SummitAI Service Management Help
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A Knowledge Record should be approved before it is published. The Knowledge Record can be approved only after it is authorized.
To approve a Knowledge Record:
- Click Knowledge > User > Approve Knowledge Records.
- On the APPROVE KNOWLEDGE RECORDS list page, click the Filters icon and select Authorized in Status drop-down list.
Figure: APPROVE KNOWLEDGE RECORDS page (Tile View)
Figure: APPROVE KNOWLEDGE RECORDS page (Tabular View) - Click the authorized KR ID.
- On the KNOWLEDGE RECORD ID page, click APPROVAL on the ACTIONS panel. The APPROVAL pop-up page is displayed.
Figure: KNOWLEDGE RECORDS ID page Select the Approval Status as Approved, enter the required details and click SUBMIT to approve the Knowledge Record. For more information about the fields on the APPROVAL pop-up page, see Field Description.
Figure: APPROVAL pop-up pageNote title Note: The Approvers can edit the authorized KR on the KNOWLEDGE RECORD ID page if the Administrator provides edit access to the Approvers on the Knowledge Management TENANT configuration page, see Configuring Change Management Module
Even if the Administrator provides edit access to the Approvers, the Approvers can not edit the following fields of the Knowledge Record: Department, Workgroup, Owner, and Active.
Field Description
The following table describes the fields on the APPROVAL pop-up page:
Field | Description |
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Approval Status | Select the appropriate option in the drop-down list. Following are the available options: .
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Approval Remarks | Specify the remarks in the field. |
Ref. Legislation Info. | Enter the country/location specific legislation info as part of the knowledge request updates. |
Validate Inputs | Select the appropriate option in the drop-down list. Following are the available options:
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ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the APPROVE KNOWLEDGE RECORDS list page.
Filters
Click the Filters icon to specify a particular filter criteria to display the KRs. On clicking the Filters icon, the FILTERS pop up page is displayed. The following table describes the fields on the FILTERS page:
Figure: FILTERS pop-up page
The following table describes the fields on the FILTERS page:
Field | Description |
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Tenant | Select the Tenant from the list. |
Status | Select the status of the KR from the list. |
KB ID | Type in the KB ID range in the From and To text boxes. |
From Date | Select the From Date. |
To Date | Select the To Date. |
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