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There are filters available in the Exceptions Dashboard in order to take more effectively find and take bulk actions. Each column in the Project Exceptions dashboard is able to sort in Descending and Ascending order.

Filter Exceptions

Filter targets before performing bulk actions. Filter configurations are saved per exception menu on the Exceptions Dashboard. 


Filter
Description
Type
ProjectAll projects that have documents, phases, or targets that match the current exception in the community.Drop down
DocumentSearch for targets within a specific document in the community.Open text
TargetAll targets that match the current exception in the community.Drop down
PhaseAll targets that are within the selected phase in the community.Drop down
StatusAny targets that match the selected status (Ready, In Progress, At Risk, Past Due) and match the current exception in the community.Drop down
Job IDAll targets that belong to documents tagged with the specified Job ID will be returned. Open text
Added Targets

All the targets that were added to the document after the time specified in the filter. The purpose of this filter is to catch targets that were added independently of the Document Upload. Choose from the following times:

  • 12 hours
  • 24 hours
  • 48 hours
Info

This filter is only available on the "Added in the past x Hours" tab.


Drop down


Note

You must at least filter by Project in order to perform any bulk actions. 

Sort Exceptions

Sort exceptions by descending or ascending order by clicking the column heading. Click a second time to change the direction of the order. 

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