Reopening the tasks that have been resolved and transitioned to the final state
in the workflow is sometimes necessary to fix the updates done on the values in master
records.
About this task
Master records are approved and
marked as resolved. The data steward who is granted the
Account manager role can now access the list of the resolved tasks and
decide whether it is necessary to reopen some tasks and fix the updates done on the
values.
Procedure
-
Log in as a data steward.
-
On the Tasks page, click
the campaign name, Reconciling client
data.
Resolved tasks are always unassigned. The data steward who has
the
ACCOUNT MANAGER role in this example
can access them.
-
On the menu bar, use the combinations and to open the list of the resolved tasks.
-
Select a task or hold the
Ctrl +
Shift
keys and select the tasks for which you need to
take a different decision.
-
In the right panel, click Task and:
-
Expand Reopen tasks.
-
Select Selected tasks from the
Selection list.
-
Select To validate from the Target
state list.
-
Optionally, in the Comment field enter an explanation to your decision of
reopening the task.
-
Click Submit.
Results
The selected tasks are reopened and sent back to the validation state in the
workflow.