Moving an exception employee to another department

You must have the following permissions in both departments to move an exception employee from one department to another:

By default, users with the department role of User Admin have these permissions.

To move an exception employee to another department

  1. Click the Departments tab in the Compliance Accelerator client.

  2. In the Departments pane at the left, click the department that contains the exception employee.

    If Compliance Accelerator lists a lot of departments, you can filter the list with the fields at the top of the pane. As well as filtering the departments by name, you can choose whether to list any exception employees, folders, and reviewers that are associated with them.

  3. Click the Monitored Employees tab.

  4. Drag the exception from the list of monitored employees and drop it on the target department in the Departments list at the left.

  5. Choose whether to permit the reviewers in the exception's old department to access the review set in that department. You may want to permit the reviewers to access the review set if it still contains some unreviewed messages for the exception.

    When there are messages to review, a separate review set link appears for the exception employee in the new department.

More Information

About the Compliance Accelerator permissions

Designating employees as exceptions

Assigning further exception reviewers to an exception

Removing exception status

Removing exception reviewers