Exception Management Guide

10.5
- 10.5.5
- 10.5.4
- 10.4.0

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Setting the Status of an Exception Record

When you complete work on a record, set a status indicator for the record. You can apply a status indicator to multiple records in a single operation.

You can set the record status in a correct exceptions task and a review exceptions task. If you disagree with the current record status, you can clear the status.

Open the exception task.

Verify that the task shows the

Data Editing

tab.

Click

Edit

Select one or more records.

To select a record, select the check box that begins the data row for the record. To select all records in the task, select the check box in the row that identifies the column names.

Consider the following factors when you select all records:

The operation to select all records applies to the records in the current workspace.

If you apply a filter to the task, the operation to select all records applies to the records in the workspace that meet the filter criteria.

Open the

Record Actions

menu, and select the status indicator to apply to the records.

You can select the following status indicators in a correct exceptions task and a review exceptions task:

To indicate that a record contains valid data, select

Accept Record

To indicate that a record does not contain valid data, select

Reject Record

To indicate that the record needs further analysis, select

Reprocess Record

To indicate that you examined the record, select

Mark as Reviewed

. You can select the indicator in parallel to another indicator.

You can select the following status indicators in a review exceptions task:

To verify that a record is valid for inclusion in the business data, select

Mark as Accepted

To verify that a record is not valid for inclusion in the business data, select

Mark as Rejected

If you disagree with the current status of the record, select one or both of the following options:

To clear an indicator that accepts, rejects, or reprocesses a record, select

Clear Record Status

To clear an indicator that specifies a type of review, select

Clear Review Status

Repeat the steps for the other records in the task.

The Record Actions menu includes an option to add a note to a record. Add a note to a record to describe the changes that you made and the status indicators that you selected.

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Table of Contents

Exception Management Guide

Exception Management Guide

Setting the Status of an Exception Record

Setting the Status of an Exception Record