User Guide

10.4

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Reviewing New Records

Review new records and then resolve the tasks by taking an action. If you cannot resolve the tasks, disclaim the tasks to return the tasks to the pool of available tasks. Or, if you know another user who can resolve the tasks, reassign the tasks to that user.

Before you begin, claim the tasks that you want to work on. For more information, see Claiming Tasks.

When you review tasks for new records, all field values in the new record need to be validated.

Click

Task Manager

The task panel contains a list of tasks.

Click

My Assigned Tasks

The task panel lists your assigned tasks.

Optionally, to find tasks to manage, use custom filters or search.

Click the

Filters

icon, and then add filters.

In the search box, enter a search term, and then click the search icon.

Select a task and determine if the values in the record meet your business requirements.

Repeat step 4 for each new record that you want to review.

Select the check box beside the tasks for which you want to take an action.

For example, you select the check box beside the tasks for new records that you want to approve.

The

Selected

list appears.

From the

Selected

list, click

More Actions...

The

More Actions...

dialog box appears.

To resolve the tasks, select one of the following actions:

Only the potential task actions shared by all the tasks appear. For more information, see Potential Task 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.
Send Back	If you require more information to review the edits, click Send Back . Type an explanation in the Comment box.
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.
<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 tasks are closed.

To change the ownership of the tasks without resolving the tasks, select one of the following actions:

Only the potential task actions shared by all the tasks appear. For more information, see Potential Task 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 tasks are reassigned to the selected person. If this option is not available, close the More Actions... dialog box. From the More Actions... , select Edit , and then select the user from the Assignee list.
Disclaim	To return the tasks to the pool of available tasks, click Disclaim and type an explanation in the Comment box. Users with the same role can take action on the tasks.

The tasks remain open, but are no longer assigned to you.

If prompted, add comments or attachments to provide additional information.

Whether you are prompted and required to add a comment or attachment depends on the

Data Director

configuration. A red line appears to indicate required fields.

The task panel updates. Based on your changes, some tasks might not appear in the task panel.

Rename Saved Search

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User Guide

User Guide

Reviewing New Records

Reviewing New Records