Reject Approval Step

Explanation

Use this activity to reject the selected approval process step.

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 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.

Window

Document Revision
Approvals
Risk Analysis Navigator

Related Window Descriptions

Document Revision/Approval
Approvals
Risk Analysis Navigator/Analysis Controls/Approval Routing

Procedure

Use one or more of the following procedures to reject approval steps.

1. Select a business object that has a connected approval routing.
2. Click the Attachments tab in the context pane (the Attachment Panel).
3. Click the Approval Process link.
4. Select an approval step (the next step in the approval sequence), right-click, and then click Reject.

or

1. Open the Approvals window.
2. Select an object.
3. Select an approval step (the next step in the approval sequence).
4. Select a row, right-click and click Reject Step.

Note: It is possible to reject multiple approval steps using the Approvals window.

or

1. Select the document you want to reject. If there exists comments for this document, redlining has been used and you can view those comments. Add a comment by right-clicking, clicking Comment, and then clicking Edit. 
2. Select a row, right-click, and click Reject Step.

or

1. Open the Approval tab of the Document Revision window.
2. Select a row, right click, and click Reject Step.