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Home Administration Data Governance Definition Verification
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Read in Order

  1. Data Governance: Overview
  2. Naming conventions overview
  3. Categories overview
  4. Definition Verification
  5. Event Repair Flow
  6. Dataset Cleanup
  7. Definition History
  8. Managing Events, Segments, Properties, & Reports
  9. Ongoing Maintenance

Table of Contents

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Definition Verification

In this article you'll learn:

  • How to submit an event for verification
  • How to review and respond to pending verification requests
  • What the flow looks like for verified and rejected events
  • How to un-verify previously verified events, and vice versa
This doc is for: Admins Architects

This feature is only available to customers on paid plans. To upgrade, contact your Customer Success Manager or sales@heap.io.

Definition verification lets account Admins and Architects establish a trusted and shared set of event definitions for the team to use in analysis. As part of this process, any team member can submit unverified definitions for Admins and Architects to review. Once a definition has been verified, only Admins and Architects will be able to update the definition.

Team members in the Read-Only or Consumer roles cannot create shared definitions or submit existing definitions for verification.

Submit a Definition for Verification

Analysts can submit events to be verified by an Admin or Architect.

New Definitions

After you’ve defined a new shared event, that definition will be submitted for verification by default and will be listed as such on the definition details page.

The section of the event details page that states that the event is pending verification

Existing Definitions

To request verification for an existing definition, navigate to Definitions, select the type of definition you want to verify, click on the definition in the list to bring up the details, then click the Request Verification button.

The section of the event details page that states that the event is not verified with a button to request verification

A pop-up will appear where you can add a note to explain why you are requesting verification.

The request verification pop-up where you can enter text about the request

Once requested, this area will update to show that this definition is now pending verification. Note that it cannot be modified while the request is pending.

The unverified event section of the event details page for a 'Click - Sign Up Top Nav' event

If you need to modify the definition after having submitted it for verification, feel free to cancel the verification request by clicking the Cancel Request button, update the definition, then re-submit it for verification.

Review Pending Verifications

Admins and Architects can review all currently pending verifications by navigating to Definitions > Pending Verification.

The pending verification tab of the definitions page with several pending definitions listed

To review and approve these verification requests, click the View Definition Criteria button to jump to the definition details, including the creator, when it was submitted, how often it occurs, what reports it is used in, any notes, definition criteria, and more.

In the details section, you’ll see buttons to verify the definition or reject the verification request.

The edit event criteria section of a pending event with an arrow pointing at the 'Reject' button

If you click Reject… you’ll be prompted to provide a note explaining why definition was rejected.

The 'reject event' pop-up with a text field to enter the reason for the rejection

After you click Reject, the team member who submitted that definition for verification receives an email stating it has been rejected and providing the reason.

An email titled 'Your recent verification request was rejected' with the note left by the Admin in the email

Verify & Unverify Definitions

Only Admins and Architects can verify or unverify event definitions. To do so, click the verify button on the top right of the definition details page.

An event details page with an arrow pointing at the Verify button (not verified)

Once verified, a green shield icon will appear next to the definition, symbolizing its trustworthiness. The event details will also be updated to include your name as the person who verified the event.

An event details page with an arrow pointing at the Verify button (verified)

Only Admins and Architects can modify verified definitions. To unverify an event, simply click the verification icon.

A pop-up 'Are you sure you want to unverify this definition?' with two options that appears on hover over the verify button

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Last updated August 26, 2022.

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