Users of applications that interface with the P/O Curation Portal, for example, Protocol Abstraction, can add, or request changes to, records in the system. New records appear in the Inbox with the status "Pending". Requests for changes to existing records that have been curated previously are also displayed in the Inbox, identified in the Status column by Change Request (n) where n is the number of requests.
How to Curate Records with Change Requests
- On the main menu, click Inbox and locate the record with the Change Request indicator displayed in the Status column. Or, search for the organization if you know which record requires one or more changes. See Navigating Records in Tables or Searching for Organization Records.
In the Action column, click Curate.
Screen layout
Depending on your screen size and orientation, the system might display the two records side-by-side. In this case, the original record appears on the left side of the page, and requested changes appear on the right. Otherwise, the system might display the change request information below the original record.
If you are not the record owner, click Override.
If more than one change has been requested, select a request from the Change Request Information drop-down list at the top right corner of the requested change record.
Green asterisks next to data elements indicate changed values.It is possible, though rare, for a change request to include values that are identical to the record you are curating. This can occur because of the differences in data between the time you curate a record and when PO fetches data from ECM.
- Compare the information in each section of the original record with the corresponding section in the change request, and then do one of the following to modify the original record:
- To modify the information manually, enter the new information exactly as it appears in the change request.
- or - To modify the information automatically, beside each detail for which there is a change, click Copy.
The requested change is copied to the original record.You must enter aliases manually. Because Change Requests do not contain alias information, copying organization names from a change request record does not automatically modify the alias list.
- or -
- To delete a duplicate change request value, click Remove.
The duplicate change request is deleted.
- To modify the information manually, enter the new information exactly as it appears in the change request.
- Complete any missing information in the updated record, and then click Save.
