Pramata will raise exceptions on documents that require input from the customer in order to process or digitize. Situations where exceptions may be raised include missing pages, missing parent or related documents, missing or ambiguous critical information, illegible documents, or other issues that require assistance or clarification from the customer to resolve.
If a document has a raised exception, it will not be processed or digitized until the exception has been resolved with input from the customer.
Accessing the Exceptions module
You can leverage the Exceptions module from the primary menu of Voyager. In the homepage, your exceptions are organized in an understandable & standard workflow, and lists all your exceptions with much more information upfront.
NOTE:
-
Exceptions will be visible based on the Role assigned to a customer. For example, if a customer role has access to view only two specific accounts. Then, when the customer logins to the Exceptions module, the system will show exceptions raised on documents of those specific accounts.
-
Ability to include Business Segments and Doc Imported Metadata as additional columns in the Exceptions table with a limit of 10 additional columns. To embed the required Business Segments and Doc Imported Metadata columns in your Exceptions module, reach out to your Customer Success Manager.
Adding more information and assigning the exception to your team member
All open and active exceptions are listed in the All Open menu. In order to find the desired exception in the table, you could do any of these actions:
-
Include additional information you would like to see against the exception.
-
Use sort and filter in the columns.
-
If you have a large list of exceptions, you could use search to narrow down your result.
-
Reorder the columns using the drag and drop action. If you want to retain the order of the column, use the Set as default columns button.
Once you find the exception you were looking for, you can use this quick action to assign it to a user. Against this exception, in the Assign column, click the drop-down list and select a user to whom you want to assign this exception.
Reviewing and closing the exception
If the exception is assigned to you, you will see it in the Assigned to Me menu. You can use these quick actions to review the exception. Hover on the exception and click the appropriate links:
-
To open document in a new tab, click the Pramata number.
-
To view the Document summary, click the Document Title.
-
To view Document Family, click the Account Name.
-
To resolve Exceptions, click Add Comments.
Opens a page, where you can see comments given by Pramata and respond to these comments. If a document is required to solve the exception, click Drop files / Browse & select files to upload a file from your computer.
Once you add a comment, the exception is automatically assigned to Pramata and will be seen in the Assigned to Pramata menu.
FAQ
What is the criteria for users to be listed in the 'Assign' drop-down list in the 'All Open' menu?
The list of users is populated based on the following criteria:
- Users must have access to the Exceptions module.
- The Role assigned to the user must include access to the specific document.