Orchestrator
2023.10
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Managing Transactions - Standalone 2023.10
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Orchestrator User Guide
Last updated Feb 15, 2024

Managing Transactions

Displaying Transactions

In the Queues page, click More Actions > View Transactions. The Transactions page is displayed, containing only the items from the indicated queue.

Displaying the Transaction Details Window

To view the Transaction Details window, click More Actions > View Details for a specific transaction.

Managing Comments on Transactions

Adding Comments

  1. Open the Transactions page, and then click More Actions > View Details for a specific transaction. The Transaction Details window is displayed.
  2. In the Comments tab, add information under the New Comment field and click Add Comment. The comment is displayed in the Transaction Details window.
    Note: It is not possible to add empty comments or strings containing only spaces.

Editing Comments

  1. Click the corresponding More Actions button and select Edit.
  2. Make the necessary changes and click Save Comment. Your modifications are saved.

Removing Comments

  1. Click the corresponding More Actions button.
  2. Click Remove. The comment is deleted.

Assigning a Reviewer

To assign a reviewer to a failed or abandoned transaction item:

  1. Hover over it and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
  2. Select a user in the Reviewer field. The user you choose must have access to the currently selected folder, as well as the Transactions - View and Transactions - Edit permissions.
  3. Click Assign. The reviewer is saved and the action can be seen in the History tab. The reviewer is also displayed in the Transaction window.

Alternatively, to assign a reviewer to multiple items:

  1. Select multiple failed or abandoned items, and click Assign Reviewer. The Assign Reviewer window is displayed.
  2. Select a user in the Reviewer field. Please note that if you are using folders, you can only see the users assigned to the currently selected folder.
  3. Click Assign. The reviewer is saved and the action can be seen in the History tab of all the selected items. The reviewer is also displayed in the Transaction window.

Clearing the Reviewer

  1. Hover over a transaction item that has a reviewer assigned, and click More Actions > Assign Reviewer. The Assign Reviewer window is displayed.
  2. Clear the Reviewer field.
  3. Click Assign. The item is updated and the reviewer is no longer displayed.

Alternatively, to clear the reviewer from multiple items:

  1. Select multiple items that have a reviewer, and click Assign Reviewer. The Assign Reviewer window is displayed.
  2. Clear the user in the Reviewer field.
  3. Click Assign. The item is updated and the reviewer is no longer displayed.

    Note: The reviewer cannot be changed after the revision status of the assigned transaction item was modified to either In Review,Mark as Verified,Retry Items or Remove.

Exporting Transactions

  1. Open the Transactions page for the desired queue.
  2. Click Export. Note that a new .csv file containing your transactions has been downloaded to the default downloads location set in your browser.
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