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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:

  1. Click Knowledge > User > Knowledge Record List. The KNOWLEDGE RECORD LIST page is displayed.
  2. On the KNOWLEDGE RECORD LIST page, click the Filters icon on the ACTIONS panel.
  3. On the FILTERS pop-up page, select Status as Submitted and click SUBMIT.

    FILTERS pop-up page
    Figure: FILTERS pop-up page

  4. Click the required KR ID from the LIST. The KNOWLEDGE RECORD DETAILS page is displayed.

    KNOWLEDGE RECORD DETAILS pageImage Modified
    Figure: KNOWLEDGE RECORD DETAILS page

  5. Click APPROVAL on the ACTIONS panel. The APPROVAL pop-up page is displayed.

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    Figure: APPROVAL pop-up page

  6. Click  to view the Approver details.



  7. 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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