Object icon badges

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Indicator badges display on object icons from search, the profile page, the inboxClosed A page within Network that enables data stewards to find and identify tasks for review or re-assignment. The Inbox displays tasks such as change requests, suspect matches, and job notifications. Available for data steward and administrator users., My Request, or Suspect Match pages, and in the profile of the parent affiliation.

The badges indicate various states and ownership for each record.

Record ownership

The color of the icon indicates who manages the record.

  • OpenData records - Orange icons.

  • Local records - Gray icons or green if the user's locale is set to China.

  • Third party records - Blue icons

Tooltip

Hover your cursor over the badge for more detailed information about the record.

Example

The Inactive badge displays on the object icon, but the tooltip provides more detailed information, for example, that the record state is Deleted or Merged_Into or that the record status is Retired (HCP) or Closed (HCO).

Indicators by record state and status

The badge that displays on the entity icon is determined by a combination of the record state and status.

Active badge

Objects display the active indicator state (no icon or tooltip) when they have following record state and status combination.

Record State Status
Valid Active
Valid Custom code (HCO, HCP)

Inactive badge

Records that are considered inactive display the Inactive badge on the object icon. Inactive records have the following record state and status combination.

Tooltip Record State Status
Deleted Deleted Any
Invalid Invalid Any
Merged Into Merged_into Any
Dead
(HCPs)
Valid Dead
Under_Review Dead
Closed
(HCOs)
Valid Closed
Under_Review Closed
Inactive Valid Inactive
Under_Review Inactive
Retired
(HCPs)
Valid Retired
Under_Review Retired

Note: Candidate records and opted-out records do not affect the tooltip that displays.

Under Review badge

Records that are considered to be Under Review display the Under Review badge on the object icon. Under Review objects have the following record state and status combination.

Tooltip Record State Status
Undetermined Valid Undetermined
Under Review Under_Review Custom code
Under Review Under_Review Active

Note: Candidate records and opted-out records do not affect the tooltip that displays.

Data Privacy Opt Out badge

If the record is flagged as opted out, the Opt Out badge takes precedence over the other indicators; for example, if an HCP is opted out, the Opt Out badge displays even if the HCP is active with a valid record state.

Tooltip Candidate Record? Record State Data Privacy Opt Out Status
Opted Out No Valid Yes Any
Opted Out No Under_Review Yes Any

Note: If the record state is Deleted, Invalid, or Merged_Into, the Inactive badge displays instead.

Candidate record badge

The Candidate badge and displays on candidate records; records where the value of the candidate_record__v field is Yes/True.

Tooltip Candidate Record? Record State Data Privacy Opt Out Status
Candidate Record Yes Valid Any Any
Candidate Record Yes Under_Review Any Any

Note: If the record state is Deleted, Invalid, or Merged_Into, the Inactive badge displays instead.