Assigning further exception reviewers to an exception

When you designate an employee as an exception, Compliance Accelerator prompts you to assign one or more reviewers for the exception. However, you can later assign further exception reviewers.

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

To assign further exception reviewers to an exception

  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.

    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. Do one of the following:

    • In the list of monitored employees, click the exception and then click Add exception reviewers. Select one or more exception reviewers from the list, and then click OK.

      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.

    • Drag the exception reviewer from the Users list at the left, and drop it on the exception in the list of monitored employees. Then click Add.

To assign an exception reviewer as the sole reviewer for the exception

  1. Click the Departments tab in the Compliance Accelerator client, and then click the Monitored Employees tab.

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

  3. Click the Users tab at the left to bring it to the front.

  4. Drag the exception from the list of monitored employees and drop it on the required reviewer in the Users list.

  5. Click Make to confirm that you want to make the reviewer or group the sole reviewer of the exception employee.

    Compliance Accelerator removes any other reviewers whom you previously assigned to the exception.

More Information

About the Compliance Accelerator permissions

Designating employees as exceptions

Moving an exception employee to another department

Removing exception status

Removing exception reviewers


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