Reference 360

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Reviewing tasks

You can review and approve or reject changes proposed by other users.

Users assigned the following roles are responsible for reviewing and approving or rejecting changes proposed by other users:

Reference 360 Primary Owner role and the Primary Owner stakeholder role for a code list.

Reference 360 Business Steward role and the Business Steward stakeholder role for a crosswalk.

Reference 360 Planner role and the Planner stakeholder role for a hierarchy.

In the

Workflow Inbox

tab or from your notification inbox, select a task.

The

Task Details

panel displays the details of the task.

Review comments in the task.

To work on a task, click

Claim

After you claim a task, other users can't work on it.

To confirm whether the proposed changes are correct, review the

Compare Versions

section.

To resolve the task, select one of the following task actions:

Option	Description
Approve	If you agree with the changes, click Approve . The draft and proposed changes become part of the active version.
Reject	If you disagree with the changes and think that the asset does not need to be changed, click Reject . Add a comment to explain your decision. The draft and proposed changes are discarded.

To send back the task or return the task to the pool of unassigned tasks, select one of the following task actions:

Option	Description
Send Back	If you disagree with some of the changes or think that some changes are missing, click Send Back . Add a comment to explain your decision. The draft and proposed changes aren't discarded.
Release	To return the task to the pool of unassigned tasks, click Release .

Click

You receive an email notification confirming your action. Other assignees receive an email notification notifying them that another user performed an action on the approval request. The requester receives a notification in their inbox notifying them that an approver performed an action on the approval request.

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Reference 360

Reference 360

Reviewing tasks

Reviewing tasks