Knowledge Management Teams
By default, CSM provides a general Knowledge Management team, multiple IT Knowledge Management (ITKM) Technical Review teams, and a Format Review team.
Knowledge Management Team
The Knowledge Management team is responsible for managing Knowledge Articles (KAs). Members of this team have access to certain KA tools. For example, members can:
- Access the IT Knowledge Manager dashboard.
- Edit a KA in any workflow phase (other users can edit only in the New or Draft phase).
- Send the KAs back for review/revision.
- Access KA-related One-Step™ Actions.
IT Knowledge Management (ITKM) Teams
When logging a KA, the Technical Review Team and Assigned Team form fields autopopulate based on the selection made in the Category field (see the table below).
You can manually change the Assigned Team after selecting the Category. For example, you may want to assign the KA to yourself when it is in Draft form. However, once you submit the KA for technical review, the Assigned team will automatically change to match the Technical Review team.
ITKM Technical Review Teams
There are three ITKM Technical Review teams:
- ITKM - Enterprise (for Enterprise Apps)
- ITKM - HR (for Employee Support)
- ITKM - IT (for all other Services listed in the table below)
Format Review Team
There is one Format Review team:
- Formatting
The KA automatically routes from the Technical Review team to the Format Review team if the Visible on Customer Portal check box is selected.
Service | Category | ITKM Technical Review Team | Format Review Team |
---|---|---|---|
Account Management | Cherwell Self Service | ITKM - IT | Formatting |
Account Management | Network Access | ITKM - IT | Formatting |
Conferencing/
Presentation |
Equipment Request | ITKM - IT | Formatting |
Conferencing/
Presentation |
Video/Audio Conferencing | ITKM - IT | Formatting |
Desktop Management | Anti-Virus | ITKM - IT | Formatting |
Desktop Management | Computer | ITKM - IT | Formatting |
Desktop Management | Misc. Software | ITKM - IT | Formatting |
Desktop Management | OS | ITKM - IT | Formatting |
E-Mail/Calendaring | Browser Client | ITKM - IT | Formatting |
E-Mail/Calendaring | Desktop Client | ITKM - IT | Formatting |
E-Mail/Calendaring | Mailbox | ITKM - IT | Formatting |
E-Mail/Calendaring | Mobile Client | ITKM - IT | Formatting |
Employee Support | Add/Change | ITKM - HR | Formatting |
Enterprise Apps | Accounting System | ITKM - Enterprise | Formatting |
Enterprise Apps | CRM/Sales Software | ITKM - Enterprise | Formatting |
Enterprise Apps | JD Edwards | ITKM - Enterprise | Formatting |
Enterprise Apps | Microsoft Office | ITKM - Enterprise | Formatting |
Enterprise Apps | Office Suite | ITKM - Enterprise | Formatting |
Enterprise Apps | Oracle | ITKM - Enterprise | Formatting |
Enterprise Apps | PeopleSoft | ITKM - Enterprise | Formatting |
Enterprise Apps | SAP | ITKM - Enterprise | Formatting |
IT Service Desk | Report Outage or Error | ITKM - IT | Formatting |
IT Service Desk | Request Help | ITKM - IT | Formatting |
Network Services | Backup/Restore | ITKM - IT | Formatting |
Network Services | Fileserver | ITKM - IT | Formatting |
Network Services | Physical Wires | ITKM - IT | Formatting |
Network Services | Wireless | ITKM - IT | Formatting |
Printing | Desktop | ITKM - IT | Formatting |
Printing | Network | ITKM - IT | Formatting |
Telephony/Fax | Call Center Telephony | ITKM - IT | Formatting |
Telephony/Fax | Desktop Telephone | ITKM - IT | Formatting |
Telephony/Fax | Fax | ITKM - IT | Formatting |
Telephony/Fax | Mobile Telephone | ITKM - IT | Formatting |
Web Services | Internet | ITKM - IT | Formatting |
Web Services | Intranet | ITKM - IT | Formatting |