User Guide

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Reviewing an Edited Record

When you open a task to review an edited record, the fields that contain edited values are marked.

In the MDM Hub Store, the proposed edits are contained in a cross-reference record that is set to the pending state.

In the task inbox of the

Home

page, click a task that is a request to review an edited 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 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

Look for highlighted fields and decide if the edits are valid.

If you see a typographical error or an incorrect value for which you know the correct value, click

Edit

, and edit the field.

The next step depends on whether you have enough information to resolve the task or if 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 agree with the edits and the task type permits you to approve changes, 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 agree with the edits, 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 edits, click Reject and type an explanation in the Comment box. The ActiveVOS Server notifies the person who edited 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 available tasks, click Disclaim and type an explanation in the Comment box. Someone with the same role needs to take action on the task. If this option is not available, use the Release button.
Release	To return the task to the pool of available tasks, click Release and type an explanation in the Comment box. The release action is a task administration action. To release multiple tasks, from the Selected list, select Release .