Approving and Rejecting Exceptions

Once an exception has been created, it can be approved or rejected by the exception requestor and approvers. Exceptions are approved if all approvers agree to the reason for the exception. Exceptions can be rejected if approvers do not agree with the reason for the exception or if changes need to be made to exception details. If one approver rejects the exception, then it is rejected.

A reason must be documented if the exception is approved or rejected to notify the requestor of the decision.

To approve exceptions

  1. On the Policy menu, select Exceptions.

    The Exception Register screen appears.

  2. Select the exception you would like to approve.

    The Exception Details screen appears.

  3. Advance the exception to the Completed workflow stage.
    The Complete Exception modal appears.

    Field
    Description
    Result

    Select Approved.

    Reason

    Enter a brief reason why the exception has been approved.

  4. Click the Send button.
    Note:

    Once the exception has been approved, the Exception Approved email notification will be sent to the exception requestor.

    The exception will be read-only unless removed from the Completed stage.

To reject exceptions

  1. On the Policy menu, select Exceptions.

    The Exception Register screen appears.

  2. Select the exception you would like to reject.

    The Exception Details screen appears.

  3. Advance the exception to the Completed workflow stage.
    The Complete Exception modal appears.

    Field
    Description
    Result

    Select Rejected.

    Reason

    Enter a brief reason why the exception has been rejected.

  4. Click the Send button.
    Note:

    Once the exception has been rejected, the Exception Rejected email notification will be sent to the exception requestor.

    The exception will be read-only unless removed from the Completed stage.