Exception Management Guide > Working with Exception Tasks > Filter Options for Exception Tasks

Filter Options for Exception Tasks

Use filters to retrieve the records from a task that meet the data criteria that you specify. You can define a filter on the Data Editing tab and on the Data Audit tab.

For example, you might define a filter that retrieves every record that a user accepted as valid within a time period that you specify. The Analyst tool retrieves the records that meet the filter criteria. You can review each record and verify the decisions that the user made.

You can apply multiple filters on each tab. When you apply multiple filters, the Analyst tool returns the records that meet all of the filter criteria.

Data Filters in Exception Record Tasks

Use the filters on the Data Editing tab to identify a set of records with common data quality features. You can also find records that share common status indicators.

The Data Editing tab has the following filter options:

Type of issue: Indicates the types of data quality issue that the workflow identified in the record data. When you select an issue, the Analyst tool displays all records that include the issue.; Move the pointer over a field to view the data quality issue that it represents. The fields that contain data quality issues appear in red in the Exceptions workspace.
Priority: Indicates the priority that the Mapping task assigned to the data quality issue in the record. The priority is a numeric value. When you select a priority value, the Analyst tool displays all records that include the priority.
Status: Indicates the status that you assigned to the records in the task. When you select a status, the Analyst tool displays all records that use the status.; You can choose the following status options:
Review: Indicates the review status of the record in the current task.; You can choose from the following review options:

Audit Trail Filters in Exception Tasks

Use the filters on the Data Audit tab to identify the records that a user worked on in a time period that you specify. You can also find records that share common status indicators.

You cannot edit the record data on the Data Audit tab. To edit the record data, use the Data Editing tab.

The Data Audit tab has the following filter options:

Date of update: Defines a time to apply to the task data. When you define a time period, the Analyst tool returns all of the records that a user updated during the period.
Updated by: Identifies an Analyst tool user. When you identify a user, the Analyst tool returns all of the records that the user updated.
Status: Indicates the status that you assigned to the records in the task. When you select a status, the Analyst tool displays all records that use the status.; You can choose the following status options:
Review: Indicates the review status of the record in the current task.; You can choose from the following review options:

Filtering Records in an Exception Task

Use filters to retrieve the set of records that share the data characteristics that you specify. You can update the records that meet the filter criteria on the Data Editing tab.

1. Open a correct exceptions task or a review exceptions task.

Select the Data Editing tab or the Data Audit tab.

2. Click Filter.

The Filter panel opens.

3. Select the filter criteria to apply to the task data.

The Data Editing tab and the Data Audit tab display different sets of filter options.

4. Click Apply Filter.

The Analyst tool retrieves the records that meet the filter criteria. The Analyst tool displays the filter criteria that you define above the task cluster list.

Note: If you select all of the records on the Data Editing tab after you apply a filter, you select every record that meets the filter criteria in the current workspace view. You do not select every record in the task.