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.

For more information on the possible reasons behind the Check Validity task, see Possible tasks related to processing your records.

1. Make sure you are on the Intake Worklist or the Intake Monitor. For more info on navigating to these pages, see Navigating.
2. Select the record you would like to validate by clicking on its ID. Alternatively, you can check the box of the record you would like to work on, select Expand Details, then Start Work.

   Note:

   If you are trying to work on a record which is not assigned to you, you will be prompted to continue with or without assigning that record to you.
3. In the panel on the left, switch between AE documents as required.
4. Work with the data as required. For more information on working with the data in your documents, see Working with the data in your documents.

   Note:

   If your record has multiple documents which require your intervention, you can navigate between them in the panel on the left.
5. Select one of the following, in the upper right corner:
   • Submit, to validate the document.
   • Reject, for which you must select a justification or provide a custom justification by choosing Other.