Cancel Approval Process

Explanation

Use this activity to cancel the approval process for one or more document revisions. Once canceled, the document revision can be updated and a new approval process can be started.

Prerequisites

• The document revision must have the status Approval in Progress.
• You must be the creator of the document revision or an administrator.

System Effects

• The document status is changed from Approval in Progress to Preliminary.
• All steps are copied to the history (if the history logging for this event is enabled).

Window

Document Revision Document Revisions

Related Window Descriptions

Document Revision
Document Revision/General 
Document Revisions 

Procedure

To cancel the approval process for a single document:

1. Open the Document Revision window or Document Revisions window and query for a document. In the Document Revision window - If the document has an attached redline file, you can add your own comments to the file by right-clicking, pointing to Comment, and then clicking Edit.
2. Right-click, click Status, and then click Cancel Approval. (In the Document Revisions window select the row first)

To cancel the approval process for two or more documents:

1. Open the Document Revisions window and query for the documents. 
2. Select the rows, right-click, click Status, and then click Cancel Approval.