8 Working with your records

Learn more about working with your records in the topics below.

• Possible tasks related to processing your records
  Once you have uploaded your AE documents to Oracle Safety One Intake or the AE documents have been automatically ingested, you may need to take further action before they are processed.
• Validating a record
  Once your documents have finished uploading, they may be associated with the Check Validity task. As part of this task, you not only have to validate and group the documents, but also designate a document as primary.
• Organizing documents in a record
  As an intake processor, you can flexibly organize the AE documents contained in a record. This is to appropriately group documents whenever a record includes multiple cases, copy relevant documents between cases, or mark documents as primary.
• Working with the data in your documents
  Learn more about working with the AE document data in the topics listed below.
• Finding duplicates and merging follow-ups
  Learn more about working with your records in the topics below.