Requesting Exceptions and Extensions

The Self Service Portal and Employee Portal allows users to attest policies, standards, and procedures. You can now use these portals to request exceptions for documents that have been assigned to you to attest. For more information on responding to these attestations, see Responding to Attestations.

To allow exception requests on attestations in the Self Service Portal and Employee Portal, the Allow Exception Requests setting must be enabled in the Attestation Settings. For more information, see Adding, Editing, and Canceling Attestations.

To request an exception in the Employee Portal

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

    The Documents screen appears.

  2. Open a document in the Pending status.
  3. Click the Request Exception button.
    The Request Exception modal appears.

    Field
    Description
    Reason for Exception

    Enter a brief explanation of the exception request.

    Expiration Date

    Select the date in which the exception will expire.

  4. Click the Submit 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.

    You can request multiple exceptions on the same attestation.

To view exception details in the Employee Portal

Once you submit an exception request in the Employee Portal, you can view the exception on the My Exceptions tab.

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

    The Documents screen appears.

  2. Select the My Exceptions tab to view the exceptions you have submitted for review.
  3. Click the number in the ID field.
    The Exception Details screen appears.

  4. Select the Activity tab to view the exception history.


To withdraw an exception request in the Employee Portal

  1. On the Exception Details screen, click the Withdraw Request button.
    The Withdraw Request modal appears.

  2. Click the Confirm button.
    Note:

    Once an exception is withdrawn, the Exception Withdrawn email notification is sent to the exception approvers and requestors.

To request an exception extension in the Employee Portal

You can request additional time to comply with an exception.

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

    The Documents screen appears.

  2. Select the My Exceptions tab.
  3. Open the exception in which you'd like to request an extension.
    The Exception Details screen appears.
    Note:

    You can only request extensions on exceptions with a Completed status and Approved result.



  4. Click the Request Extension button.
    The Request Extension modal appears.

    Field
    Description
    Reason for Extension

    Enter a brief explanation of the exception extension request.

    Expiration Date

    Select the date in which the exception extension will expire.

  5. Click the Submit button. The exception approver will receive an email to accept or reject the extension.

To request an exception in the Self Service Portal

  1. On the Self Service Portal menu, select Policies.

    The Policies screen appears.

  2. Open a document in the Pending status.
  3. Click the Request Exception button.
    The Request Exception modal appears.

    Field
    Description
    Reason for Exception

    Enter a brief explanation of the exception request.

    Expiration Date

    Select the date in which the exception will expire.

  4. Click the Submit 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.

    You can request multiple exceptions on the same attestation.

To view exception details in the Employee Portal

Once you submit an exception request in the Self-Service Portal, you can view the exception on the My Exceptions tab.

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

    The Documents screen appears.

  2. Select the My Exceptions tab to view the exceptions you have submitted for review.
    Note:

    You can filter by Expiration Date and Result to quickly find specific exceptions.

  3. Click the number in the ID field.
    The Exception Details screen appears.

  4. Select the Activity tab to view the exception history.


To withdraw an exception request in the Self Service Portal

  1. On the Exception Details screen, click the Withdraw Request button.

    Exception Details screen showing the Withdraw Request button highlighted.

    The Withdraw Request modal appears.

  2. Click the Confirm button.
    Note:

    Once an exception is withdrawn, the Exception Withdrawn email notification is sent to the exception approvers and requestors.

To request an exception extension in the Self Service Portal

You can request additional time to comply with an exception.

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

    The Documents screen appears.

  2. Select the My Exceptions tab.
  3. Open the exception in which you'd like to request an extension.
    The Exception Details screen appears.
    Note:

    You can only request extensions on exceptions with a Completed status and Approved result.



  4. Click the Request Extension button.
    The Request Extension modal appears.

    Field
    Description
    Reason for Extension

    Enter a brief explanation of the exception extension request.

    Expiration Date

    Select the date in which the exception extension will expire.

  5. Click the Submit button.
    The exception approver will receive an email to accept or reject the extension.