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.
In the Reconciling client data campaign created for this example, 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 given tasks and fix the updates done on the values in master records.
Before you begin
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A campaign owner has created the campaign and granted you access to it.
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Master records are approved and transitioned to the last step in the workflow.
Procedure
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On the TASKS page, click the campaign name,
Reconciling client data.
Resolved tasks are always unassigned. However, the data steward who has the ACCOUNT MANAGER role in this example can access them.
Results
The selected tasks are reopened and sent back to the validation state in the workflow.