Question:
How do I remove someone from the document route?
Answer:
If the Document is still in Seq 1, then the Reset Route option is available on the Document Routing Grid drop-down menu. The Reset Route menu choice presents a dialog that allows you to entirely replace the current document route with an alternate route based upon preconfigured automated route rules.
Once a document begins a route, then individual routees can be deleted, but only if the current user.
- has permission to delete routees
- is in control (a current routee) of the document
- and the document has not reached the Seq of the routee(s) to be deleted or modified.
Additional Comments:
If changes are required beyond those permitted, it may be advisable to force the document to a new ‘stage‘ by sending it back to the originator.
KBA-01073; Last updated: October 20, 2016 at 9:35 am;