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 Standards.

     In the Template box, the displayed template is Evaluation 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 Checks and Assets panel, click Add to select the standards, sections, or checks.

   All the checks within the selected standard or section are displayed.

5. In the Select Standards or Sections or Checks dialog box, expand the Standards folder and select a folder. The standards within the selected folder are displayed in the right pane. Select a standard, section, or check and click Add. Click Add All to select all the standards. To remove one or more standards from the Selected Items list, click Remove or Remove All. Click OK.

   All the checks within the selected standard or section are displayed in the Select Checks and Assets Panel.

6. In the Select Checks and Assets panel, click Add to select the assets. In the Select Assets or Asset Groups or Folders dialog box, expand the Assets folder and select a folder. The assets within the selected folder are displayed in the right pane. Select an asset and click Add. Click Add All to select all the assets. To remove one or more assets from the Selected Items list, click Remove or Remove All. Click OK.

7. In the Specify Exception Type Information 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.

   Similarly, you can request an exception by launching the Request Exception Wizard from the Standards view, Assets view, and the Evaluation Results dialog box.