Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Supplier 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Approving Supplier Records
  7. Editing Records
  8. Managing Suppliers
  9. Communicating with Suppliers
  10. Creating Supplier Profiles on the Supplier Portal

Managing Tasks

Managing Tasks

A task represents a step in a business process. A workflow consists of a sequence of steps. For example, supplier approval might be a workflow that consists of a sequence of steps that the authorized users must follow to approve a supplier.
The user role determines the privileges that a user has and the task that the user can perform. For example, a Finance Manager user can review and edit the banking and tax details of a supplier but cannot edit the commodity or other details. A Compliance Manager user can assess the risks associated with a supplier but cannot edit the banking details of the supplier.
If you have the administrative access, you can view and administer the tasks that are assigned to other users and administer the unassigned tasks. You can review and maintain the tasks by reassigning the tasks, changing the task priority, adding comments, and setting the due dates.

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