Objective

The Document Management module allows documents to be inactivated so they are no longer used due to discontinuation.

Prerequisites

  • If your user is not responsible for elaborating the document, you may request the document inactivation from the person responsible for drafting it. For more details, refer to this article.

  • If your user is responsible for elaborating the document, follow the steps below to inactivate a document.

Step by step


  1. Access the Search menu, locate and select the document you want to inactivate. You may use the filters to refine your search. To better understand how to consult a document, access this article.

  2. When clicking on the selected document, its view will be opened and, on the right side, the details panel will be displayed. To learn more about this screen, access this article.

  3. Then, select the Deactivate option displayed on the screen.



  4. The system will request that you enter the Reason for the inactivation. After entering it, click Deactivate.



  5. Next, the document will be inactivated, and the system will display the message: Document deactivated.