Validating a record

Introduction

You will receive an email as soon as a record is available for validation. You can then access the platform to process it. To do so, simply follow the instructions below

Workspace

First, you will need to access your workspace by clicking on “My Workspace.”

Accessing Records to Validate

You will automatically be redirected to the page containing the records you have created. To access other records, click on the button highlighted in red.

Once you have done this, a dropdown menu will appear with several types of records. Select “Records to Validate” to view those that require validation. The page will automatically refresh with the corresponding records.

Available Features

You are now on the page containing all the records you need to validate. To start the validation, first click on “Take in charge” under the relevant record.

You can then perform several possible actions by clicking on the following buttons:

• Approve: If you have reviewed the item and wish to add it to the collection.

• Reject: If you have reviewed the item and it cannot be added to the collection. You will be asked to indicate the reason for the rejection and specify whether the depositor can make corrections before resubmitting.

• Edit: If you wish to modify the item’s metadata.

• Unassign: If you want to return the task to the team so that another user can complete it.

• View: If you wish to display the item’s metadata.