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SummitAI Service Management Help
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After a Knowledge Record is created, the Workgroup Owner should authorize the Knowledge Record. The Authorizer can also edit the KR if required.
To authorize a Knowledge Record:
- Click Knowledge > User > Knowledge Record List. The KNOWLEDGE RECORD LIST page is displayed.
- On the KNOWLEDGE RECORD LIST page, click the Filters icon on the ACTIONS panel.
- On the FILTERS pop-up page, select Status as Submitted and click SUBMIT.
Figure: FILTERS pop-up page - Click the required KR ID from the LIST. The KNOWLEDGE RECORD DETAILS page is displayed.
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Figure: KNOWLEDGE RECORD DETAILS page - Click APPROVAL on the ACTIONS panel. The APPROVAL pop-up page is displayed.
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Figure: APPROVAL pop-up page Click to view the Approver details.
- Select Authorized in the Approval Status drop-down list, specify the Approval Remarks and click SUBMIT to authorize the Knowledge Record.
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