Configuring approval mappings
Approvers are people with the authority to approve or reject a request. These users are usually members of a Support Group, and are assigned the Knowledge Management Approver role. The approval process automatically routes approval requests to the people you define based on their level in the process.
To create approver mappings
- From the IT Home page, choose Application Admin Console > Custom Configuration tab > Knowledge Management > Knowledge Management Approvals Configuration > Approval Mappings.
- Enter the required information in the following fields and then click Save.
Select the type of approver.
(Approval For Individual) Type the first name of the approver and then select the required name from the automatically displayed values. Press Enter to select the required value.
(Approval For Individual) Use auto-fill to enter the approver's last name.
(Approval For Individual) This field is automatically filled with the Login ID of the approver, based on the value selected in the First Name or Last Name fields.
This field is populated and synchronized automatically.
Select Enabled for the approver mapping to be available.
Select Knowledge Management. When you select this option, the RKM Criteria section appear under Additional Mappings. This enables you to map specific approvers to specific articles based on operational categorization and product categorization filters.
The phase company detail for this approver mapping is automatically filled when you select a Phase Name.
Select RKM Approval.
You can configure all the phases for knowledge request life cycle. However, you can set only one phase at a time.
Specify a numeric value to configure level of approval for the individual or group. This is used to configure sequencing of approvals.
(optional ) Enter a description for this approver mapping.
|Options for multiple approval mappings - Additional Mappings|
As a system administrator, if you want to configure the approval mapping rules based on knowledge article template, region, language, owner company, or the owner group, you can use these options.
For example, Your organization is based out of Germany and the people from different regions submit knowledge articles. You want to configure approvers based on a region or a language like Approver A who approves all articles in the English language and Approver B who approves all articles in the German language.
(optional ) Enter additional mappings that are based on product and operational categorization. Product and operational categorization are used to categorize different products or configuration items and operations. Available values depend on the company and the value selected for the previous tier. You can also configure the Site Details options.
|Role||Enter Article Owners in the Owner Company, Owner Organization, or Owner Group fields.|