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:

  1. The user who creates a source entity is the originator – The originator assigns the source entity for review by another user (the reviewer).

  2. The originator submits the source entity for review – This causes the source entity to appear on the reviewer’s review list.

  3. The reviewer selects and opens the source entity from their review list – They decide whether to accept or reject the source entity.

  4. 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.