Automate Your Exception Reports: It’s Easy, Here’s How

exception reportPart of the reality of trying to manage operations in organizations of any size, is understanding that sometimes things go wrong.

In an ideal world, we don’t want anything to go wrong. We want our processes to run smoothly and all tasks to be easily completed.

But that isn’t just something which happens. It is, however, something we can work towards.

The first step is to create a critical culture where people can identify when and why a process has had a problem. From there, you can track problems, investigate them, and improve processes to stop those problems occuring.

But you need that first step.

That first step needs to be done each and every time, it needs to be done with the right amount of detail, and it needs to be quick and painless to take.

This is the art of an exception report.

Done well, this can illuminate your problems and be a crucial linchpin in a broader effort to improve processes and, in turn, outcomes.

In this Process Street article, we’ll be looking at:

  • What is an exception report?
  • Why you should use exception reports in your business
  • How you can record exception in Process Street
  • How to use Zapier to generate an exception report

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