Compliance

Making Documents Obsolete

Updated on

Document Obsolescence

Start the Obsolescence Process

Start the Obsolescence Process

From an approved - released document you will see the 'Obsolete' button if you have rights to make that document obsolete. If not then you may request a change and send to the author to suggest this document be made obsolete

Making Obsolete

Making Obsolete

As no layouts are relevant for this task you can chevron forward to progress

Why make obsolete

Why make obsolete

Enter your reason for making this document obsolete

Responsibility for obsolescence

Responsibility for obsolescence

Add expediter, additional expediters and a different manager as required.

Submit for obsolescence

Submit for obsolescence

When ready, hit the 'submit for approval' button. You can choose to save and close and come back to it later.

Submitting

Submitting

Choose an allowance and hit forward chevron to proceed

Submission of request

Submission of request

Unless you wish to 'wait for everybody to approve before making obsolete you can hit the chevron

Submitting

Submitting

Hit 'Confirm Submit'

Approval of the obsolescence

Approval of the obsolescence

The status is now 'Approval - Requested' and from this point you can choose to Approve, Reject or Clear the process to start again. Rejecting will cancel the process and send a message back to the requester.

Document Status

Document Status

Until the document is approved for obsolescence the document will remain in approved released status

Viewing the document obsolescence request

Viewing the document obsolescence request

Under the Approved documents view you will be able to see the document in request state.

Approving for Obsolescence

Approving for Obsolescence

Open the document obsolescence request and select 'Approve'.

Approve

Approve

Enter your CPro password to approve the document for obsolescence and confirm

Obsoleted Document state

Obsoleted Document state

The document obsolescence request now shows as approved but not approved - Released anymore.

Final State

Final State

You may need to refresh by logging out and back in again before you see the document removed from Approved view.

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