User Guide

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Reviewing Merge Tasks

Review merge tasks and then resolve the tasks by taking an action. If you cannot resolve the tasks, disclaim the tasks to return the tasks to the pool of available tasks. Or, if you know another user who can resolve the tasks, reassign the tasks to that user.

Before you begin, claim the tasks that you want to work on.

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

Click

Task Manager

The task panel contains a list of tasks.

Click

My Assigned Tasks

The task panel lists your assigned tasks.

Optionally, to find tasks to manage, use custom filters or search.

Click the

Filters

icon, and then add filters.

In the search box, enter a search term, and then click the search icon.

For more information, see Finding Tasks.

Select a merge task, and then review the merge task and determine if the merge is valid. The fields that appear in the merge preview are highlighted.

If required, make changes to the proposed merge task.

To change the proposed merge task, perform any of the following tasks:

Task	Procedure
Add records that you want to merge.	Click Add Candidate . You can search for records and add the records to the view.
Remove records that you do not want to merge.	From the Actions menu, select an option: Remove Candidate . Removes a manually added record from the review panel. Not a Match . Removes a system matched record from the review panel and dissociates it as a match of the target record.
Finalize the best version of the truth.	Select the field with the correct value or enter the correct value in the Merge Preview column.

Click

Update

The merge task is updated.

Repeat steps 4 through 5 for each merge task that you want to review.

Select the check box beside the tasks for which you want to take an action.

For example, you select the check box beside the merge tasks that you want to approve.

The

Selected

list appears.

From the

Selected

list, click

More Actions...

The

More Actions...

dialog box appears.

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

Only the potential task actions shared by all the tasks appear. For more information, see Potential Task Actions.

Option	Description
Merge	If you agree with the merge proposals and the task types 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 proposals, 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, 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 your MDM administrator.

The tasks are closed.

To change the ownership of the tasks without resolving the tasks, 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 tasks are reassigned to the selected person. If this option is not available, close the More Actions... dialog box. From the More Actions... , select Edit , and then select the user from the Assignee list.
Disclaim	To return the tasks to the pool of available tasks, click Disclaim and type an explanation in the Comment box. Users with the same role can take action on the tasks.

Only the potential task actions shared by all the tasks appear. For more information, see Potential Task Actions.

The tasks remain open, but are no longer assigned to you.

If prompted, add comments or attachments to provide additional information.

Whether you are prompted and required to add a comment or attachment depends on the

Data Director

configuration. A red line appears to indicate required fields.

The task panel updates. Based on your changes, some tasks might not appear in the task panel.

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Table of Contents

User Guide

User Guide

Reviewing Merge Tasks

Reviewing Merge Tasks