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Steward Hub — Reference Data

Reference Data module enables quick and easy management of Workflow status of your Reference Data and Lookups.

Steward Hub overview

Workflow actions

caution

The visibility of certain workflow actions depends on User Roles and User Assignment. Read more here

Workflow actions are displayed according to the CTA text configured for Workflows. In this article we are using CTA texts from the standard Dataedo Workflow.

Certain Workflow Stages require special actions from Users. The Steward Hub offers a quick way to view Data References requiring your attention, and perform the necessary actions either in bulk or individually.

Steward Hub overview

To review pending actions, first, click the CTA text matching the action you are interested in. For example, selecting Review ideas will show all objects in the Idea status, waiting for initial approval before they can be worked on.

If you need to take a look at a Reference Data, clicking its name will open that object's page, where you can review all information in detail.

Steward Hub overview

To change the Workflow status of a singular object, click its current status in the Status column. A pop-up will appear, asking you to assign a new status. Once you select it, click Save to save your changes.

Steward Hub overview

It is also possible to change the status of multiple objects at once. To do so, select all relevant objects using a checkbox [1] next to their name (or use the checkbox next to the Object name column header [2], to select all objects displayed on the current page instead). After that, click the Move to status button [3]. A pop-up prompting you to select the new workflow status for all selected objects will appear. Once you select it, click on Save to confirm your changes.

Steward Hub overview
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