User Guide

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Reviewing a New Record

When you open a task to review a new record, review all field values in the record that need to be validated.

In the MDM Hub Store, the parent record and child records are in the pending state until the new record is approved.

In the task inbox of the

Home

page, click a task that is a request to review a new record.

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.

Determine if the values in the record meet your business requirements.

To make changes to the record data, perform the following steps:

Click

Edit

Make the changes as required, and then click

Save

To resolve the task, click an appropriate action button, or click

More Actions

and select one of the following 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 task is closed.

Confirm your action in the confirmation dialog box.

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 available tasks, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task. If this option is not available, use the Release button.
Release	To return the task to the pool of available tasks, click Release and type an explanation in the Comment box. The release action is a task administration action. To release multiple tasks, from the Selected list, select Release .