To request an exception

1. Go to Manage > Exceptions.

2. In the Exceptions view, do either of the following:

   • On the taskbar , click Request Exception.

   • In the table pane, right-click anywhere on the grid and select Request Exception.

3. In the Request Exception Wizard, in the Specify Exception Details panel, enter the following details and click Next:

   • In the Title box, enter the name of the exception.

   • In the Type box, select Policies.

     In the Template box, let the displayed template name remain as Policy Exception.

   • In the Description box, type a description for the exception.

   • In the Attachment box, browse to enter the name of the file that you want to attach.

   • In the Exception Validity group box, in the Effective Date box, select the date on which the exception becomes applicable. In the Expiration Date box, select the date on which the exception becomes invalid. Click Next.

4. In the Select Policies and Assets panel, click Add to select the policies.

5. In the Select Policies dialog box, expand the Policies folder and select a folder. Select the policies and click Add. Click Add All to select all the policies. To remove one or more policies or all the policies from the Selected Items list, click Remove or Remove All. Click OK.

6. In the Select Policies and Assets panel, click Add to select the assets. In the Asset Object Chooser dialog box, expand the Assets folder and select a folder. Select the assets and click Add. Click Add All to select all the assets. To remove the assets from the Selected Items list, select the assets and click Remove. Click Remove All to remove all the assets. Click OK.

7. In the Select Policies and Assets panel, click Next.

8. In the Specify Requestor Information panel, type or browse to enter the Requestor and the Requestor Group. Enter the Requestor Email ID and Comments.

9. In the Summary panel, verify the details that you have entered in the wizard. Click Back to modify any data. Click Finish to exit the wizard.

   The exception is created and its state is set to Requested.