Transition Exception Requests

Only workflow stage stakeholders can modify settings and transition an exception to another stage. The user who submits a global request must manually move the exception into the next stage of the workflow.

To transition an exception to the next stage:

  1. Go to Home > Exception Requests.

  2. Click the My Exceptions folder.

  3. Click the name of the exception. 

  4. Click the Workflow tab.

  5. Click an action button to transition the exception to another workflow stage.

  6. Enter a comment.

  7. Click OK.

Your comment is added to the log and the exception is transitioned to the next stage.