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How to Cancel an Active Workflow in Vault PromoMats and Medical?

  • Updated

Question:

How to cancel an active workflow in Vault PromoMats and Medical? 

Answer:

An active workflow can be cancelled by an active Workflow Owner (the user who started that workflow) or by a user who has a Security Profile that grants the Workflow Administration: Cancel permission.

There are a number of reasons why the workflow should be cancelled, for example:

  • The workflow is started by an individual who has left the company. In order to progress the document, the workflow must be stopped and restarted by a new owner.
  • The workflow is assigned to the wrong reviewer(s) and the particular Vault does not allow an individual to reassign the tasks. 
  • The workflow owner realizes that the wrong workflow is started. 

There are two ways to cancel the workflow:

  • The workflow can be cancelled from the Show Active Workflow page: 

    cancel_wf_option_1.png

  • The workflow can be cancelled from the Timeline view:

    timeline_cancel.png

The user receives the following warning: 

cancel_workflow.png

Select Continue to cancel the workflow. 

Related Documentation:

Vault Help Documentation: Using Document Workflows

Youtube Channel: How To Cancel An Active Workflow in PromoMats

 

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