Reject Approval Step
Explanation
Use this activity to reject the selected approval
process step.
Prerequisites
- This activity is applicable in IFS Aurena.
- The document revision must have a status of Approval in Progress.
- You must be one of the following:
- The person registered in the Person ID field.
- A member of the group registered in the Group ID field.
- The Docman Administrator.
- The approval process cannot contain any steps
with an approval status of Rejected.
System Effects
- The current approval step is set to Rejected and the approval process is
stopped. Depending on the reasons for the rejection, you might need go back to
earlier steps in the process to correct the problem so that the approval
process can continue.
- The person who created the object will be notified automatically through
the Event Server if the event is enabled. The automatic notification
requires that the event APPROVAL_ROUTE_REJECTED has been configured in the Event Registry, that
IFS/Event Server is running on the server, and that the receiving user is
logged on to the network system. The
notification method, which is configured in the Event Registry for the event,
can be a message or an e-mail. A user does not have to be logged on to the
application to receive notification.
- If the rejected object is a document, the
person who created the document can cancel the approval process. The document
will then get the status Preliminary, and all steps approved and/or rejected
will be copied to the history (assuming the history logging for this event is
enabled).
- If the Security Checkpoint Required check box has been selected
for the particular step, the user will have to authenticate himself before
he can reject the step.
When rejecting multiple
approval steps using the
Approvals window, if a security checkpoint is added for more than
one selected document step, the authorization request dialog will appear
only once. (**Yet to be fixed in IFS Aurena client.)
Related Window Descriptions
Document Details/Approval
My Document Approvals
Procedure
Use one or more of the following procedures to reject approval steps.
My Document Approvals windows:
- Open the
My Document Approvals
window.
- In the Unattended group, select an approval step (the next step in the
approval sequence).
- Click Reject.
Note: It is possible to reject multiple
approval steps using the
My Document Approvals window.
Documents:
- Open the
Approval
tab of the Document Details
window.
- Select an approval step and click Reject.