Reject Approval Step

Explanation

Use this activity to reject the selected approval process step.

Prerequisites

• This activity is applicable in IFS Aurena.
• 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 event APPROVAL_ROUTE_REJECTED has 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. The notification method, which is configured in the Event Registry for the 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).
• 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. (**Yet to be fixed in IFS Aurena client.)

Related Window Descriptions

Document Details/Approval
My Document Approvals

Procedure

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

My Document Approvals windows:

1. Open the My Document Approvals window.
2. In the Unattended group, select an approval step (the next step in the approval sequence).
3. Click Reject.

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

Documents:

1. Open the Approval tab of the Document Details window.
2. Select an approval step and click Reject.