Confirm Accuracy of Records with ‘Require Validation’ Setting in Activities Builder


Did you know platform managers can review a completion prior to it becoming a record? They can by selecting the require validation setting in activities builder when building a custom activity. This allows administrators and supervisors to confirm information submitted by users is accurate before recording in the users history.

Any activity completed with this setting will have to be validated by platform managers before it is accepted as complete. The administrator (or supervisor who has validating rights) will click on the Validate Completions icon on their administration tab. The next step is finding users to validate through the Users Select page, which makes it easy to select multiple users at one time.

After users are selected, a list of activities waiting to be validated for those individuals will appear. There are three options at this point: Validate, reject, or delete a completed activity. If rejecting an activity, you will be given the opportunity to provide instructions to the user for re-submission. Please remember activities waiting to be validated will not show up in the users history. So, if a user asks why their completed activities are not showing in their history, this could be the case.

If you have questions about the Require Validation setting in Activities Builder, or any part of the TargetSolutions platform, please check the Help Section or contact us directly.

'Require validation upon completion' selection is under Options while building a custom activity.


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