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SummitAI Service Management Help

Knowledge Management

You can configure the Approvers who can verify and approve the Knowledge Records (KRs) that are created by the Analysts KM or any other authorized personnel before publishing the KRs. You can also provide edit access to the Approvers, see Configuring Knowledge Management Module.


To configure Knowledge Record Approvers (and/or Publishers):

  1. Select  Knowledge > Configuration > Knowledge Record Approver.
  2. On the KNOWLEDGE RECORD APPROVER page, click ADD NEW on the ACTIONS panel.
  3. Select the Tenant and type in the new Knowledge Record Approver details. For information about the fields on the KNOWLEDGE RECORD APPROVER page, see Field Description.
  4. Click SUBMIT. A new Knowledge Record Approver (or Publisher) is configured.

KNOWLEDGE RECORD APPROVER page

       Figure: KNOWLEDGE RECORD APPROVER page

Field Description

The following table describes the fields on the KNOWLEDGE RECORD APPROVER page:

Field

Description

DETAILS

Approver

Type in the name of the person whom you want to configure as an Approver member for the selected Tenant. To search for a user name, click the Search icon. For information about searching users, see Searching Users.

Category

  • Available Categories: Select the check box corresponding to the Category that you want to configure for the Approver and click the > icon to move to the Selected Categories list.
  • Selected Categories: To remove any Category from the Selected Categories list, click the < icon.
  • Approver: If selected, the selected Approver is authorized to approve the KRs for the selected Category under the selected Tenant.
  • Publisher: If selected, the selected Publisher is authorized to publish the KRs for the selected Category under the selected Tenant.

Classification

  • Available Classifications: Select the check box corresponding to the Classification that you want to configure for an Approver and click the > icon  to move to the Selected Classifications list.
  • Selected Classifications: To remove any Classification from the Selected Classification list, click the < icon.
  • Approver: If selected, the selected person is authorized to approve the KRs for the selected Classification under the selected Tenant.
  • Publisher: If selected, the selected person is authorized to publish the KRs for the selected Classification under the selected Tenant.

Active

Indicates the status set for an Approver.

  • If selected, the Approver is authorized to approve or reject a KR.
  • If not selected, the Approver becomes an inactive Approver. The inactive Approvers are not displayed in the Approvers list on the other pages of the application.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the KNOWLEDGE RECORD APPROVER page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Knowledge Record Approvers for the selected Tenant.


 Figure: KNOWLEDGE RECORD APPROVER page: List of Approvers 

  • To edit a Knowledge Record Approver, click the Knowledge Record Approver's Name. Make appropriate changes and click SUBMIT.
  • To display the inactive Knowledge Record Approver, click the Include Inactive check box.

Note:

When the configured Knowledge Record Approvers are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Knowledge Record Approver.



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