Exception Management Guide > Exception Tasks > Exception Record Status Indicators

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:; 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:; 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.

Note: 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.

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.

1. Open the exception task.

Verify that the task shows the Data Editing tab.

2. Click Edit.

3. 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.

4. 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.

5. 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.

Note: 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.