Data Director User Guide

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Reviewing Merge Tasks

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

In the task inbox of the

Home

page, click a task that is a request to review a merge proposal.

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.

Optionally, review the comments and attachments.

Click the

Comments

tab, and then review the comments.

Click

Task Details

Download attachments in the

File Attachments

section.

Click

Cancel

Review the merge preview and determine if the merge is valid. The fields that appear in the merge preview are highlighted.

The next step depends on whether you have enough information to resolve the task or if you think someone else should assess it.

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.

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

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.

The task is closed.

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 unassigned tasks, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task.