Rules and Guidelines for Exception Tasks
The process to review and update the exception records in a data set is collaborative. You might work on records that another user analyzed in an earlier task. Or, the records that you work on might pass to another user when you complete a task. Each user can review and update the work of the other user.
Consider the following rules and guidelines when you work in an exception record task:
- •When you set the status of a record, you can indicate that you reviewed the record. The review status does not describe the accuracy or the data quality of the record. For example, you can accept, reject, and reprocess a series of records, and you can mark each record as reviewed.
As a best practice, mark every record that you examine as reviewed. The status confirms to a user in a downstream task that another user examined the record. When you update the data in a record, mark the record as reviewed regardless of the presence or absence of another status indicator on the record.
- •You can set any status indicator when you update a record. For example, you can update a record that you reprocess. The update that you make can help the next user or a downstream data process to analyze and repair the data.
- •The data values and the status indicators on a record can change independently of one another across multiple tasks. When you update a record, verify that the data values and the status indicators are current and accurate. The changes that you make can overrule the decisions that another user made.
- •The audit trail stores every change that a user makes to the data values and the status indicators on a record. The audit trail does not store changes to the text in a note that you add to the record.
- •The data that you work on can pass to a task that corrects data or a task that reviews data. For example, a developer who configures a Human task in a workflow might specify multiple correct exceptions tasks in sequence. The developer might follow a review duplicates task with a correct duplicates task.