This powerful tool is useful for Security and Sales teams alike. Having an internal source of truth for multiple teams is key and we will show you everything you need to know.
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Uploading a Questionnaire to your Knowledge Base
When uploading questionnaires into the SafeBase Knowledge Base, there are 2 ways to do so:
Questionnaire Upload
Import Template
When uploading Questionnaires, you will have the opportunity to review the columns to ensure that the columns are correctly identified. If the questionnaire is simple, this is the easiest way to upload previously completed questions.
The import template will allow for more granularity when adding questions into the Knowledge Base. The following columns are included in the import template:
question
answer
comment (optional) - additional comments that would show up alongside the answer
access (optional) - access level can take one of the following values: internal, private, or public. If the access column is missing or empty, the default access level will be internal.
products (optional) – product(s) can take one or more of the following product names: Byte Size - Product 1 or Byte Size - Product 2. Separate multiple products with a comma. If the products column or value is missing, the entry will be added to the Global product.
tags (optional) - comma separated list of tags to associate with the question
healthStatus (optional) - Can be None, Needs Review, or Verified
reviewCadence (optional) - Can be Annual, Semi-annual, Quarterly, or Monthly
nextReviewDate (optional) - The entry's next review date. Use the format YYYY-MM-DD.
By uploading questionnaires, via the import template, you are able to leverage features like Health Status and Review Cadence, to ensure that the information is kept up to date.
Let's get started. First, go to the Knowledge Base module on the left menu bar then click "Import" in the top right corner of the screen as shown below.
Once you've uploaded your questionnaire, you will be taken through a couple of review steps to make sure the columns are correctly labeled.
Once you've had a chance to review the questions, you will be able to click Submit to complete the upload.
Adding a Single Item to the Knowledge Base
If you decide to add individual questions to the Knowledge Base, you will have the option to add the additional details, as shown above with the import template.
Step 1: Go to the Knowledge Base module on the left menu bar then click "Add" in the top right corner of the screen as shown below.
Step 2: Fill out the Question and Answer fields, at the minimum. In addition to the Comment field, you can also assign Owners, Access Level, Tags, Health Status, and Products to the new question, which will help with answering any future questionnaires.
How to Delete an Entire Questionnaire
If for whatever reason you need to delete any previously uploaded questionnaires, you can easily do so.
Step 1: Click on the Folder button from the Knowledge Base tab
Step 2: You will be presented with the list of all previously uploaded questionnaires. Here, you can either download and/or delete any questionnaires. To delete, click on the Red Trash Can icon next to the questionnaire you would like to delete
Step 3: Are you sure?
Once you've clicked Delete source, you've now successfully removed the questions associated with that questionnaire.
Navigating your Internal Knowledge Base
Type a phrase or keyword in the search box to find answers within your knowledge base. Search results show up with the phrases or keywords highlighted and the date of when the item was last updated as shown below.
You can also filter the search results with the following options:
Access
Products
Tags
Health status
Source
Clicking on a search result opens the side panel view that contains additional information and allow for any editing needed.