If a data entry workflow task is assigned to you, you can do the task.
The purpose of a data entry workflow task can be:
You can use a data entry workflow task for several purposes. This table explains the purposes:
Purpose | Description |
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Enter data |
Fill in a set of fields as defined for the related step in the data entry workflow template. If a grid is shown, you can enter several records. |
Review data | Review or reconsider a filled in value for which an approver did a change request. |
Complete task | Complete the data entry workflow task. Based on the applicable data entry workflow template setup, the next workflow task is created with the applicable assignment. |
You can use an approval step for several purposes. Depending on the step setup in the related data entry workflow template, you can have these options:
Option | Description |
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Approve |
The approver can approve by field or approve all fields at once. If a grid is shown, you only can approve by grid record.
|
Change request |
The approver can approve or request a change by field. For each change request, the approver can enter a comment to explain the requested data change for the field. If for a field a change is requested, the Change request button becomes available. If the approver clicks the Change request button, the workflow task (step) where the field was initially filled in is reactivated with the applicable assignment. |
Delegate | The approver can assign the approval task to another user. |
Reject | The approver can reject all fields at once. As a result, the data entry workflow is canceled. So, no next workflow task is created. |
During data entry workflow execution, for a fuzzy duplicate check step, the fuzzy duplicate check is done automatically. As a result of the fuzzy duplicate check, it can be that:
Depending on the fuzzy duplicate check step setup, when possible duplicates are found, you can have these options:
Option | Description |
---|---|
Approve |
You can approve that the newly entered data is not a duplicate. When you click Approve, the data entry workflow is continued. |
Delegate |
You can assign the possible duplicates evaluation task to another user. |
Reject | You can reject the newly entered data because it is a duplicate. When you click Reject, the data entry workflow is canceled. |
1. | Click Data entry workflow management. |
2. | Click the Open tasks assigned to me tab. |
3. | Sub-task: Do data entry task. |
3.1 | In the list, find and select the desired data entry task. |
3.2 | Click Open. |
3.3 | Fill in the fields and click Complete. |
4. | Sub-task: Do approval task. |
4.1 | In the list, find and select the desired approval task. |
4.2 | Click Open. |
4.3 | Review the data of the shown fields and choose the desired approval option. |
Related to | Notes |
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Manage workflows |
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