Mark a document as invalid

As an intake processor, once you have checked a document in a record, you can mark it as invalid. Based on the contents of the document, you can select a reason for marking it as invalid.

Table 7-2 Reasons for invalidating a document

Reason	Description
No Company Product	The document makes no reference to a relevant pharmaceutical product.
Non-AE Document	The document falls outside the scope of AE documentation.
Other	Type your own reason for marking the document as invalid.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.
2. Select the record you would like to validate by clicking on its ID. Alternatively, you can check the box of the record you would like to work on, select Expand Details, then Start Work.

   Note:

   If you are trying to work on a record which is not assigned to you, you will be prompted to continue with or without assigning that record to you.
3. In the panel on the left, switch between AE documents as required.
4. At the top of the document viewer, select Mark as Invalid.
5. Select the reason for marking the document as invalid.
   If you have selected Other, type the reason for your choice and select Mark as Invalid.

   Note:

   to undo marking a document as invalid, simply return to the Intake Worklist using Go Back to Worklist above the list of AE documents.