Monitor records as an intake processor

As an intake processor, you can use the Intake Monitor to keep track of the records you have access to, all in one place. This includes records undergoing intake processing, records that have been put on hold, and records that have already been processed.

As an intake processor you can view records with the following states:
  • Intake Processing
  • On Hold
  • Processed
  • Accepted
  • Invalid
The Intake Monitor enables you to perform the following actions:
  • Sort your list of records based on a number of columns, such as Type, State, Task, Country, and many more.
  • Click on one the ID of a record to access the page connected to its associated task. For example, selecting the ID of a record with a status of Review Record redirects you to the Review Record page.
  • Select Expand details to view a summary of the data contained within that record.
  • Export your list of records in the CSV format by selecting Export. This exports all of the records you have access to.