Manage Automated Exception Routing

You can manage exception routing by first searching for exceptions. Once one or more exceptions are identified, you can assign them to various staff groups, staff members, or advisors.

   Review the training (Anthology Academy registration and login required):

Configuring Automated Exception Management  (5 min.)

Prerequisites

You must have:

• Common - Configuration - View authorization

• Financial Aid Automation - Configuration - Automated Exception Management - Delete, Edit, New, and View authorization.

Access Method

Select the Configuration tile > expand Financial Aid > select Automated Exception Management.

Procedure to List and Assign Exceptions

1. Under Automated Exception Management, specify the values.

   Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Exception Codes Specific system assigned code for the exception.

   Processes Which specific COD process (COD Import, COD Export, etc...) Sub Processes Any secondary (subsidiary) process related to a main system process. There can be multiple sub processes to choose from. As an example, sub processes for COD would be COD Import, COD Export.

2. Click Apply Filters.

3. Exceptions are listed in the grid. Review the following values.

   Age Days How many days has this record been pulled as an exception since it was first created. Assigned To The person assigned or sent the item task (such as task, document, or message). For a new task, the default is your user ID. If you have permission in the policy, the names of other staff members are displayed. Auto Res Rule Whether there is a configured Auto Resolve rule configured in the system for the specific exception (Yes or No). Campus The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. Date Added The date when the item or person was added or the status change was entered. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time.

   Exception Code Specific system assigned code for the exception. Exception Description Description of the exception code. Process Which specific COD process (COD Import, COD Export, etc...) Process Failure If the process failed or not (Yes or No). Sub Process Any secondary (subsidiary) process related to a main system process. There can be multiple sub processes to choose from. As an example, sub processes for COD would be COD Import, COD Export. 2nd Review If a secondary review is configured, who is assigned to that review.

   If you wish to unassign a displayed exception(s), select the record(s) in the grid and click Unassign in the toolbar. A pop-up window appears, asking you to confirm the unassignment. Click Override to complete unassigning the exception.

   Note regarding the Assigned To column: If this field is blank for an exception, the FA Default Advisor has not been configured for that campus. If a Staff Group appears in this column, click the group name to access a list of names and email addresses of every member assigned to that group.

   Note regarding the Age Days column: This field value can be updated by using the contextual action, “Update Age Days”. Additionally, the Automated Exception Management form can now be loaded with up to 1000 rows or ALL rows.

4. To configure new exception assignments, select one or more exceptions in the grid and click Assign. If a record is already assigned, a message is displayed stating this, and asking for confirmation that you want to override the current assignment. If so, click Override.

5. In Assign Routing Permission, select an Assignment Method from the drop-down list under Initial Review. Depending on the method chosen a second field is displayed:

   Method	Field	Input
   Staff Member	Staff Member	Choose the name of a specific staff member from the list.
   Staff Group	Staff Group	Choose the name of a specific staff group from the list.
   Advisor	Advisor Type	Choosing Other Advisor displays a third field, Other Advisor Group, where you specify the specific Other type of advisor.

6. Select an Assignment Method from the drop-down list under Secondary Review. Make a selection in the new field that appears (use the table in step 5 for your choices).

7. Click Assign.