Source Entity Review Process
It's possible to make case notes, tasks, and task results subject to review before they're confirmed as valid components of a case. If this has been set up, the review always takes place before authorisation.
Source entity review is optional. When you create a source entity, you can decide whether it needs to be reviewed by another user. Your business process will usually determine whether you send a source entity for review.
The review process has these steps:
-
The user who creates a source entity is the originator – The originator assigns the source entity for review by another user (the reviewer).
-
The originator submits the source entity for review – This causes the source entity to appear on the reviewer’s review list.
-
The reviewer selects and opens the source entity from their review list – They decide whether to accept or reject the source entity.
-
The originator takes any required action about the source entity, like adding a task.
The flowchart shows how review states change for a source entity.