---
title: "Review and edit source record"
slug: "review-and-edit-source-record"
description: "Review and process data quality assessment results, fix errors, and manage workflows efficiently in the Data Quality Studio."
tags: ["Task", "Data Quality Studio", "DQS"]
updated: 2026-09-23T08:28:37Z
published: 2026-09-23T08:28:37Z
canonical: "docs.staedean.com/review-and-edit-source-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review and edit source record

As a data owner, you can review and process data quality assessment results.

For each record with errors or warnings, you can open the source record to review the error or warning and, if desired, make changes.

Usually, you review and change the source record in case of a validation rule error or warning.

## Steps

1. Go to **Data quality studio** > **Inquiries** > **Quality assessment exceptions** log.
2. In the list, find and select the desired record with review status '**In progress**'.
3. Click **Open source record**.
4. If desired, click **Edit**, and make changes to solve the errors or warnings.
5. Close the page.
6. Close the page.

## Start a data entry workflow for the record

Instead of reviewing and editing the source record yourself, you can use a data entry workflow to make the changes. A data entry workflow can be started manually or automatically:

- **Manually**: On the **Quality assessment exceptions** log (after step 1 above), select an entry, and click **Run workflow**. You can then skip the remaining steps. To set this up, define the workflow template and related settings on the data quality assessment project.
- **Automatically**: A data entry workflow can also be started automatically, right after the data quality assessment run finishes. To set this up, select **Yes** in the **Auto-initiate workflow** field, and define the trigger criteria, on the data quality assessment project.

For details on the Data Entry Workflow integration setup, see [Set up data quality assessment project](https://docs.staedean.com/docs/en/set-up-data-quality-assessment-project).

> [!NOTE]
> Notes
> 
> - A record can fail several validations or duplicate checks. For each failed validation rule or duplicate check rule, a separate entry is created in the **Quality assessment exceptions log**. Only one data entry workflow is started per record, whether you start it manually or it is started automatically.
> - If an active data entry workflow instance already exists for a record, no new instance is started for that record. This also applies if the existing instance was created by a different quality assessment project.

### Workflow-related fields in the **Quality assessment exceptions** log

The **Quality assessment exceptions** log shows the following fields to track the data entry workflow status of a record. These fields apply whether the data entry workflow is started manually or automatically, and are populated automatically.

| Field | Description |
| --- | --- |
| **Workflow instance id** | Shows the ID of the data entry workflow instance that is started for the record. Select the link to open the workflow instance. |
| **Workflow initiated** | Shows whether a data entry workflow is started for the record: **Yes** or **No**. |
| **Workflow initiation date** | Shows the date the data entry workflow instance is started. |
| **Initiation mode** | Shows whether the data entry workflow is started **Manually** or **Automatically**. |
| **Workflow initiation status** | Shows the outcome of the data entry workflow initiation: - **Not initiated** - **Initiated** - **Skipped - active instance exists** - **Workflow creation failed** - **Workflow cancelled** |
| **Workflow initiation message** | Shows additional information about the initiation outcome, for example the reason a data entry workflow is skipped or failed. |
| **Blocking workflow instance** | Shows the active data entry workflow instance that prevents a new instance from being started for the record. |

## Related

- [Data entry workflow integration](/data-entry-workflow-integration.md)
- [Set up data quality assessment project](/set-up-data-quality-assessment-project.md)