Search Options

Search options determine which records are visible in the Exception Editor.

Click the SEARCH tab on the left side of the Data Stewardship Portal Editor page to expand or collapse search options. Click any of the following headings on the SEARCH tab to expand or collapse criteria for an option.

User
The ID of the user assigned to the dataflow. This information will be visible only if you have modify permissions. This selection is required.
Dataflow name
The name of the dataflow that generated the records. This selection is required.
Stage label
The user-defined name given to the Exception Monitor stage in the dataflow. This information is particularly useful in cases where a dataflow contains multiple Exception Monitor stages. If the person who created the dataflow gave each Exception Monitor stage a meaningful label you can identify which Exception Monitor produced the record. The default label is "Exception Monitor". This selection is required.
Job ID
A numeric identifier assigned to a job by the system. Each time a job runs it is assigned a new job ID. You can choose to view records for all jobs or select a specific job.
Status
Lists possible approval status categories for records in the exception repository. The number of records currently in a category is displayed next to the status label. These values are updated each time a user saves changes.
Check the check box next to a status label to display records that currently display the status in the Record status field. You can check multiple check boxes on this panel.
Date
Choose to display records from dataflows run on specified dates. You can specify either or both start and end dates. Click the date button select a date. Click the time button to specify the time. The default is 12:00 AM.
Condition
  • Name—Choose a condition name to only view records that were created as a result of a particular condition. If you specify a name, then both Data Domain and Quality Metrics are set to All.
    Note: To display condition names for each record, see Search Options—Condition Name.
  • Data Domain—Specifies the kind of data to which the record belongs, such as Customer or Product. Examples of data domains include Name, Address, and Phone Number. This selection helps you identify which fields in the record require editing. If you specify a data domain, then Name is set to All.
  • Quality Metrics—The quality measurement that failed the record. Examples of quality metrics include Accuracy, Completeness, and Uniqueness. This information helps you determine why the record was identified as an exception. If you specify a quality metric, then Name is set to All.