Deactivating Roles in a Current Document

The following rules apply when deactivating document roles:

• Only ad hoc roles can be deactivated from the Document record.
• Only roles that have an Active status can be deactivated.
• Once roles have been deactivated, they are removed from the Document record.

 

1. In the document tree on the left side of the Document record, click the Certification Information link.
2. Check all Active roles to be deactivated.
3. Click Action > Deactivate.
4. Enter a deactivation comment.
5. Specify whether or not you want the requirements to be kept in any of the Actor or Person records.
6. If requirements will not be kept in Person records, select one of the following options:
7. Deactivate - Role requirements are removed from any Persons who have this role.
8. Suspend - Role requirements are suspended in the Person record. A decision can be made later whether to keep or deactivate these requirements.
9. Keep- Requirements are no longer associated with the old role and, but are kept in the Person record.
7. Enter your password.
8. Click the Save button.

See Also

Adding a Document Checklist

Editing Document Certification Information

Adding Document Roles

Deleting Document Roles

Activating Document Roles

Deactivating Roles in an Inworks Document

Document End User Steps