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Adding a verification period

1. From the main sidebar, click your avatar in the bottom-left corner.
2. Select Settings.
3. From the Settings menu, locate the Workspace section, then expand Entities.
4. Select Data verification.
   
5. On the Data verification page, click +Add verification period.
   The Data verification side panel opens.
6. In the side panel, enter the following:
   1. Start date - Enter the start date for the verification period (required). This date cannot be in the past.
   2. End date - Enter the end date for the verification period (required). This date must be at least one day after the start date.
   3. Name - Enter a descriptive name for the data verification (required).
   4. Verification instructions - Enter clear and concise instructions that will appear on the entity’s details page.
   5. Require reason for verification - Select this checkbox to require a reason when users mark an entity’s data as invalid.
   6. Team member roles responsible for verification - Select the Cortex users responsible for verifying data.
      • If you select multiple roles, any team member with one of those roles can verify data.
      • If you do not select a team member role, any direct member of the entity’s owning team can verify data.
      • This setting matches against a user’s team member role in Cortex, not their job title or their role in an external system. If your team members don’t have Cortex team roles assigned, restricting verification to a role means no one can verify. See Verifying an entity.
   7. Entity types - From the dropdown, select the entities to which the verification policy applies.
      • Alternatively, use this dropdown to exclude specific entity types from data verification. Turn on Exclude, then select the types you want to leave out.
   8. Advanced options - Expand this option to further refine your selection by including or excluding groups, or defining a CQL expression.
7. Click Create verification period.
   After you save a verification period, it appears in the list on the Data verification page within a few minutes.

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Configuring notifications for data verification

1. From the main sidebar, click your avatar in the bottom-left corner.
2. Select Settings.
3. From the Settings menu, locate the Workspace section, then select Notifications.
4. From the Users tab, scroll to the Data verification section.
   
5. Toggle on the following:
   • Verification period reminder - Owners receive a notification every Monday during an active verification period, reminding them which of their entities still need to be verified.
   • Verification period started - Owners receive a notification when a verification period starts for an entity they own.

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Editing or deleting a verification period

1. From the main sidebar, click your avatar in the bottom-left corner.
2. Select Settings.
3. From the Settings menu, locate the Workspace section, then expand Entities.
4. Select Data verification.
5. On the Data verification page, locate the verification you want to edit or delete.
6. Do one of the following:
   1. To edit a verification, click the pencil icon.
      
      1. In the Data verification side panel, edit any necessary information, then click Update verification period.
         The pencil icon is greyed out for verifications that are completed or expired.
   2. To delete a verification, click the trash icon.
      
      1. The Delete verification period modal opens. Click Delete.