April 14, 2010
When we talk about workflow within our CRM systems, we commonly talk about cases, subcases, part requests, etc. But every queueable object within our Clarify/Dovetail system can have its own workflow. Including Solutions. Many people don’t think about a workflow around their knowledge. I wanted to touch on this, and show an example of a business process, or a workflow, for Solutions. Quick recap: what is a Solution? A Solution is a description of a known problem with one or more workarounds and/or resolutions. It is a piece of re-usable knowledge. Some refer to it as a KB or KnowledgeBase article. Here’s what a Solution looks like within DovetailAgent: Pretty simple. An ID number, a title, a status, a description of the problem, and one or more workarounds/resolutions. Simple Workflow Here’s an example of a simple workflow for a Solution:…