Data Director User Guide

10.3

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Reviewing New Records

When you open a task to review a new record, all field values in the record need to be validated. If you are one reviewer in a progressive multiple step review process, validate only the fields that you are responsible for validating.

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.

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

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

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

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 think the record is acceptable, and the task type permits you to approve it, click Approve . The ActiveVOS Server marks the related Final Review people activity as completed and performs the next activity in the process.
Escalate	If you think the record is acceptable, 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.
Reject	If you disagree with the one or more values, click Reject and type an explanation in the Comment box. The ActiveVOS Server notifies the person who added the record. If a source system updates the rejected record, the record goes through the approval process again.
`<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.