Returning a Folder to a Participant  

Use

You can return a successor folder to the participant with a suitable comment requesting that the folder be processed further or revised.

In the case you create a further successor folder based on the successor folder you received from the participant. This guarantees that the original status of the successor folder is preserved after the participant returns the folder again.

Prerequisites

The successor folder must have In Review status.

Procedure

You are in the Monitoring transaction.

  1. In the Folder/recipient overview double-click on the folder that you want to send.

All the detail information for this folder and the name of the recipient who returned it appears in the right-hand screen area.
  1. Choose Return folder to participant.

You go to Configuration Management (CM Workbench)

The system automatically displays the selected folder as the configuration object.
  1. You now create a new successor folder. Choose .

A dialog box appears in which you create the new configuration folder. You must set the life cycle phase to In process.
  1. Choose . The successor folder is created.
  2. Enter the participant to whom you want to return the folder on the Recipient tab page. Here you also add the reason for returning the folder.
  1. Choose Send

Result

The participant receives an e-mail informing him/her that the new successor folder is ready for processing.