4.3.3.2 Searching Exemptions Using Pre-defined Views

This option allows you to filter the Exemption List using the pre-defined views. To search Exemptions using pre-defined views, follow these steps:

  1. Go to the Search and List page.
  2. Select any pre-defined view from the Views drop-down list (for example, My Open Exemptions record, All Open, Exemptions, and so on). The relevant search list page displays.

    Note:

    If there are more than 15 Exemptions for a search criterion, CTR automatically displays the pagination options.

    Views are pre-defined searches available to a user with access to the Exemption search and list page. The list of views will differ based on each user role. Results returned from views are filtered based on user jurisdiction and business domain.

    The following table shows the various views that are accessible to users with different roles:

    Table 4-3 Pre-Defined Exemption Views Table

    Views ExemptionAnalyst Supervisor
    My Open Exemptions Displays Exemption which is in open status and where the current user is the owner. This view is selected as the default view for this user. Displays Exemptions which are in open status and where the current user is the owner
    All Open Exemptions Displays all open Exemption to which the user has access to. Displays all open Exemptions to which the user has access to.
    Recertify Exemptions Displays all Exemptions that are Recertify Exemption status which are owned by the current user. Displays all Exemptions that are in Recertify status
    Recent Rejected Exemptions All Exemptions that are Rejected in last 15 days which are owned by the current user and currently in Rejected status. Displays all Exemptions that are rejectedin the last 15 days and in Rejected status.
    Recent Revoked Exemptions Displays Exemptions that are Revoked in last 15 days owned by the current user which are currently in status of Revoked. Displays Exemptions that are Revoked in the last 15 days and in status of Revoked.
    Pending Review Displays all Exemptions that are owned by the current user and whose status is in Pending Review Displays all Exemptions that are in Pending Review status. This view is selected as the default view for this user.
    Pending Revoke Review Displays all Exemptions that are owned by the current user and whose status is in Pending Revoke Review Displays all Exemptions that are in Pending Recertify Revoke Review status.
    Pending Recertify Review Displays all Exemptions that are owned by the current user and whose status is in Pending Recertify Review Displays all Exemptions that are in Pending Recertify Review status.
    In review Displays all Exemptions that are owned by the current user and whose status is in In Recertify Review Displays all Exemptions that are in In Review status
    In Revoke Review Displays all Exemptions that are owned by the current user and whose status is in In Revoke Review All Exemptions that are in In Revoke Review status
    In Recertify Review Displays all Exemptions that are owned by the current user and whose status is in In Recertify Review Displays all Exemptions that are in In Recertify Review status
    DOEP Not Filed Exemptions All Exemptions that are owned by the current user and where the DOEP Status is 'DOEP Not Required' All Exemptions that are owned by the current user and where the DOEP Status is DOEP Not Required
    My Filed DOEPs All Exemptions that are owned by the current user and where the DOEP Status in (DOEP Filed - Success, Amended DOEP Filed - Success, Revoked DOEP Filed - Success, DOEP Filed - Success w/Errors, Amended DOEP Filed - Success w/Errors, Revoked DOEP Filed - Success w/Errors) All Exemptions that are owned by the current user and where the DOEP Status in (DOEP Filed - Success, Amended DOEP Filed - Success, Revoked DOEP Filed - Success, DOEP Filed - Success w/ Errors, Amended DOEP Filed - Success w/Errors, Revoked DOEP Filed - Success w/Errors)
    My Rejected DOEPs All Exemptions that are owned by the current user and where the DOEP Status in (DOEP Filed - Rejected, Amended DOEP Filed – Rejected, Revoked DOEP Filed – Rejected) All Exemptions that are owned by the current user and where the DOEP Status in (DOEP Filed - Rejected, Amended DOEP Filed – Rejected, Revoked DOEP Filed – Rejected)