Incomplete Actions on Documents can be cleared by users with the appropriate privileges. This will maintain a full Audit Trail of the action received and then being cleared.
Privilege |
Action that can be performed |
Can Clear Actions - Organization |
Can Clear Actions for all the users (except own) of the his/her organisation only |
Can Clear Actions - Workspace |
Can Clear Actions for all the users (except own) across all organisation of the Workspace |
Can Clear Actions - Own |
Can Clear Own Actions only |
The following lists the steps to clear incomplete actions of other users on documents
1. Select required Folder Name from the Document listing page.
2. Select Distribution Report from the search filter as below:
3. Click on Advanced Search
4. Select Action Status as Incomplete
5. Select the name of the user for which the actions are to be cleared from the Recipient dropdown
6. Click on Search
All
the incomplete actions of the selected user will be displayed.
7. Select the Actions that are to be cleared by marking the checkbox as ON or mark the Select All checkbox as ON if all the actions are to be cleared.
NOTE: Action on Individual Documents can also be cleared from the Document Distribution Page (Audit Trail)
8. Click on 
icon.
All
the incomplete actions of the user which are selected will be displayed
as per the privileges the logged in user is having.
9. Click on the Continue button.
The actions will be cleared and will no
longer be displayed as Incomplete in the Workspace Home Page.
A 
will
be displayed against the action in Action
time column in the document listing instead of 
against the action which is cleared.
Audit History will track that the action was cleared
Useful Hints:
1)
Action on a particular document revision can also be cleared by clicking
on the icon available at the Distribution
History Page.
2) Actions of multiple users can also be cleared together, by searching for their incomplete actions accordingly.
FAQ's:
Q: I cannot clear incomplete actions of user from other organisations though I have Can Clear Actions – Organisation privilege assigned.
A: You need Can Clear Actions – Workspace to clear incomplete actions of users from other organisations active on the Workspace. Existing privilege assigned will permit you to clear incomplete actions of users from logged in organisation only.
Q: I cannot clear my own incomplete actions though I have Can Clear Actions – Organisation AND / OR Can Clear Actions – Workspace privileges assigned.
A: You need Can Clear Actions – Own to clear own incomplete actions.
Useful Links: