Manually Creating Exceptions

You can create a standalone exception on the Policy module to easily track the exception lifecycle.

To create an exception from the Exception Register

  1. On the Policy menu, select Exceptions.

    The Exception screen appears.

  2. Click the Create Exception or Add New button.
    The Create New modal appears.

    Field
    Description
    Name

    Enter a name for the exception.

    Reason for Exception

    Enter a brief explanation of the exception request.

    Organization

    Select the organization responsible for the exception.

    Requester Name

    Select the name of the individual requesting the exception.

    Show More Details

    Expand the Show More Details section to see additional, optional attributes that can be configured.

  3. Complete the fields.
  4. Click the Save button.
    Note:

    Once an exception is created, the Exception Request Created email notification is sent to the exception requestor and the Exception Ready for Review email notification is sent to the exception approvers.

To create an exception in the Employee Portal

  1. On the Employee Portal menu, select My Documents.

    The Documents screen appears.

  2. Select the My Exceptions tab.
  3. Click the Create Exception button.
    The Create Exception modal appears.

    Field
    Description
    Source Document

    Select the policy, standard, or procedure from your document library for which this exception is being created.

    Reason for Exception

    Enter a reason for the exception.

    Expiration Date

    Choose an expiration date of the exception.

    Show More Details

    Expand the Show More Details section to see additional, optional attributes that can be configured.

  4. Click the Submit button.
    Note:

    The exception will appear on the My Exceptions tab in the Employee Portal and in the Exception Register.

    You can request multiple exceptions on the same attestation.

To create an exception in the Self Service Portal

  1. On the Self Service Portal menu, select My Documents.

    The Documents screen appears.

  2. Select the My Exceptions tab.
  3. Click the Create Exception button.
    The Create Exception modal appears.

    Field
    Description
    Reason for Exception

    Enter a reason for the exception.

    Expiration Date

    Choose an expiration date of the exception.

    Show More Details

    Expand the Show More Details section to see additional, optional attributes that can be configured.

  4. Click the Submit button.
    Note:

    The exception will appear on the My Exceptions tab in the Self-Service Portal and in the Exception Register.

    Once an exception is created, the Exception Request Created email notification is sent to the exception requestor and the Exception Ready for Review email notification is sent to the exception approvers.

    You can request multiple exceptions on the same attestation.