Using the Provider User Interface

How to navigate and use the Provider Data Management user interface to manage tasks, data stewardship, and more.

  • Searching Provider Identities

    When you search and view identities in Provider Data Management the data about those records is grouped together first by Source + Native ID and second by Link ID. All the attribute values that have ever been posted to Provider Data Management for a giv...

  • Working with Provider Identities in the Workspace

    The Workspace is where you can search, review, and work with identity records. You can use the Workspace to do things such as:  Search and review records Link and unlink identities Merge records Create a task and assign it to a data steward for review/...

  • Assigning and Managing Provider Stewardship Tasks

    The Stewardship Task Queue displays tasks assigned to the data steward by the data steward as well as unassigned tasks. You can assign tasks individually or in bulk. Assigning individual tasks At the top of the page, click Stewardship. On the Stewardsh...

  • Using Provider Task Mode to View and Search Tasks

    The Task Mode is used when you want to view data stewardship tasks that have been automatically detected and queued up by Provider Data Management. To view tasks, on the top of the page click Task Queue. Tasks are created when individual source records ...

  • Linking and Unlinking Provider Identities

    Data stewards can link two identities to create a single, surviving Link ID. They can also unlink previously linked identities.  Linking identities When a data steward links identities, they are selecting one entire Link ID (which includes all source re...