Search for Exceptions

Owned by Pamela Totas (Deactivated)
Last updated: Jul 11, 2023 by Jacob Mathews (Deactivated)
2 min read

To search for exceptions:

  1. In Automation Desk, click Exceptions in the left navigation.
    You see the Exceptions workspace.

  2. In the upper left corner above Summary of Exceptions, click the calendar icon next to Exceptions as of date and timestamp to narrow down the date and time interval for the exceptions.

  3. In the Select Date/Time dialog box, click to select the appropriate date and time option to view the exceptions and click OK. Available options include:

    • Date/Time. Allows you to limit the time interval from midnight of the current day to the current system time. This option is the default.

    • Date/Time Range. Allows you to limit the time interval by selecting a date and time range.

    • Time Range Only. Allows you to limit the time interval to a specific date and specific time range during that date.

      Select Date slash Time Dialog Box

  4. To view exceptions grouped by Date Range, by Status, or by Message Type/Subtype, click the appropriate category link.

  5. To open the Search dialog box, click the double arrow next to the Search button to the right of the workspace.

  6. In the Search dialog box, complete the required search criteria. For additional criteria, click the green plus button.
    You see the search results based on the criteria you selected. The search criteria is displayed in the Summary of Exceptions area.

  7. To group search results by specific columns, you can drag and drop the column headings.
    For example, drag and drop the Exception Code column to the Drag a column here to group area to display exceptions by each exception code.

  8. Tags from the Exceptions Details grid can be added to the Exceptions grid as columns using the Add as Custom Column context (or right-click) menu command. Custom Columns support all common grid features.

  9. To quickly find all the exceptions for the same security and to save time to search for all the exceptions that were found in the same file, you can search by Sender Information. Sender Information column can be added into the Exceptions screen when ‘Show Sender Info’ search criteria is set to Yes. Common column features such as sorting, filtering, grouping can be applied.