The Document Management module allows for the deactivation of a document so that it is no longer used due to its discontinuation.
If your user is responsible for the document's creation, deactivation can be carried out without submitting a request. To do so, follow the steps in this article (article in development).
If your user is not responsible for the document's creation and wants to request its deactivation, follow the steps below:
Go to the Search menu, locate and select the document you wish to deactivate. You can use the filters to refine your search. For more details, check out this article.
Next, the screen with the document search details will open. For more information about this screen, check out this article (article in development). To proceed with the deactivation, select the Details option.
The document details screen will open. For more information about this screen, check out this article (article in development).
If your user is not the one responsible for creating the document, the option to Request document deactivation will appear. Click on it to proceed with the deactivation.
Next, provide the justification for deactivating the document in the Reason for deactivation field, then click Finish.
After that, the system will notify you that the deactivation request has been sent to the user responsible for the document’s creation. That user will need to review and approve your request for the document to be deactivated. For more details, check out this article (article in development).
When accessing the document details screen (article in development), a message will be displayed indicating that its deactivation has been requested.
