Reviewing Entities

Every new entity, such as a List, List Entry, User Defined Attribute, and Screener Group needs to be reviewed and approved to become effective in the system.

Once approved, the entity is versioned. If you make an edit to an approved entity, it again needs to undergo the approval cycle to be effective and when done, the version gets updated.

To review a List, List Entry, User Defined Attribute, or a Screener Group, you need to go to the Review tab on the Screener main menu.