Use > Knowledge Management > Knowledge Management administration > Knowledge Management workflow > Upgrading to the Process Designer Knowledge Management workflow

Upgrading to the Process Designer Knowledge Management workflow

As of HPE Service Manager 9.30, Change Management no longer implements the workflow for Knowledge Management documents. Change Management records with Category “KM Document” close and convert to the applicable Knowledge Management (KM) Document records, as Process Designer now manages KM Documents.  Additionally, you do not need a Change Management license to operate Knowledge Management.

KM Document records are created with an applicable status, based on the current phase of the Change Management records. The mapping is described in the following table.

cm3r (based on current.phase) kmdocument (status)

KM 1 Triage

Triage

KM 2 Revise

Revise

KM3 Review read-only

Review

KM 4 Conclude

Conclude

Two fields are also mapped from a Change Management record to a Knowledge Management document, as described in the following table.

Change Management Knowledge Management

assigned.to

assignedEditor

Coordinator

documentOwner

Another functionality is included in the upgrade script. Operators with the capability word “SysAdmin” or “KMAdmin” will have a security role in their operator record as System Administrator and Knowledge Administrator.

Note When using the new Process Designer workflow, the following applies:

  • All open change records of category ‘KM Document’ close with the completion code
    ‘1’ – Successful.
  • The corresponding KM document status changes from working copy to the status based on the current phase of the change record.
  • The upgrade to Process Designer for Knowledge Management is mandatory.