Managing Data Quality

This workflow outlines the end-to-end process for managing data quality, from defining validation rules to automating fixes, assigning manual review tasks, tagging records with status labels, and monitoring quality via reports.

1. Create Quality Check Filters

To identify records that need attention:

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1. Click the **Advanced Filter** button.
2. Click **Add Condition**.
3. Select a **Field** and choose an operator like **is empty** or a specific value criteria.
4. Click **Apply** to see the matching records.

2. Automate Fixes

To automatically correct common data issues:

1. Click the **Mass Update** button in the toolbar.
2. Choose your mode:
   *   **AI-assisted smart update:** Describe the fix (e.g., "Fix capitalization in Name").
   *   **Manual bulk update:** Select fields and set the correct values.
3. Click **Save as automation** to run this fix repeatedly.

3. Assign Manual Review Tasks

For issues that require human judgment:

1. Open a record from the grid.
2. Locate the **Tasks** panel in the sidebar.
3. Enter a description (e.g., "Review data quality issue").
4. Click **Add Task** to assign it to yourself or a team member.

4. Tag Records with Labels

To categorize records by their quality status:

1. In the record editor, find the **Labels** panel.
2. Click the **Add label** button (tag icon).
3. Search for or create a label (e.g., "Quality Issue", "Verified").
4. Click **Add Label**.

5. Monitor Data Quality Reports

To view high-level quality metrics:

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1. View the summary dashboard to see violation counts by group.
2. Click on a group to drill down into specific validation rules.
3. Click **View Violations** to see the specific records that failed the check.

**Note:** Automated fixes can affect many records at once. Always test your mass update on a small selection before saving it as an automation.