Exception Report Form 

Purpose: Complete this form any time a transaction, item, service call, order, or other situation does not follow the normal process and requires a different action, workaround, or one-time solution.

Submission Instructions:

Submit this report whenever something does not follow the established process—even if the issue has already been resolved.

Examples of exceptions:

  • A one-off toner or supply item that requires special handling.
  • A machine arrives or is discovered with a cracked door or other unusual damage.
  • An SO was completed correctly, but the PO did not follow the normal process and had to be handled differently.
  • A system limitation requires a manual workaround.
  • A customer/order situation requires something outside the standard procedure.

The goal is not to document employee mistakes. The goal is to capture situations where the normal process doesn't work so we can identify recurring exceptions as a team and determine whether the process needs to be updated.

Feel free to include links to the customer or the original SOP.
What is the normal process? Briefly explain the situation and what did not follow the normal process.
What was done instead? Explain the workaround, correction, or special action taken.
Please include any files or screenshots.
Submit