Utilizing AQI for Annual Knowledge Reviews

[emilyswanger]

Does anyone utilize AQI for Knowledge Reviews? I would love to utilize the AQI feature for my annual Knowledge Reviews, however there is no OOB functionality to automatically assign AQIs to Knowledge Groups or Authors. Would be nice to have. Right now, we utilize a manual process (I run a report based on a custom Review Date field) and then manually send a notification to my author/SME to ask them to review and/or update if needed.

[shannont]

Hi @emilyswanger ,

We do utilize the AQI in some of our KBs.  It is embedded in our article approval process workflow meaning that our KCS Coaches can hit a Perform AQI button during their article reviews as part of the publishing workflow process.  From your needs, if an annual review is what you are looking for, it sounds like you might want to consider using Article Validity?

[emilyswanger]

Hi @shannont would love to know more about your approval workflow process that embeds AQI?

I was not aware of the purpose of the valid-to field other than it would make my articles disappear when the date was reached. We could definitely leverage this to automate our review notifications.

[shannont · Accepted solution]

Hi @emilyswanger ,I would suggest taking a look at the following SNOW docs for more detail:

• Article Quality Index for KM
• Use AQI

I thought this visually might help as well as we have the AQI associated to the KB I'm creating the article in:

The KB Workflow is approval/publish and our KCS Coaches are in the workflow reviewing the content via performing an AQI where appropriate.  The AQI isn't mandatory as we train our KCS Coaches to use it often with a new Author and then cut down to a sampling as that Author becomes more proficient and perhaps can ultimately become a KCS Coach or earn the right to publish their own content.  

The risk of the Valid to field is what you've called out that yes, it does remove the article from search if no action is taken.  But, you can use notifications (which some may still ignore), training and reporting to assist Authors in completing the activity on time.  

Good Luck!

[David Kay]

The Content Standard Checklist (formerly known as the Article Quality Index or the AQI) process is part of KCS.  In KCS, the primary way articles are reviewed is when they're being reused...so there's no annual / semi-annual review cycle.  The Content Standard Checklist is designed to be used as a sampling / spot-checking mechanism to ensure licensed participants are keeping up the good work.  Coaches also use them as they're working with their coachees to build the proficiencies needed to be licensed.  So although you're reviewing content, you're doing it to help coach and reinforce behavior...it's not really about the content.

By the time you're licensed, you should be hitting every Content Standard Checklist item essentially every time--so if you choose to score it, it ought to be something between 96% and 98%, in our experience.

None of this is to say it's wrong to use a checklist to do your annual content review (if you're going to do one.) It's just not related to the former AQI process.