How to cancel a digital review and approval process

Company users can cancel the review and approval process for a RAMs document. This can be done from the signatures and history page for a document. 

NOTE: Company users must have the correct permissions set on their profile by the company admin to cancel a review.

To do this, first locate the document from within the Risk Assessment and Method Statement module. Then select the action button at the top right of the card. This will load a drop-down menu. Select the "Signatures & History" action. 

At the top right there is an "Options" button. This displays a small menu, with an option to "Cancel review & approval". To cancel the review, select this option. A pop up window will appear. 

The pop up window will ask the for a reason as to why the document review and approval process is being cancelled. To continue, enter a reason and select the "continue" option. 

Next, the user will be asked to confirm the cancellation. To continue, select "Yes, cancel". 

A final confirmation window then appears. To continue, enter the words "cancel review" and then select the "Confirm & cancel" button. 

The review and approval process will now be cancelled. Any persons who have already reviewed the document will be made aware of this. 

NOTE: Any invitation links sent for the document will become invalid.

A new line entry will be present within the signature and history for the document. This will show who cancelled the review and who the document is now locked to. 

Example: