ActiveVOS® Setup Guide

10.5

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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
.

In the Task Inbox, select a task.

To let other people with the same role know that you are working on a task, right-click the task and select

Claim Task

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.

For each area with a change icon, review all changed data to see if the changes meet your business standards.

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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ActiveVOS® Setup Guide

ActiveVOS® Setup Guide

Review an Update

Review an Update