Duplicate Record Status Indicators
When you finish work on a cluster, set the cluster status. The status indicates the action that another user or another data process can perform on the cluster data when you complete the task. Set the status that represents the condition of the preferred record when you finish work on the cluster.
Select a status indicator from the Cluster Actions menu on the Data Editing tab. The status indicators appear as icons in the list of clusters. If a user set a cluster status in an earlier task, you can update or clear the status.
Select one of the following status indicators when you finish work on a cluster:
- Mark as Reviewed
- Indicates that you reviewed the cluster data.
- Mark a cluster as reviewed to indicate to other users that you examined the cluster. The status does not describe the status of the preferred record or specify any further action for the record data.
- You can mark a cluster as reviewed and set another status indicator for the record. For example, you can reject a preferred record that you mark as reviewed.
- You can mark a cluster as reviewed in any task.
- Clear Reviewer Status
- Clears any status indicator from the cluster. Clear the status if you determine that the current status is incorrect.
- You can clear the status indicator in any task.
- Approve Record Edit
- Indicates that you analyzed the cluster in a review duplicates task and you agree with the current preferred record. Approve the record if you determine that the record contains the most accurate data for the business entity that the cluster represents.
- You can also approve a record edit in a review exceptions task.
- Reject Record Edit
- Indicates that you analyzed the cluster in a review duplicates task and you disagree with the current preferred record. Reject the record if you determine that the record does not contain the most accurate data for the business entity that the cluster represents.
- You can also reject a record edit in a review exceptions task.
Note: The status indicator must represent the current state of the preferred record. For example, you might reject a preferred record because you identify an error in the record. If you fix the error, update the cluster status.
Setting the Status of a Cluster
When you complete work on a cluster, set the cluster status. Set a status that represents the current condition of the records in the cluster. The status determines the action that another user or another data process performs on the data in the next stage of the workflow.
To set the cluster status, use the Cluster Actions menu options.
1. Open a correct duplicates task or a review duplicates task.
The list of the clusters in the task appears in a column on the Data Editing tab. The first cluster opens by default.
2. Optionally, select a different cluster.
3. Click Edit.
4. Optionally, update the preferred record or update the contents of the cluster.
5. To update the cluster status, perform one or more of the following actions:
- - Mark the cluster as reviewed.
Mark a cluster as reviewed to indicate to other users that you examined the cluster. You can mark the cluster as reviewed in a correct duplicates task and in a review duplicates task.
- - Clear the reviewer status.
Clear the status to remove any status indicator from the cluster. You can clear the reviewer status in a correct duplicates task and in a review duplicates task.
- - Approve the preferred record in the cluster.
Approve the record to indicate that you agree with the current preferred record in the cluster. You can approve the preferred record in a review duplicates task.
- - Reject the preferred record in the cluster.
Approve the record to indicate that you disagree with the current preferred record in the cluster. You can reject the preferred record in a review duplicates task.
6. Save the cluster to the task.
After you review all of the clusters in the task, update the task status. The task status indicates that the cluster records are ready for the next stage in the workflow.