Running an Edit Exception Report

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Running an Edit Exception Report

The Edit Exception Reports are located in the form selection tree along with the associated forms.  School entity users should review the Opening a Form topic for information on how to access these reports from the form selection tree.  NYSED users should review the Searching for Items to Review and/or the My Claims help topics for information on how to access these reports.

 

Once accessed, the Edit Exception reports will have two primary options for running them.  A drop down box will allow the user to run a new report, or select among previously versioned reports.  Pressing the "Run Report" button beside the select box activates the selection chosen from the drop down box.   When this button is pressed, the requested report is displayed.  All of the form field values used by the Edit Exception Report will be based on the Data Area that the report was run within.

 

The report is in row-based form with the exception listed, and below that, any comments that are associated with that exception.  Below that will be a blank box for adding a new comment.  The report will automatically be saved after running it, and versioned if it has already achieved the "Ready" status.  When the exception report is in the "Saved" status, pressing the "Save & Ready" button will save the comments, and put the exception report form in the "Ready" status.  Doing this will allow all future "New" report runs to be versioned, and will also allow the form set to be certified.