While working on a task in Process Portal, you
can see the experts that are defined for it. An expert is a team member
with related task expertise who can help you with completing a task.
About this task
An
expert can be either an experienced expert or a recommended expert.
- Experienced experts
- Experienced users are selected by the system based on the number
of tasks of the same type that they have completed. For example, at
the time you opened the Experts tab, the system
found three users who previously completed one or more of the same
task type, such as the Loan-Approve-or-Reject task, within the same
process, such as the Loan-Approval process. The list is empty when
the system cannot find any users who have previously completed this
task type.
- Recommended experts
- Recommended experts are the subject matter experts who have been
designated by your team and manually defined in the system for specific
task types. The list is empty when this feature has not been configured
by the system administrator.
Procedure
- See the list of experts that are defined for the task you
are working on by clicking the Experts tab.
- Get help from an expert. You can get help from
an expert in one of the following ways:
- Ask an expert a question. Click @Mentions and
compose your message. Your post will appear in the list of posts in
the Stream tab.
- Work with an expert directly on your task by clicking Collaborate.
A collaboration invitation is sent to the expert.
- Start an instant messaging session with the expert. If IBM
Sametime Connect has been configured on your system and the expert
is online, click Chat.