Rejecting Process Units

To reject a process unit to its previous state, you must be assigned the appropriate security roles and access rights for the process unit; for example, Read or Promote access rights. If the process unit has a status of Published, you must have All access rights to reject it. See Process Management Security Roles.

When you reject a process unit, the system automatically returns the process unit to its previous state. For example, when you reject a process unit that is at Review Level 2, it returns to Review Level 1. If a process unit that was at Review Level 5 has been Submitted by skipping several process levels, when you reject it, it returns to Review Level 5, which is the previous state, not Review Level 10, which is the process level before Submitted.

When a process unit has a First Pass status, only the Review Supervisor can reject it and return it to Not Started status. If a user rejects a process unit with an Approved status, its status returns to Submitted.

Rejecting Process Units from Process Control

To reject process units from Process Control:

1. Select Consolidation, then Data, and then Process Control.

2. Set the rows and columns.

   See Selecting Entities for Process Control.

3. Select the process unit to reject.

4. Click Manage Process and select Reject.

5. Optional: Enter a comment in Comments, or attach a document for more detail.

6. Click Reject.

Rejecting Process Units from Data Grids

To reject process units from a data grid:

1. Select the cell for the process unit to reject.

2. Right-click and select Manage Process and select Reject.

3. Optional: Enter a comment in Comments, or attach a document for more detail.

4. Optional: If you use the Tree view, select Selected Entity Only or Selected Entity and Descendants.

5. Click OK.