MDM - Customer 360
- MDM - Customer 360 10.4
- All Products
Task
| Procedure
|
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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:
|
Finalize the best version of the truth.
| Select the field with the correct value or enter the correct value in the
Merge Preview column.
|
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. |
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 .
|