How do I manage reviewers for knowledge library content?

How do I manage reviewers for knowledge library content?

Setting up reviewers for knowledge library content is a great way to ensure
that your knowledge library is kept up-to-date. This will prevent you, and
other members of your team, from inadvertently responding with outdated
information.

How do I assign knowledge library entries to be reviewed regularly by a Subject Matter Expert (SME)?

 

You have two options for how you’d like to assign pieces of content to SMEs: individually or in bulk.

In both options, you will need to designate three things:

1. Subject Matter Expert
2. Initial review date*
3. Review cycle frequency

 

*NOTE: If attempting to trigger the review process with a repeating review cycle ASAP, you must select tomorrow’s date. Selecting a date in the past, or the current date, will not trigger the review cycle immediately at this time.

 

Assigning entries for review individually:

To assign an individual entry to an SME for review, you’ll click into content and navigate to the Review tab.

Assigning for review in bulk:

To assign multiples items to an SME for a review, you will select the desired content items and choose Manage Reviewers from the Bulk Action menu.

Pro Tip: Use the filter options to narrow down your content and bulk assign
reviewers. For instance, narrowing content by tags can allow you to quickly
assign the designated SME

How is the SME notified that they need to review content?

RFP360 will send a notification email on the date of the initial review, and again every X months thereafter based upon the review cycle frequency specified.

The SME will also see content that is awaiting review on their knowledge dashboard when logged into RFP360 after the email has been sent.

Additionally, they can always navigate to the knowledge library and filter
for their name under “Reviewer” to see any review assignments.