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- From the Performance Desk in Performance Center, open the Data Quality Monitor workspace, and select the records you want to assign using the checkboxes on the left side of the heat map.
- Click Assign Exception on the ribbon.
You see the Assign Exception dialog box. - To assign exceptions to a user or users, click the Users radio button and make selections from the drop-down list.
- To assign exceptions to a business group or groups, click the Business Group radio button, and make selections from the drop-down list. If appropriate, click the Publish to underlying Groups as well checkbox.
- Add Comments as needed and click Save.
You see a confirmation message when the assignment is complete. - Click OK.
- You can modify the heat map columns to view assignments and other relevant information by selecting the Grid tab on the ribbon and clicking the Columns icon. You see the Columns dialog box with a list of available columns. Select Assigned Users, Assigned Business Group, and Assigned By User as needed and click Add.
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Assign Exceptions Automatically
In Data Quality Monitor, you can also assign exceptions automatically by creating an assignment rule. Assignment rules can be based on data quality rules or validation rules. Applying an assignment rule ensures that the assignments are made automatically in the event of a submission of a Performance Calculation or Automation Center event.
To create an assignment rule:
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