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  1. Preface
  2. MDM and Embedded ActiveVOS
  3. Configuring Workflow Tasks and Triggers
  4. Running the Migration Script
  5. Frequently Asked Questions

Review an Update

Review an Update

If your role requires you to review or approve updates, you receive task notifications about the updates in your IDD Task Inbox. Open a task to review the entity that changed.
By default, the Task Inbox appears at the top of the Start workspace, with a title that begins
Tasks For
.
  1. In the Task Inbox, select a task.
  2. To let other people with the same role know that you are working on a task, right-click the task and select
    Claim Task
    .
  3. Click
    Open Task
    .
    The entity associated with the task opens in the Data tab. The record state for the entity is set to PENDING. Icons indicate which areas contain the updated data.
  4. For each area with a change icon, review all changed data to see if the changes meet your business standards.
  5. Based on the results of your review, click
    Task Actions
    and select an appropriate action.
    • If you agree with the update and the task type permits you to approve updates, click
      Approve
      . The
      ActiveVOS Server
      marks the related Final Review people activity as completed and performs the next activity in the process.
    • If you agree with the update, but the task type does not permit approval at this point in the workflow, click
      Escalate
      . The
      ActiveVOS Server
      marks the related Review No Approve people activity as completed and performs the next activity in the process.
    • If you disagree with the update, click
      Reject
      and type an explanation in the Comment box. The task is reassigned to the person who initiated the update.
    • If you think that you are the wrong person to assess the validity of this update, click
      Disclaim
      and type an explanation in the Comment box. Someone with the same role needs to take action on the task.

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