- Meta tags (for adding a link to a landing (main) page and the Open Enrollment main page)
- Topic options (some topics can be removed from view while others are static)
- Export (to a Word file)
Where is the KCM?
The KCM exists only in the stage environment of customers’ Knowledgebase (KB) sites. The KCM is labeled “Document Manager.”
The Document Manager
On customers’ KB sites in stage, the KCM’s link and tool are labeled “Document Manager.”
Who can use the KCM?
There are two types of access (user roles) in the KCM: Producer and Reviewer.
- Producers can create, edit, configure, and publish specific types of documents via the KCM.
- Reviewers can view documents via the KCM before they are published to the stage and/or live KB sites, but they cannot modify them except in workflows.
Useful Documents
V11 KCM: Updating Benefit Plans
Refer to this document for additional details about modifying benefit plans via the KCM.
CCT Guide
This document contains a screenshot of the CCT Guide tab from the standard Landing Page Planner (LPP) spreadsheet that is provided to Knowledgebase (KB) customers.
The CCT Guide contains meta tag information for each standard main (landing) page available on KB sites.
Landing Page Planner (LPP)
The LPP for the KB site was provided to your organization previously. Keep a copy handy for the Subject, Section, and Widget meta tag information for each standard main (landing) page on your KB site.
For questions or more information, contact your HRSD Advisor (Customer Success Manager (CSM)).
