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Ever since we introduced Exceptions to Obzervr, they have allowed Supervisors and Superintendents to flag something out of the norm. Either through breaching control limits or for a ‘No’ on a Take 5, it’s been a definitive way to communicate where something needs attention.
Over time, we’ve learnt more about how Supervisors use Exceptions and how we can improve the exception workflow.
Put simply, there are a lot of exceptions to manage. And a more streamlined way to manage all the exceptions was required.
We made incremental improvements to the Work list to filter for Resolved or Unresolved exceptions, but something was still missing.
It was easier to see the work with exceptions, but it was still a tad cumbersome to review and action all the exceptions.
And what about the exceptions which you can’t do anything about, right now? What if you need someone else to action them? How will they know?
Well, look no further, Exception Management is here.
It’s a new, simplified way to view and manage exceptions, all in one place. No more clicking into each individual work order to read what the issue is. See it all, at a glance.
Table of Contents
- What’s Changed
How it works
- How to view Exceptions in the Exception Management list
- How to resolve an Exception in the Exception Management list
- What do the Statuses mean? Are they fixed?
- How to assign Exceptions
- How do I filter out the Resolved Exceptions in my list?
- When will exceptions show in the Exception Management list?
- If I have unresolved exceptions in my Work list, shouldn’t I see the same number in the Exception Management list?
- Not sure how to filter, manipulate columns or Search?
- Future Releases
So what’s the big deal?
The main change that you will notice is that there will be a new menu option called ‘Exception Management’.
If you click on it, it will open a new tab to a module which looks a lot like.. Work list.
We’ve purposely made Exception Management look very similar so that you can get up to speed quickly.
The main new things you will see are:
- The list is split into two sections: left hand side shows all the exceptions and their configurable columns, whilst the right hand side shows a “Status” and “Assigned To”.
- The ability to assign an exception to a user for further actioning
- A more complete exception workflow, indicated by the additional statuses that you can use to indicate how an exception has been actioned.
- The context of the Field Measurement and Reading related to the Exception, without having to click into each Work Order.
- The ability to bulk review, update exceptions and assign for actioning.
Keep reading to learn more.
How to view Exceptions in the Exception Management list
How to resolve an Exception in the Exception Management list
There are a couple of ways that you can resolve Exceptions using the Exception Management list.
You can update the Status of the Exception OR click the tick icon to resolve the exception.
2. In bulk
When there are a lot of exceptions to manage, there needs to be an quick way to close them out. So like for finalising work orders, you can use the multi-select boxes to resolve multiple exceptions at once.
Click through the steps below for a detailed run through.
NOTE: wherever you use the ‘tick’ icon to resolve the exception - the Resolution Status is marked as ‘Action Completed’. You will need manually select ‘No Action Required’ using the Status drop down.
What do the Statuses mean? Are they fixed?
As you will have noticed, there are more Statuses to choose from when resolving an Exception. They have been defined so that you can build out an exception management workflow where some exceptions need further action before they can be resolved, and if someone else needs to action them.
So, what do the statuses mean? Can they be changed?
The statuses are not fixed and can be updated, but have been defined with the following reasons in mind.
How to assign Exceptions
As mentioned before, the idea of adding the statuses was to facilitate the scenarios where it’s not possible to immediately close out an exception, since a follow on action is required.
You can use the same actions as listed in How to resolve an Exception to update the status, but to assign to another team member, click through the steps below to see how this works.
How to assign an individual exception
How to assign multiple Exceptions to a team member
How do I filter out the Resolved Exceptions in my list?
Once you’ve actioned your Exceptions, you might notice that Resolved Exceptions do not ‘disappear’ from the list like Finalised Work does from the Work list.
To only see the Unresolved Exceptions, you will need to filter the Resolution Status.
When will exceptions show in the Exception Management list?
On the sync of Capture, not when the Work is completed.
If I have unresolved exceptions in my Work list, shouldn’t I see the same number in the Exception Management list?
The short but important answer is: all NEW exceptions will show in the Exception list.
We have other mechanisms to sync all historical exceptions to the Exception list, but unless you have a lot, it’s recommended to start from a particular day.
Not sure how to filter, manipulate columns or Search?
Exception Management is built to work similarly to Work list. Read more about how to use these features in detail here.
The Exception list is a big feature, so we’re still working on it. Some features which will be coming soon are: