Confirming Decisions
  • 02 Apr 2024
  • 1 minute read
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Confirming Decisions

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Article Summary

The Release Decisions tool can be used to confirm provisionally assigned decisions.

To navigate to the Confirm stage of the Release Decisions tool:

  1. Select Database on the top navigation bar.

  2. Select Release Decisions, which brings you to the Overview stage.

  3. From the right-hand navigation, select Confirm.

    Confirm.png

The default view will present all provisionally assigned decisions in a table as shown in the preceding image. Create custom, user-specific views for the Confirm stage to filter results and add custom exports. 

The search bar looks for person name information only and not filtering by decisions. To search for a particular decision, use the filters available when customizing the view.

Decisions can be confirmed in batch or individually. 

To confirm decisions: 

  1. Select from the list the decisions you want to manage:

    • Select one decision at a time with Control-Click (Command-Click on a Mac).

    • Select a sequence of decisions at once by using Control-Click on the first decision and Control-Shift-Click (Command-Shift-Click on a Mac) on the last.

    • Choose the Select All icon at the upper left if you want to manage all decisions at once.

    The Confirm Decisions icon appears.

    Release_Decisions_Icon.png

  2. Select Confirm Decisions. The Confirm Decisions dialog box appears, displaying the number of decisions affected and presenting up to five sample records for review.

    Confirm_Decisions.png

    Click into the sample records to view more details about their decision.

    Preview_Letter.png

  3. Select Confirm to confirm the selected provisional decisions. These decisions move into Assign Letters if a decision letter for their specific decision code exists. All confirmed decisions also appear in the Release Decisions stage.


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