Reject Approval Step
Explanation
Use this activity to reject the selected approval process step. Activity can be performed from the
Attachment panel and the Approvals tab of the document in the Document Revision
page.
Note: It is possible to reject multiple approval steps using the Approvals page.
Prerequisites
- 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 events APPROVAL_ROUTE_REJECTED and STEP_REJECTED_NODOC have
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. APPROVAL_ROUTE_REJECTED should be configured for document approval step
rejections and STEP_REJECTED_NODOC for non-document object approval step rejections.The notification
method, which is configured in the Event Registry for each 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).
- It is not possible to delete a step that has been rejected unless the approval on the whole risk analysis is
cancelled first.
- If the Security Checkpoint Required option 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.
- In order for the security checkpoint process to be successfully enabled, global configuration needs to be
done. Refer to Configure Security
Checkpoints for Approval Process to enable security checkpoints globally.