User Guide

Back Next

Reviewing Merge Proposals

When you open a task to review a merge proposal, the primary record appears beside the records that are selected for the merge.

In the task inbox of the

Home

page, click a task that is a request to review a merge proposal.

The record opens in the review panel of the Task Manager.

If you open an unassigned task, be sure to claim it before you start work.

Review the merge preview and determine if the merge is valid. The fields that appear in the merge preview are highlighted.

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

Action	Description
Merge	If you agree with the merge proposal and the task type permits you to approve changes, click Merge . The ActiveVOS Server marks the related Merge people activity as completed and performs the next activity in the process.
Cancel	If you disagree with the merge proposal, click Cancel and type an explanation in the Comment box. The ActiveVOS Server notifies the person who proposed the merge.
`<Other>`	If you see other options in the menu, then your organization uses a custom business process. If the purpose of the option is not clear and your role permits access to the ActiveVOS console, you can open the process to understand the workflow. Otherwise, contact the person who created the business process.

The task is closed.

To change the ownership of the task without resolving the task, click an appropriate action button, or click

More Actions

and select one of the following actions:

Action	Description
Reassign	To ask another person to review the proposed changes, click Reassign , select the user, and type an explanation in the Comment box. The task is reassigned to the selected person. If this option is not available, click Task Details and select the user from the Assignee list.
Disclaim	To return the task to the pool of unassigned tasks, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task.