"Workflow Manager" provides Administrators or users having following privileges to clear incomplete action of other users on forms.
Privilege |
Action that can be performed |
Can Clear Actions - Organisation |
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 on forms:
1. Select required Form Type from the Document Forms dropdown.
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 for the selected form type of the 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.
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 for the Form Type.
A
will be displayed against the action in Action time column in the forms listing
instead of 
against the action which is
delegated.
Note:
1) Action on
a particular Form type revision can also be cleared by clicking on the
icon available at the Forms Audit trail 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.
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