Managing Transactions

Displaying Transactions

In the Queues page, select More Actions, then select View Transactions. Next, the Transactions page is displayed, containing only the items from the indicated queue.

Viewing and managing the Transaction Details window

Information stored in queue items is displayed in Orchestrator, in the Transaction Details window, under Specific Data. Additionally, if the item failed and was retried, the history of the item is displayed in the same window.

To view the Transaction details select the row corresponding to the desired transaction, then select More Actions, and then View Details for a specific transaction. The details are initially rendered as a side panel, which can be either resized or expanded to a full-sized window, with the transaction reference in the breadcrumbs.

The transaction details panel contains the following tabs:

• Details - enables you to view the exact information added to a transaction, as well as the statuses it went through, and the number of times it was retried.
• Comments - enables you to view and add transaction-related comments in case you need to share information about a specific transaction with your teammates. All the users with View, Edit, and Delete permissions on Queues and Transactions can add, edit, or remove comments, respectively, however, keep in mind you can make changes to your own comments only.
• History - enables you to see what action was performed by who, see who the reviewer is and what the review status is.

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.