dspCompose

Review Request Data

The primary responsibility of the Review role is to evaluate the work of the Data Entry role(s) for accuracy and completion.

NOTE: Templates in dspCompose™ are highly customizable and can be configured to have multiple Role IDs with the Role Type of Data. Users assigned to these roles add or update request data. A template can have multiple Data Entry roles. The generic term “Data Entry role” is used throughout this use case, and can refer to one or multiple Role IDs with the Role Type of Data.

NOTE: The data available to specific users for review can be controlled using Review filters. Refer to Create Review Filters for more information.

NOTE: Review filters only apply to dspCompose™-generated Review/Approve pages. If a custom page is assigned to a Review role, then the Review filters do not apply to that page.

NOTE: When the Data Entry role user clicks Finish for the role, the user assigned to the Review role for the request will receive an email if the SEND WORKFLOW check box is enabled for that user on the User page. If multiple Data Entry roles exist for the template, the Review role will receive the notification when the final Data Entry role in the workflow clicks Finish.

NOTE: If the request has Org Units assigned, dspCompose™ will only send workflow emails to users who have Org Unit security for values on the request.

To review the request data:

  1. Click the Workflow link in the email to be directed to the request

    Or

    Select Requests on the Navigation pane.

  2. Click Roles for a request.

    NOTE: The count on the Roles icon is the number of roles the current user can access, not the total number of roles for the request.

  3. Click DATA ENTRY for the ReviewROLE ID.

  4. Review the data for accuracy.

    NOTE: If the parameter Allow Partial Approval is enabled on the Template tab of the Parameters page, the Review role can approve or reject each record separately. Refer to Allow Partial Approval for further information.

    NOTE: If the Use Comparison Approval Page check box is enabled for the Template, the review page will display both the current target system’s values and the values changed. Refer to Use Comparison Approvals for more information.

  5. Click Back button on the browser to return to the Request (Role)page.

  6. Click Approve to confirm the data is correct. This process initiates the workflow email to users assigned to the Post role.

    Or

    Click Reject if there are errors in the data. This process resets the role. Refer to Reject a Role for detailed information.