Accept or reject records in bulk

As an intake processor, you can accept or reject multiple records at once, depending on their status.

Before you work with this feature, you should be aware of the following:

• Only records with the following tasks associated can be accepted in bulk:
  • Duplicate Search
  • Merge Follow-up
• Records cam be rejected in bulk regardless of the tasks they have associated.
• As you use this feature, you may encounter one of the following errors:

  Error	Applies to action	Description
  Record in use	Accept, Reject	A different user is handling the record.
  User not permitted	Accept, Reject	You do not have permission to access the record.
  Acceptance not allowed for this task	Accept	One or several records do not have the Duplicate Search or Merge Follow-up tasks associated.
  Intake complete	Accept/Reject	One or several records have already been accepted or rejected.
  Case not ready	Accept	The target case does not accept a follow-up.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.

   Tip:

   You may also access records from the Intake Monitor. For a list of all available views and charts, see Monitor records as a workflow manager.
2. Check the boxes of the records you would like to work on.
3. Select Actions, then select one of the following:
   • Accept
   • Reject

   After clicking Accept a confirmation of the records queued for acceptance and not queued for acceptance is displayed. "Not queued for acceptance" applies to records that meet the condition described in error table above. They remain in Intake Worklist.

   The records queued for acceptance are cleared from the Intake Worklist if no validation errors are detected. If validation fails or mandatory information is missing, the records re-appear in the Intake Worklist.

   You can view the more information on the acceptance failure by clicking the Error button from the Workflow Management panel (accessible by clicking the Expand Details button on the Intake Worklist after selecting a record).