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How to Change the Lifecycle Within the Same Document Type in Vault PromoMats and Vault Medical?

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Question:

A Document Type can be configured with multiple Lifecycles available in Vault PromoMats and Vault Medical.

When a document's Lifecycle must be changed keeping the same Document Type, Subtype and Classification, the user can Make a Copy, or Reclassify the document twice to keep the same Document Number. 

Answer:

Reclassify permission is needed to perform this action.

In order to keep the same document Number, please follow the below steps:

  1. In the Information Box, select Reclassify.

    u-reclassify.jpg
  2. From the dropdown, choose any other Subtype/ Classification and click Ok. 

    reclassify_dropdown.jpg

  3. The system shows a warning message every time a document is reclassified.

    reclassigy_warning.jpg

  4. Complete the mandatory fields (in yellow) if necessary and click Save.

  5. Then, click Reclassify again and select the correct Document Type, Subtype and Classification.

  6. When completing the Mandatory fields, select the correct Lifecycle from the dropdown and click Save.

    lifecycle_choose.jpg
Note: If the new Lifecycle does not include the State from where the document is being reclassified, then the document is taken back to the Draft state.

Related Documentation:

Vault Help Documentation: N/A

Knowledge Base Articles:

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