Exception Management Guide

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Exception Record Status Indicators

When you finish work on a record, set the record status. The status indicates the action that another user or another data process can perform on the record when you complete the task. Set the status that represents the condition of the record data when you finish work on the record.

Select a status indicator from the

Record Actions

menu on the Data Editing tab. The status indicators appear as icons beside the data rows in the task. If a user set a record status in an earlier task, you can update or clear the status.

Select one of the following status indicators when you finish work on a record:

Accept Record: Indicates that the record is acceptable for storage with the organization data.; You can accept a record in a correct exceptions task and in a review exceptions task.
Reject Record: Indicates that the record is not acceptable for storage with the organization data.; Reject a record that you determine cannot correctly identify a business entity in the database. A downstream process might drop the records that you reject from the database tables.; You can reject a record in a correct exceptions task and in a review exceptions task.
Reprocess Record: Indicates that the record contains a data quality issue that you cannot verify.; Reprocess a record when you cannot determine the accuracy of the record data. Another user in a downstream task might verify or update the record data. Or, a downstream process might write the record to a table for analysis and correction in a mapping.; You can reprocess a record in a correct exceptions task and in a review exceptions task.
Mark as Reviewed: Indicates that you reviewed the record data.; Mark a record as reviewed to indicate to other users that you examined the record. The status does not describe the data quality of the record or specify any further action for the record data.; You can set other status indicators when you mark a record as reviewed. For example, you can reprocess a record that you mark as reviewed.; You can mark a record as reviewed in any task.
Approve Record Edit: Indicates that you analyzed the record in a review exceptions task and you determined that the record is acceptable for storage with the organization data.; You can also approve a record edit in a review duplicates task.
Reject Record Edit: Indicates that you analyzed the record in a review exceptions task and you determined that the record is not acceptable for storage with the organization data.; You can also reject a record edit in a review duplicates task.
Clear Record Status: Clears any of the following status indicators from the record:
Accept Record
Reject Record
Reprocess Record; Clear the status if you determine that the current status is incorrect for the record.; You can clear the status indicator in a correct exceptions task and in a review exceptions task.
Clear Reviewer Status: Clears any of the following status indicators from the record:
Approve Record Edit
Reject Record Edit
Mark as Reviewed; Clear the status if you determine that the current review status is incorrect. For example, you might clear the status of a record that another user reviewed in an earlier task.; You can clear the status indicator in any task.

The status indicator must represent the current state of the record. For example, you might reject a record because you identify an error in the record. If you fix the error, update the record status.

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Table of Contents

Exception Management Guide

Exception Management Guide

Exception Record Status Indicators

Exception Record Status Indicators