How to edit Master document of CE in Knowledge base

1 Document owner
2 Step 1: Editing the document in Carbon Editor
3 STEP 2: Editing the content of the document
4 STEP 3: Export the document to Ubiquity Dashboard
5 STEP 4: Add the preferred document name and description (optional) to the version details in Ubiquity Dashboard
6 STEP 5: View the document in the hospital admin dashboard

Document owner

Every document has a owner which is recorded in the document metadata as the “owner_id”

When content is created (via Carbon Editor for example) by super admins the Owner_ID is set to ‘Global’.
When content is created by hospitals (via uploading a PDF for example) the Owner_ID is set to the hospitals own unique id.

Perform the following steps if the super admin needs to share the content with a hospital

Step 1: Editing the document in Carbon Editor

1.1 Log into the idm account using your credentials and click on Applications>Carbon Editor to navigate to the carbon editor platform where all the documents are present.

Image 1.1

STEP 2: Editing the content of the document

2.1. Go to the Carbon editor and click on the document in question. Please ensure the document name includes procedure name for Super Admin document. And procedure name and hospital name for Hospital Specific document.

Image 2.1.

2.2 Now, click on the “Edit Content” button and update the content.

Image 2.2

2.3 In this step, click on the drop-down for “Versions & Exports” present on the top of the document and select “View Metadata” as shown in the below image.

Image 2.3

2.4 Click on the drop-down present with “Versions and Exports” button. Select “View Metadata”.

Image 2.4.

2.5 Once you click, “View Metadata” option, scroll down the page and click on the “Edit” button present next to the “Source_Url”.

Image 2.5.

2.6 Replace the code here with the below given code and click on “Save” button.

{"owner_id": "global",
"source-url": "",
"content-provider": "",
"original-authors": ""}

Image 2.6

2.7 Scroll down and update the meta tags if needed. Doing this, you can search the content using tags which has the same name but different content.

Image 2.7

STEP 3: Export the document to Ubiquity Dashboard

3.1 Click on the “Versions and Exports” button and not the drop-down to export the document as ubiquity.

3.2. Click on “Create Version” button to create a new version.

3.3 Fill in the “Name” and “Description” of the new version. Click on “Save”.

3.4 Click on the “export” button as shown in the below image.

3.5 Click on the “Create Export” button.

3.6 Select the export Type as “Ubiquity”.

3.7 Select “BBraun HTML” as the export theme.

3.8 Select the app which you need the document to be exported for. in this case it is ForPatientApp QA. Click on “Next”.

3.9 Since you are editing the document, please select the option “Create a new version of an existing document”. Click on “Next”.

3.10 Choose the document which you are editing the content for, from the drop-down . Click on “Next”.

3.11 Add the version name of this export and click on “Next”.

3.12 The document type would be “Standard” . Click on “Next”.

3.14. Now click on “Start Export”.

STEP 4: Add the preferred document name and description (optional) to the version details in Ubiquity Dashboard

4.1. Now check for the status “Complete” and click on “View in Ubiquity” button.

Image 4.1

4.2. Performing the above step, it would be navigated to the ubiquity platform as shown in the blow image. To update the Name and description, please click on the “configure” button.

Image 4.2.

4.3. Select “Name and Description” option and fill in the details. Click on “Save” button.

Here you would remove the procedure name and hospital name from the title and just keep the procedure title. This title will flow in the app.

Image 4.3

4.4. Finally select “Publishing”, Select the “Document Availability” as “Free”. save it. Select the latest version and click on “Publish” button.

Image 4.4

STEP 5: View the document in the hospital admin dashboard

Now log into the super admin dashboard and you will be able to view the edited document under dashboard >content>documents.

ForPatientApp knowledge base