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 the approved KR ID.
- On the KNOWLEDGE RECORD ID page, click APPROVAL on the ACTIONS panel. The APPROVAL pop-up page is displayed.
Figure: APPROVAL pop-up page Select the Approval Status as Published, enter the required details 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, 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 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.
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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.
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Locations | To control the access of KRs based on the Location, you can associate a KR to a specific set of Locations.
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Restricted to Distribution List | You can restrict the access of the KR to a group of users. Select the group name in the drop-down list. After the configuration only the users in the group can view the KRs. |
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