Handle exceptions in the operations workspace

1. Open the operations workspace
2. Filter to records flagged as exceptions
3. Fix the arrival, room or pickup and set the field status
4. Mark the exception resolved and publish the update

Good to know

• Team sheet access can be given to named people only.
• Status moves from pending to provided to verified, with the verifier recorded.
• A mismatch between arrival and room routes the record to the exception list.

If something goes wrong

A record keeps returning. The source data still disagrees; fix it at the source.

A teammate cannot open the sheet. Add them to team sheet access.

Companions missing. Switch on companion hospitality.

Questions

Who sees exceptions?

The people given team sheet access, which can be limited to named people only. A mismatch between arrival and room routes the record to the exception list. If a teammate cannot open the sheet, add them to team sheet access. Status moves from pending to provided to verified, with the verifier recorded.

Does fixing one update the app?

Yes, once the card is published. Fix the arrival, room or pickup, set the field status, mark the exception resolved and publish the update; the delegate sees the change when they refresh. If a record keeps returning, the source data still disagrees, so fix it at the source.