Exception Management Guide

10.5.4
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- 10.5
- 10.4.0

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Setting the Status of a Cluster

When you complete work on a cluster, set the cluster status. Set a status that represents the current condition of the records in the cluster. The status determines the action that another user or another data process performs on the data in the next stage of the workflow.

To set the cluster status, use the

Cluster Actions

menu options.

Open a correct duplicates task or a review duplicates task.

The list of the clusters in the task appears in a column on the Data Editing tab. The first cluster opens by default.

Optionally, select a different cluster.

Click

Edit

Optionally, update the preferred record or update the contents of the cluster.

To update the cluster status, perform one or more of the following actions:

Mark the cluster as reviewed.

Mark a cluster as reviewed to indicate to other users that you examined the cluster. You can mark the cluster as reviewed in a correct duplicates task and in a review duplicates task.

Clear the reviewer status.

Clear the status to remove any status indicator from the cluster. You can clear the reviewer status in a correct duplicates task and in a review duplicates task.

Approve the preferred record in the cluster.

Approve the record to indicate that you agree with the current preferred record in the cluster. You can approve the preferred record in a review duplicates task.

Reject the preferred record in the cluster.

Approve the record to indicate that you disagree with the current preferred record in the cluster. You can reject the preferred record in a review duplicates task.

Save the cluster to the task.

After you review all of the clusters in the task, update the task status. The task status indicates that the cluster records are ready for the next stage in the workflow.

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Table of Contents

Exception Management Guide

Exception Management Guide

Setting the Status of a Cluster

Setting the Status of a Cluster