Knowledge Base, Queries & Advice Requests

Business perspective: Knowledge Base, Queries & Advice Requests

1. Business Summary

Captures knowledge base articles per account, query workflows tied to tasks, and consultation requests for jobs and tasks.

2. Business Value

Reduces repeated questions, escalations, and knowledge silos.

3. Users / Stakeholders

PMs, vendors, expert reviewers.

4. Workflows

  • KB entries authored per account/topic.
  • Query raised on a task → assigned to PM/responsible → resolved → optional KB article.
  • Advice requests for jobs/tasks → expert response.

5. Sub-Features

  • KnowledgeBasis per account.
  • QueryTopics for categorization.
  • RequestForJobAdvice / RequestForTaskAdvice.

6. Business Rules

  • Query has responsible_id + pm_id + answered_by.
  • Status implicit (open if not answered).

7. Data Entities

KnowledgeBasis, Query, QueryTopic, RequestForJobAdvice, RequestForTaskAdvice (and their Advis* aliases).

8. Entry Points

  • projects/knowledgeBases, projects/queries, projects/queryTopics, projects/requestForJobAdvices, projects/requestForTaskAdvices.

9. Inputs & Outputs

  • Inputs: question text, attachments, expert answers.
  • Outputs: KB entries, resolved queries.

10. Integrations

  • Email notifications.

11. Calculations / Logic

  • N/A.

12. Status Lifecycle

  • Open / answered / closed (implicit).

13. Permissions

  • PMs, vendors, experts.

14. Reports & KPIs

  • Open queries by PM/account, answer turnaround.

15. Risks & Observations

  • Statuses implicit; analytics weak without explicit transitions.

16. Source Code Evidence

  • app/Plugin/projects/Model/KnowledgeBasis.php, Query.php, QueryTopic.php, RequestForJobAdvice.php, RequestForTaskAdvice.php.
  • app/Plugin/projects/Controller/KnowledgeBasesController.php, QueriesController.php, QueryTopicsController.php, RequestForJobAdvicesController.php, RequestForTaskAdvicesController.php.

← Deep dives index