When you work 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 user or a subject
matter expert.
- Experienced users
- 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.
- Subject matter experts
- Subject matter experts are designated by your team and manually
defined in the system for specific task types. If this feature is
not configured on your system, the list is empty.
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 is added to 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 is configured on your system and the expert is online,
click Chat.