Designating employees as exceptions

You must have Manage Exceptions permission in the department to make an employee an exception. By default, users with the role of Compliance Supervisor, Rule Admin, or User Admin have this permission.

To designate an employee as an exception

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

  2. In the Departments pane at the left, click the department in which you want to designate one or more employees as exceptions.

    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. Click the required employee, and then click Make an Exception.

  5. Select one or more exception reviewers to assign to the exception employee.

    You can select multiple adjacent names by holding down the Shift key and clicking the first and last name in the range. To select multiple, nonadjacent names, hold down the Ctrl key and click the required names.

  6. Click OK.

More Information

About the Compliance Accelerator permissions

Assigning further exception reviewers to an exception

Moving an exception employee to another department

Removing exception status

Removing exception reviewers