Before you begin
A campaign owner has created the campaign and granted you access to it.
For further information, see Adding an Arbitration campaign for Beta testing.
A campaign owner has assigned you tasks in the campaign.
For details, see Assigning and reassigning tasks as a campaign owner.
Otherwise, you can assign the tasks to yourself. For details, see Assigning and delegating tasks as a data steward.
- In the MY TASKS page, click the campaign name,
Beta Candidates in this example, to open a list of the
tasks assigned to you.You need to select from a customer list the appropriate candidates for a beta test planned by your enterprise. Once the list is created, all the processes of a beta program is made much easier, for example distributing the product, collecting and evaluating feedback and so on.
- Select one task or use the Ctrl/SHIFT key to select multiple tasks and click
Yes or NO.In this example, you want to accept for beta testing all the candidates from the marketing and technical departments. In such a case, you use the chart in the right-hand panel to filter your records by the Occupation column before you select the tasks and click on YES for your choice.Listed tasks are tagged with green to show that a decision has been taken on them.
- Click VALIDATE CHOICES in the top-right corner of the page to validate the choices you have done on the tasks.
Choices are set, data records are validated and moved from your list. Data records are transitioned to the second step in the workflow where they need to be approved by another data steward or where they are already resolved depending on the workflow defined in the campaign.