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SummitAI Service Management Help
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The Knowledge Record should be published so that the Analyst or the End Users can access it.
To publish a Knowledge Record:
- Click Knowledge > User > Knowledge Record List.
- On the KNOWLEDGE RECORD LIST page, click the Filters icon and select Approved in Status drop-down list. Click SUBMIT.
- Click the approved KR ID.
- On the KNOWLEDGE RECORD ID page, click APPROVAL on the ACTIONS panel. The APPROVAL pop-up page is displayed.
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Figure: APPROVAL pop-up page Select the Approval Status as Published, enter the required details Approval Remarks and click SUBMIT to publish the Knowledge Record. For more information about the fields in the APPROVAL pop-up page, see Field Description.
Note title Note: The Publishers can edit the authorized KR on the KNOWLEDGE RECORD ID page if the Administrator provides edit access to the Publishers on the Knowledge Management TENANT configuration page, see Configuring Knowledge Management Module.
Even if the Administrator provides edit access to the Publishers, the Publishers can not edit the following fields of the Knowledge Record: Department Tenant, Workgroup, Owner, and Active.
Field Description
The following table describes the fields on the APPROVAL pop-up page:
Field
Description
Approval Status
Select the status as Approved.
Approval Remarks
Type in the remarks.
Ref. Legislation Info.
Enter the country/location-specific legislation information as part of the Knowledge Request updates.
Validate Inputs
Select the check boxes as required.
- Compliance with Legislation
- Intellectual property or existing records held
- Copyright
Important Record
Select this check box to mark the record as an important Knowledge Record. For example: The record can be marked important because of the information that it carries.
Restricted to Analysts
Select the check box when you want the KR to be displayed only to the Analysts.
Customers
To control the access of KRs based on the Customers, you can associate a KR to a specific set of Customers.
- To associate a KR to a set of Customers, select the Customers, you want to associate to a KR from the Available Customers list and click to move to the Selected Customers to list.
- To remove any Customer from the Selected Customers to list, select the Customers and click to move to the Available Customers list.
Locations
To control the access of KRs based on the Location, you can associate a KR to a specific set of Locations.
- To associate a KR to a set of Locations, select the Locations that you want to associate to a KR from the Available Locations list and click to move to the Selected Locations to list.
- To remove any Location from the Selected Locations list, select the locations and click to move to the Available Locations list.
Restricted to Distribution List
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