Subject Matter Expert assignments
Overview
Subject Matter Experts (SMEs) are team members designated as reviewers for specific requirement categories. When a questionnaire requirement is created with that category, assigned SMEs are auto-assigned as reviewers — routing compliance review without manual picking on every row.
Configure categories before SME assignments — combobox options come from the category catalog.
Tip: Before a large questionnaire import, confirm you have:
Finalized Requirement categories labels and colors
At least one SME per critical category (Technical, Legal, Financial)
Backup SME on high-risk categories for leave coverage
Removed assignments for departed members
Communicated that reviewer assignment ≠ automatic email (depends on notification settings)
Important: Renaming a category updates SME bindings via slug events — do not delete categories in use without reassigning requirements.
How to open
Team → Questionnaires → Subject Matter Experts
Page title: Subject Matter Experts
Intro: "Designate one or more team members as Subject Matter Experts for each requirement category. When a questionnaire requirement is created with that category, the SMEs are auto-assigned as reviewers."
Prerequisites
Requirement categories configured.
Default categories (Technical, Functional, Business, Security, etc.) seed on team creation.
Team members invited via Team members.
```mermaid
sequenceDiagram
participant Admin
participant SME as SME page
participant Cat as Category
participant Q as Pursuit questionnaire
Admin->>SME: Assign Alice → Technical
Note over Q: New requirement
Q->>Cat: category = technical
Cat->>Q: Auto-assign Alice reviewer
```
Page layout
Member table
Pagination
Members paginate (≈20 per page). URL ?page= restores on reload. SME catalog reloads when page changes.
Assigning an SME — numbered steps
Locate member row.
Click Select category combobox.
Search or scroll (badges match category colors).
Select category — saves immediately.
Repeat for additional categories per member.
Combobox disables when member has all categories assigned.
Removing an assignment
Click × on category badge — revokes immediately. Empty column shows No assignments (italic muted).
Category badge colors
From team requirement category configuration — same palette as pursuit questionnaire filters and category admin table.
Data flow to pursuit
Loading and error states
Numbered workflow — team setup before first pursuit
Questionnaires → Requirement categories — trim list to committees you use.
Subject Matter Experts — assign leads per category.
Optional second SME on Technical + Legal.
Create pursuit → import requirements with categories from analysis.
Verify reviewer avatars on sample rows in Questionnaire.
Adjust SME page if routing wrong.
Permissions
Administrators typically manage assignments. All members can view coverage map.
Best practices
Assign two SMEs on critical categories for backup
Align with real org structure — avoid assigning everyone to everything
Update when members leave
Rename labels in categories page — not by delete/recreate
Pair with questionnaire filters by Reviewer for standup views
Edge cases
FAQ
Do SMEs get notified automatically?
Reviewer recorded on requirement; notifications depend on pursuit/task settings.
One member all categories?
Allowed but reduces separation of duties.
Pursuit-specific SMEs?
Assignments are team-global — not per pursuit.
Import requirements without category?
May land uncategorized — no auto reviewer until categorized.
Guest reviewers?
Must be team members.
Export assignment matrix?
Screenshot or manual doc — no standard export.
Related articles
Requirement categories
Team members
Questionnaire
First pursuit workflow
Team overview