Reviewing Groups

Selecting Groups for Review

The Match Review application allows users to review particular types of group by status, by the rule they trigger, or even by specific filter criteria.

In the Match Review Summary window, either:

click Launch Review Application in the Title Bar to view all Groups; or
click a link in the Matching Status, Review Status or Rules areas to view the Groups that fall within the category selected.

Note:

Most users will either need to view all Possible Matches (by clicking that link in the Matching Status area) or by Rule.

Alternatively, a user can search for Groups that fall within specific criteria relating to the Records within the groups or the Relationships between them. See the Filtering Groups topic for more information.

Applying a Decision

When the Groups are displayed, the user can navigate through them using the Group Navigation buttons in the toolbar of the Review Application.

To apply a decision, use the following procedure:

Review the information in the Records area. If necessary, click Highlight Differences to show where the Record Attributes differ.
In the Relationships area, select the required setting in the drop-down Decision field for each possible relationship. The options are:
- Possible Match
- Match
- No Match
- Pending
Whatever option is selected, the Relationship is updated with the name of the user applying the decision, and the time the decision is made.
If required, proceed to the next group using the Group Navigation buttons.

Comments on Relationships

It is possible to add a comment to a Relationship, whether or not a decision has been made regarding it. The procedure varies depending on whether it is the first comment made or not

To add the first comment to a Relationship:

Click the Add First Comment button () next to the Relationship.
In the Comment dialog, enter the text required.
Click OK to save (or Cancel to abandon).
The Comments dialog is displayed, showing the comment, the name of the user leaving the comment, and the date the comment was made.
Click OK to close the dialog. Alternatively, select the comment and click Delete to remove it, or click Add to add an additional comment.

To add an additional comment to a Relationship:

Click the Add Additional Comment button () next to the Relationship.
In the Comments dialog, click Add.
In the Comment dialog, enter the text required.
Click OK to save (or Cancel to abandon).
The Comments dialog is displayed, showing the comment, the name of the user leaving the comment, and the date the comment was made.
Click OK to close the dialog. Alternatively, select the comment and click Delete to remove it, or click Add to add an additional comment.

Column Configuration

The column configuration window allows you to customize the column details.

The Auto check box automatically adjusts the column width based the number of characters present in the column cell.
The Show Time in Date Fields displays the time in all the fields that have the date details.
The columns in the tree are now multi-selectable, and the selected columns can be toggled on and off using the two new buttons present at the side of the panel. Tooltips are present that describe what the buttons do.