Subject Matter Expert (SME) Management

A Subject Matter Expert (SME) is an individual who possesses specialized knowledge, expertise, and proficiency in a particular field, topic, or subject area. SMEs are often sought after for decision-making, problem-solving, or providing guidance within their particular area of expertise. SMEs must have a Percipio user account.

If you have the Question and Answer (Q&A) feature turned on, learners can post questions on the Q&A tab for Skillsoft courses. If you have the Allow AI to answer questions posted in the Q&A tab of Skillsoft courses feature turned on, Skillsoft AI automatically answers questions posted by learners.

Subject matter experts (SME) that site admins designate can review and monitor Q&A activity for their assigned subjects and channels. SME's are responsible for:

  • Answering a question asked by a learner
  • Removing entries that are reported as inappropriate
  • Dismissing reported entries that are not inappropriate
  • Validating entries provided by AI

View content associated to an SME

To access the Subject Matter Expert (SME) Management page:

  1. From the from the Users menu, select SME Management. The SME Management page shows a list of SMEs.
  2. Locate the SME name in the list.

  3. Select the hyperlinked number in the Associated content column to view the content assigned to the SME.

Bulk import SMEs

You can add multiple SMEs to help you review and respond to Q&A activity. For each SME, you specify the content that they are responsible for monitoring. To get started:

  1. From the User menu, select SME Management.
  2. Select Download SME List. This contains a list of all subjects and channels and their content IDs that you need when you complete the SME upload template.
  3. Select Bulk Import SMEs.
  4. Select Download CSV template.
  5. Edit the template file. Add a new row for each Content ID that a SME needs to be associated with. Review each column description for details on where to find the information to add to each column.
  6. Save the template as a CSV file. The maximum file size that you can upload is 500 KB.
  7. Upload your CSV file and review the preliminary results. Fix any errors and re-upload.
  8. Select Import SMEs. Only those records that passed will upload. The Recent imports table is updated. Select Actions to view import details or download the import validation report.

Unassign SMEs

You can unassign an individual SME:

  1. From the Users menu, select SME Management.
  2. Locate the SME name in the list.
  3. From the actions menu on the right, select Unassign as SME.
  4. Confirm that you want to delete the record. The table gets updated within 24 hours.

Columns

The following columns are currently available in the CSV template. Items with an asterisk are required when completing the template for bulk import.

  • CONTENT ID: A unique identifier for a specific subject or channel. You can get this information from the Download SME List where you will find Subject or Channel UUID columns that contain the value to use in the Content ID field.
  • CONTENT TYPE: Specify subject or channel. If you specify a subject, it includes all channels and each channel's content underneath it. A channel just includes all content within the channel.
  • CONTENT TITLE: The name of the subject or channel. You can get this information from the Download SME list.
  • SME USER ID: From the User listing report, locate the User ID of the SME and enter it in this column. You must select to add the User UUID as a column to this report. You can add multiple SMEs for a content ID by separating their ID with the pipe symbol (|).

These additional columns are available on the Subject Matter Expert (SME) Management list:

  • NAME: The first and last name of the SME, or the USER ID if name is not specified on the user profile.

  • EMAIL ADDRESS: The value entered in the Email address user attribute; the user's email address.

  • USER ID: The value entered in the User ID attribute. It is used to identify a user inside Percipio.

  • STATUS:The status of the user, Active or Inactive.

  • ASSOCIATED CONTENT:Select to displays a list of the content associated to the SME.

SME Activity report

You can use the SME Activity report to see how learners are using the Q&A feature, which courses generate the most questions, and how SMEs are responding to questions and AI responses.

These columns are available when you download the SME activity report:

  • SME User id: The value entered in the User ID attribute for the SME. It is used to identify a user inside Percipio.
  • SME User name: Also called a Login Name, learners use this to sign into Percipio.
  • Total no of courses with activity: The total number of associated courses for the SME that have questions on the Q&A tab.
  • Total no of questions count: The total number of questions across all associated courses for the SME.
  • Questions answered by SME count: Number of questions responded to by the SME.
  • Unanswered questions count:Number of questions number of questions across all associated courses for the SME that have no response.
  • Reported entries count: Total number of Q&A entries that were reported by learners.
  • Resolved entries count:Total number of reported Q&A entries that the SME resolved.
  • AI endorsed by SME answers count: The number of AI answers that the SME has endorse.

SME List report

Use this report to get the subject and channel names and IDs needed when adding SMEs via batch. After you add SMEs, use this list to see all associations. The following columns are available when you download the SME list report:

  • Subject Name: The title of the subject.
  • Subject UUID: The unique identifier for the subject.
  • Channel Name: The channel title.
  • Channel UUID: The unique identifier for the subject.
  • SME UserIds: The value entered in the User ID attribute for the SME. It is used to identify a user inside Percipio.