When a business user learns that information about a person
or organization is incorrect, they can create a Change
Request task. The tasks are assigned to a data steward
or team and appear on the Work dashboard.
About this task
For example, when a sales representative learns that a customer
has a new address or phone number, the sales representative can create
a Change Request task. The Change Request task identifies the information that
needs to be updated. The task is then reviewed by a data steward for
approval.
Procedure
- Log in to the IBM® Stewardship Center Process Portal.
- In the Work dashboard, the tasks that need to be resolved
are organized by urgency. For example, you might have some Overdue tasks
and some tasks that are Due Today.
- Click the name of the task to open the task. You are
prompted to claim the task if you have not turned off that prompt.
If
another data steward has resolved the task, a message appears that
states no action is required. Otherwise, the task opens in the Change
Request window.
- The Change Request window displays
information about the person or organization that the change request
is for. A table lists the attributes that the requester identified
that need to change. One column lists the original value for the attribute
and another columns lists the new value for the attribute.
- Review the reason for the change that is specified by the
requester in the Justification for the change request area.
- Review the original and new values.
Important: If one of the changes is not accurate, then all of
the changes in the request must be rejected.
- Optional: Specify the reason for your decision in the Decision
explanation text area. It is especially helpful
to the requester to know why you rejected a change request. For example,
if only one of the new values is inaccurate, you can describe that
information in the Decision explanation text
area. Providing this information helps the requester to submit a new
change request with the correct values.
- By default, the Send notification check
box is marked. If you specified a reason for your decision
in the Decision explanation text area, that
information is included in the notification.
Whether you approve
or reject the change request, a notification to the requester is posted
in two places:
- On the @ Mentions tab in the Work dashboard
- On the Stream tab in the Details window
- Click Approve or Reject.
Note: If you are not able to decide whether to approve or reject
the change request, you can reassign the task back to the team.
| Option |
Description |
|---|
| Approve |
After you approve the changes, a window appears with the status
of the updates: - If the updates were successful, a status window appears confirming
that the updates to the MDM operational server were completed. Click OK.
The Change Request task is closed.
- If the updates failed, a status window appears with an explanation
for the failure. Click Further Details to view
information about the failure. Click Close to
close the status window and return to the Change Request task. The
updates might fail because of a connection issue. Click Approve again
to try to persist the updates. If the updates continue to fail, you
can reject the change request.
|
| Reject |
A window appears stating that the request to change the data
is rejected. Click OK. The Change Request task
is closed. |