How to Remove a User Group from the Document Approval Workflow
There may be certain situations where you may need to remove a User Group from the Document Approval Workflow.
Below are the steps that must be carried out in order to remove a User Group from a Document Approval Workflow. Expand each step below for further explanation.
To remove a User Group from the Document Approval Workflow in Safefood 360°, navigate to the Documents in Master Data using the 'Master Data>Documents' buttons and locate the individual Document using the folders or the 'Search' field.
Note: Remember, you cannot search for a Document by its Identifier Number, unless the Identifier Number has been added to the Document Name during set-up.
Image: Navigating to Documents via 'Master Data>Documents'
Image: Expanding Document Folders by Clicking the Dropdown Arrows
Image: Searching a Key Word in the 'Search' Field
Once you have located the Document that requires an editing, you can access the Individual Document by:
1. Clicking on the name of the Document to open the Document in the same Browser Window.
2. Clicking on the 'Open' Icon to open the Document in a new Browser Window.
Image: Two Options of Accessing the Individual Document Page
Within the Document overview page, click the 'Actions>Edit Properties' button to access the Document Details page to edit the Document.
Image: Document Overview Page with 'Actions>Edit Properties' Buttons
Using the 'X' button, remove the User Group from the Document Approval Workflow. A confirmation pop up will appear to confirm the removal of the User Group.
Image: Removing the Group from the Approval Workflow
Image: Conformation Pop Up
After completing the changes to the Documents, scroll to the bottom of the Documents page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Document page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Document Overview page.
If you do not wish to make edits, click the 'Cancel' button at the bottom of the page to be brought out of the Document Overview page.
Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Document Overview Page after Edits Saved
