Batch Complete Action 'For Status Change'

1. Login to Asite and select a folder name in "Workspace"

 

2. Select each document that you wish to complete action for status change (select box

    next to file name).

 

 In case  the 'Update Status' activity is locked for any of the selected file(s), they will be filtered out automatically.

 

 

 

3. Click on the  icon to add these items to your basket

  Continue selecting Doc Ref/s from other folders if required

4. Click on the icon to view contents of basket

5. Select Action - Change Status

 

6. Select new status from drop down menu, enter Reason for Status change notes.

 check Mark all my outstanding actions complete on these documents? to mark all  outstanding actions on this document revision complete (except Comment Incorp)

Select Update Linked Documents option to update the attributes of all the links of the document

7. Click on Change Status

 All selected documents will appear with the new status

 Audit History will track that the action was completed.

 Attributes for all the links of the documents will be updated in accordance with the parent document if Update Linked Documents option is selected

 

 

FAQs

Q I am seeing the Update Linked Documents option  disabled while editing Document Status from Documents Basket

A The selected documents may not have been linked to other locations within the Workspace or may have been linked to a different Workspace

 

Q: I cannot access Actions drop down in the Basket

A: Only the users with “Can Access Audit Information” Workspace privilege will be able to access  Actions drop down in the Basket.

 

Useful Links:
Complete Action - "For Status Change "