Business users can submit requests to the data stewards
to change the information for a person or organization. You submit
these change requests in the Person Summary or Organization
Summary window.
Before you begin
You must perform a search before you can access the detailed
information for a person or organization.
Important: If
you want to request changes to multiple sections, you must do changes
to one section at a time. After making changes to one section, you
must click
Create Change Request before proceeding
to another section to make changes.
For example, if you make changes
on the Names section and switch to the Addresses section
and make changes on that section without submitting the changes to
the first section, when you click Create Change Request on
the Addresses section, the changes you made on the Names section
will be lost. You must click Create Change Request on
the Names section before you switch to the Addresses section
to make and submit changes there.
Procedure
- In the Search Results section of the Search window,
click the view details icon for the person or organization.
The Summary window appears.
To
return to your search results, click the Search Results breadcrumb
at the upper left side of the Summary window.
- Explore the Summary window. A
series of sections contain information about the person or organization
that you selected. The top of the Summary window
displays the key attributes for the person or organization. This set
of key attributes remains visible on the window, regardless of the
section that you select.
Tip: The Summary window
contains hover help for many of the buttons, icons, and less intuitive
parts of the window. For example, when you hover the mouse pointer
over a button, the hover help appears in a pop-up window.
- The Summary section of the Dashboard tab
shows a subset of the attributes from each of the specific category
sections. To see the complete set of attributes for a category, select
the appropriate link in the Menu section.
- By default, only information from active records is displayed.
To display information from inactive records, click Inactive.
This option is available only on some of the sections.
- To submit a request to update the information:
- Select the link corresponding with the type of information
that you want to update.
- If there is more than one type in the list section,
select the type from the list that you want to update. For example,
to update a person's legal name, you must select Legal in the List
of Names section.
- Change the information in the Details section.
- The changes that you want to make require the approval
of someone else. At the bottom of the section, click Create
Change Request.
Important: If you want to request changes to multiple
sections, you must do changes to one section at a time. After making
changes to one section, you must click
Create Change Request before
proceeding to another section to make changes.
For example, if
you make changes on the Names section and switch to the Addresses section
and make changes on that section without submitting the changes to
the first section, when you click Create Change Request on
the Addresses section, the changes you made on the Names section
will be lost. You must click Create Change Request on
the Names section before you switch to the Addresses section
to make and submit changes there.
- A window appears to confirm the changes that you made to
the information. Review the list of changes. You can add a justification
to explain the reason for the changes. The justification
is visible to the data steward assigned to review your change request.
- Click Submit to send the changes to
the data steward team.
- Click Cancel to return to the Summary screen.
