Data Director User Guide

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Reviewing a Hierarchy Task

Review the proposed changes to a hierarchy by marking the changes that you want to accept and reject, and then performing a task action.

In the Task Manager, select a task that is a request to review an edited hierarchy.

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 task details, comments, attachments.

Click the

Comments

tab, and then review the comments.

Click

Task Details

Review the details of the task, such as the priority and due date.

Download attachments in the

File Attachments

section.

Click

Cancel

Review the changes in the hierarchy.

To accept or reject the proposed changes, click the appropriate icon beside the change:

Option	Description
Accept icon	Accept the proposed change to the hierarchy.
Reject icon	Reject the proposed change to the hierarchy.

By default, all changes are mark as accepted.

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

More Actions

and select one of the following actions:

Option	Description
Approve	If you think the proposed changes that you accepted and rejected are acceptable, click Approve . The ActiveVOS Server marks the related people activity as completed and performs the next activity in the process.
Cancel	If you think the proposed changes are no longer needed, click Cancel . The ActiveVOS Server closes the task.
Reject	If you want to send the proposed changes back for further review, click Reject . The ActiveVOS Server marks the related people activity as completed and sends the task back to the requester. The task displays the proposed changes that you marked as accept and reject.
Release	To return the task to the pool of unassigned tasks, click Release and type an explanation in the Comment box. Someone with the same role needs to take action on the task.