Types of Exception Task
A workflow can assign you a correct exceptions task or a review exceptions task.
When you work on a correct exceptions task, you examine each record in the task and you decide whether to update the record data. When you work on a review exceptions task, you verify the decisions that another user made for each record in an earlier task.
The workspace layout in each task type is identical. You update the record data and the status indicators in the same manner in both types of task. When you work in a review exceptions task, you can use additional options to accept or reject the work of an earlier user.
Steps to Correct Exceptions
Open a correct exceptions task from the Start workspace. The task opens on the Data Editing tab of the Exceptions workspace.
When you work in a correct exceptions task, perform the following steps:
- 1. Open the task.
- 2. Examine the highlighted data fields in each record.
You can use the arrows to move through records in the task. Use the filter options to show or hide records that contain a data quality issue or a status that you specify.
- 3. Fix the errors that the data fields contain.
- 4. Update the status of each record to reflect the current record data.
Choose one of the following options:
- - Accept. You determine that the current data is acceptable to the business.
- - Reject. You determine that the current data is unacceptable to the business.
- - Reprocess. You cannot determine the status of the current data.
- 5. Update the record to indicate that you reviewed the record data. You can set a status value of Reviewed independently from the other status values.
Use the filter options to show or hide records with a common status value.
- 6. Optionally, add a note to the record. For example, you might add a note to explain why you rejected a record.
- 7. When you finish work on all records in the task, update the task status.
Steps to Review Exceptions
Open a review exceptions task from the Start workspace. The task opens on the Data Editing tab of the Exceptions workspace.
When you work in a review exceptions task, perform the following steps:
- 1. Open the task.
- 2. Review each record. Examine the record data, and examine the status indicators that the previous user set for each record.
- - If you agree with the current content of the records, make no change. If you disagree with the content of any record, update the record.
- - If you agree with the current record status, make no change. If you disagree with the record status, update the status.
Use the filter options to show or hide records with a common status value.
- 3. Verify the review status of each record. The review status indicates that you approve or reject the record. The review status supersedes the status that a previous user applies to the record.
- 4. Optionally, add a note to the record. If a user added a note to a record in an earlier task, the note that you add replaces the older note.
- 5. When you finish work on all records in the task, update the task status.