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Verify Record in Record Detail

Lock a record by verifying it.

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Written by Ivan Jelinic
Updated over 3 months ago

Purpose

The Record Detail page allows you to verify an existing record. With the Verify Record feature, you ensure the record's data integrity and lock its details to prevent further changes.

What can you do with it?

The goal of the Verify Record function is to finalize the record's information by marking it as verified. By doing so, you confirm the accuracy and completeness of the data, ultimately locking the record to safeguard it from future alterations.

How is it done?

  1. Navigate: Go to the Record Detail page where the target record is located.

  2. Locate: Find the specific record you wish to verify. Ensure this record is complete and accurate.

  3. Verify: Click on the Verify button, prominently displayed near the record details.

  4. Confirm: A prompt will appear asking for confirmation. Review the record once more and click Confirm to proceed.

  5. Outcome: Upon confirmation, the record is now locked from further edits, ensuring data integrity and preserving its verified status.

Important Considerations

  • Ensure all details in the record are correct before verifying, as it will be locked from edits once verified.

  • The verification process is final; unlocking a verified record may require administrative approval or support.

Best Practices

  • Regularly review records for completeness and correctness before initiating verification.

  • Coordinate with your team to ensure everyone is informed of a record's verified status.

  • Use the verification function as part of a consistent quality assurance process to maintain high data standards.

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