What it covers
Work from a focused queue of issues instead of checking every module separately.
Customer management
Exception Centre
Bring important operational exceptions into one permission-aware view.
How it works
Work the exceptions that need a decision
Bring operational issues into a focused queue so teams can see what needs attention without checking every area one by one. Access to each item follows the permissions on its underlying record.
In practice
Open an exception in its operational context and continue from the source record.
When to use it
Useful situations
- Triage operational items needing an owner or decision.
- Reduce the need to check several modules just to find visible exceptions.
- Route an issue to its source record for the appropriate follow-up.
A working path
How the work moves
Scan the queue
Review issues shown for modules you can access. Use item context to distinguish what needs action now from what is informational or already being handled.
Open the source
Select an exception to continue in its operational record. Check the underlying owner, status and history there instead of treating the queue item as a separate editable copy.
Resolve or route
Make the supported change in the source workflow, assign follow-up where appropriate, and return to the queue to see whether the exception remains. If you cannot open an item, ask an administrator to review access.
Illustrative scenario
Missed follow-up review
A team lead scans the queue, opens an overdue item in its source module, confirms who owns the next step and records a task for the next customer contact.
Before you start
What to check
- The centre is permission-aware: it cannot reveal or bypass access to the underlying record.
- Items depend on available module data and exception rules; absence from the queue does not certify that every process is complete.
Can I resolve everything from the centre?
The centre helps locate exceptions; actions continue in the relevant source record where supported.
Why can’t I open a listed item?
The source module may be outside your permissions, or the record may have changed since the queue loaded.
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