Learn how to configure workflows for remediation tasks that help resolve data quality issues reported by violated data quality SLA rules.
When you create a new data quality SLA rule, you specify which action to take if an asset does not meet the specified requirements. You can select a predefined workflow configuration to launch a remediation task for an asset that violates the specific rule. You can also change that configuration, or import a custom workflow and use it to manage violations.
- Default workflow for data quality SLA remediation
- Editing a workflow configuration
- Creating new configurations
Default workflow for data quality SLA remediation
A default workflow configuration is provided out of the box for such remediation tasks and is ready to use as is. The default configuration consists of three steps:
- Review - The asset owner is assigned the task so they can review the details and decide whom to assign to the following steps.
- Fix - The assigned user fixes the issue that causes violation.
- Approve - The assigned user reviews and approves the fix.
By default, the affected asset owner is assigned to the first task, and they specify which users are assigned to the following tasks.
You can modify the existing default configuration or create a new one, which allows you to specify which users get notified at each step of the workflow and which additional users should be assigned by default to each step.
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The owner of the affected data asset is the requestor of the workflow. The default workflow configuration already has the requestor selected as the assignee of the Review user task. You can add further users as the assignees for that task, or even remove the requestor. However, you must make sure that an assignee is always configured for that task, otherwise the workflow is stuck.
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The assignees for the Fix and Approve user tasks are set in the Review user task. The user working on the Review user task has to provide the set of users for these succeeding tasks using the form. Any assignees defined in the workflow configuration for those steps have no effect.
Editing a workflow configuration
You can edit the out of the box default workflow configuration to change assignees and notifications. Your edits do not affect existing tasks, but affect only new tasks.
To edit a workflow configuration:
- Select Administration > Workflows and then select Data quality remediation.
- Click the Workflow configurations tab.
- Click a workflow configuration name to open it.
- Make your changes. To edit the workflow configuration name and description, click the overflow menu (
). - Click Save.
Creating new configurations
You can create new workflow configurations using the predefined data quality remediation template, or by using custom templates that you have imported.
If you want to import a new template, click the Workflow template files tab and click Import files.
To create a new workflow configuration:
- Select Administration > Workflows and then select Data quality remediation.
- Click the Workflow configurations tab.
- Click New configuration. Provide a unique name, select a template, and click Create.
- Select the new configuration from the list and configure the required details. If using the predefined data quality remediation template, ensure that the workflow requestor is checked as the assignee for the Review step. Click Save.
- Click Activate when the configuration is ready to use.
Active workflows can be selected in the Remediation task section whenever you create or edit a data quality SLA rule.
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Parent topic: Managing IBM Knowledge Catalog