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Procedure documentationCanceling and Restarting Approval Procedures Locate this document in the navigation structure

 

As an authorizer you can cancel an approval procedure for a document, and restart it at a later date if required. For example, if an authorizer is out of the office on vacation.

Procedure

  1. To view the approval procedure, choose   Administration   Approval Procedures   Approval Status Report  . The Approval Status Report - Selection Criteria window appears.

  2. Select at least one of the document types, then choose the OK button to display the report.

  3. To cancel an approval procedure for a document:

    1. Select the row of the document in the report.

    2. Choose   Data   Cancel   in the menu bar.

    The originator of the document receives an appropriate message. The document can be located later based on this status.

  4. To restart an approval procedure for a document:

    1. Select the row of the document in the report with the cancelled approval template.

    2. Choose   Data   Restore   in the menu bar.

    The originator of the document receives an appropriate message. The approval process restarts from this point. Other approval steps may be necessary before the document is ultimately approved.