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Using the Smart FAQ by role

Smart FAQ — Botmaster view​

Global view​

The botmaster sees all Smart FAQs by default, regardless of their status. Screenshot to be inserted

For Smart FAQs awaiting approval, they can quickly see at which level they are by hovering over the status in the left panel: 2 screenshots to be inserted: Expert level and Legal level

Same principle for Smart FAQs with "Rejected" status: the name of the role that rejected it is displayed in a tooltip along with the reason for rejection. Screenshot to be inserted

To identify Smart FAQs that are ready to be published, they can filter by "Approved" status: Screenshot to be inserted

Send for approval​

Intervening as an approver in the workflow​

In our example workflow, the botmaster intervenes at the beginning and end of the process. One could envisage a more complex workflow in which the botmaster would intervene at a higher level, after Legal for example, to validate and give the publication go-ahead to their manager.

In this case, a Manager role with the same rights as the Botmaster must be created and the Botmaster will have one additional right:

Smart FAQ authorisations"Botmaster" role
Approve a Smart FAQYes

Smart FAQ — Subject Matter Expert view​

Restricted view​

The Subject Matter Expert only sees Smart FAQs assigned to them through the workflow.

They see the mention "Answer to complete" on each Smart FAQ displayed: Screenshot to be inserted

Complete and approve​

This section is currently being finalised.

Reject​

This section is currently being finalised.

Smart FAQ — 2nd-level approver and above view​

This section is currently being finalised.