What case reason should you use when submitting onboarding exceptions?

• A. Onboarding Exception
• B. Schedule Conflict
• C. Price Reduction
• D. Technical Issue

Answer: (A)

When submitting onboarding exceptions, use a case reason that clearly identifies the issue as related to the onboarding process itself. This communicates to the system and the support team that the exception belongs to onboarding and should be handled by the appropriate onboarding team, ensuring proper routing and timely resolution.

Choosing Onboarding Exception helps with accurate tracking, reporting, and service levels for onboarding issues. The other options describe problems in different areas—for example, a Schedule Conflict is about timing, not the onboarding flow; Price Reduction is about pricing, not onboarding; Technical Issue refers to system or technical problems, not exceptions to onboarding procedures. Using the exact onboarding category keeps the case in the right workflow.