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How do I review the records added by users?

Lincoln avatar
Written by Lincoln
Updated over 2 weeks ago

Brief Introduction

Having admins review records added by other users help verify the accuracy and completeness of records before they are officially added to the system. This reduces the chances of incorrect or incomplete data entering the system.

Role

This article is relevant for admins and users with Review Data Table permissions.

Instructions

Go to Settings.

Click Master Data Management.

Select a table from the list.

Go to Processing tab.

The list of records for review will appear here. Select a record and click Review.

A modal will appear. Complete the record attributes as needed. Then, you can either Approve or Reject the record. Select type of processing of the new record, then click Proceed.

If you click Approve New Record, the record will be moved to the Active tab. If you choose Reject New Record, it will be moved to the Rejected tab.

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