Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Reviewing New Records

Reviewing New Records

Review new records 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 tasks for new records, all field values in the new record need to be validated.
  1. Click
    Task Manager
    .
    The task panel contains a list of tasks.
  2. Click
    My Assigned Tasks
    .
    The task panel lists your assigned tasks.
  3. 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.
  4. Select a task and determine if the values in the record meet your business requirements.
  5. Repeat step 4 for each new record that you want to review.
  6. Select the check box beside the tasks for which you want to take an action.
    For example, you select the check box beside the tasks for new records that you want to approve.
    The
    Selected
    list appears.
  7. From the
    Selected
    list, click
    More Actions...
    .
    The
    More Actions...
    dialog box appears.
  8. 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.
    Action
    Description
    Approve
    If you agree with the edits and the task type permits you to approve changes, click
    Approve
    . The ActiveVOS
    ®
    Server marks the related Final Review people activity as completed and performs the next activity in the process.
    Send Back
    If you require more information to review the edits, click
    Send Back
    . Type an explanation in the Comment box.
    Reject
    If you disagree with the one or more edits, click
    Reject
    and type an explanation in the Comment box. The
    ActiveVOS Server
    notifies the person who edited the record.
    <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 tasks are closed.
  9. 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.
  10. 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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