Adding Exceptions to Documents in a Folder - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

You can add exceptions to documents in a Document Tracking folder. Exceptions can be added for documents that do not meet requirements. For example, an exception can be added due to a missing signature on a document. Depending on the configuration of the selected exception, it may affect the Documentation Status of the Document Tracking folder by making it Noncompliant.

To add an exception to a document:

  1. From the Documents layout, expand a Document Type and select a document.
  2. On the Documents tab, in the Exceptions ribbon group, click New Exception.
  3. The New Exception dialog box is displayed:
  4. Select the type of exception from the Select standard exception text drop-down list.
    Note:

    Only one exception of each type can be created for each document. Exception types that have already been used for a document are not displayed in the Select standard exception text drop-down list.

  5. If necessary, modify the text in the Reason for Exception field.
  6. Click OK to add the exception.

After adding an exception to a document, you can view the exception by selecting the document and, from the Documents tab's Exceptions ribbon group, clicking Exceptions. Exceptions are displayed in the Exceptions pane. You can delete an exception from the Exceptions pane by right-clicking an exception and selecting Delete Exception.