Action your validation requests

Data validation requests should be checked and actioned regularly to ensure that customer and location records accurately reflect the real situation in your area.

1. From the main menu click My Data and from the drop-down list select the name of your data provider
2. The validation list will open
3. Actions will become active when items in the validation list are selected

Open Customer Card: Open the customer record to view or edit further information.

Open Location Card: Open the location record to view or edit further information.

Archive all Accepted Requests: Remove all validation records with status “accepted” from the list.

Archive Selected Items: Remove all actioned records from the validation list.

Resend with Comments: Provide additional information requested by data provider.

Review the accepted changes

1. Click the Filter button on the list to limit the results to “Accepted”
2. In the Select Column field choose Status from the drop-down options
3. Click the Starts With radio button
4. Click in the field and type A or Accepted
5. Click the OK button to run the filter. The list will change to show only the accepted requests
6. Review the accepted requests and then click Archive all Accepted Requests on the Actions tab
7. Click the Clear Filter button to remove the filter from the list
8. If accepted requests are still visible, click the Refresh button

Review the rejected changes

1. Click the Filter button on the list to limit the results to “Rejected”
2. For each rejected request, the data provider will provide a reason and additional notes where necessary
3. Click Resend with Comments on the Actions tab to provide more information that will help the data provider validate your request