TDX Knowledge Article Template (ITIL 4 Aligned)

[Service Name], [Service Offering], [Short Description of Article]

Article Summary

Provide a short, plain-language summary of what this article covers. Use present-tense verbs and avoid phrasing like “this article will explain…” Example: “Learn how to reset your password on an Apple Silicon Mac using macOS Recovery.”

Search Criteria

  • Include keywords a user might search for
  • Common synonyms or alternate names
  • Error messages or codes addressed in the article
  • Common misspellings

Symptoms / Problem Statement

Describe how the issue appears from the user's point of view.

  • "I forgot my password."
  • "I cannot log into my device."

Environment

  • Platforms, devices, OS versions
  • Specific service offerings
  • Any required configurations

Prerequisites

  • Access or information required before starting
  • Required permissions or recovery keys
  • Dependencies such as encryption, enrollment, or VPN

Instructions

Use numbered steps for sequential processes. Keep paragraphs short and use “you” for user actions.

  1. Step one written in clear, plain language.
  2. Step two. Use bold for button or menu names.
  3. Step three. Include screenshots only when they help the user locate something.

Troubleshooting

Optional section for common issues or alternative paths.

  • If X happens, try Y
  • If you see “[error text]”, follow these steps

Additional Information

  • Related articles (use descriptive link text)
  • Links to documentation or service pages

Keywords

List helpful search terms including synonyms, acronyms, alternate naming, and common misspellings.

Accessibility Notes

  • Avoid underlines unless they are links
  • Avoid highlighted text
  • Ensure color contrast meets WCAG AA standards
  • Provide alt text for any meaningful images

Security Notes

  • Do not include regulated data (HIPAA, FERPA, etc.)
  • Mask private account information in screenshots
  • Use resource accounts rather than individual contacts
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