PSIsafe User Guide: Workflow: Recall Workflow Item

Overview

Sometimes a Route or Workflow is initiated in error or with the wrong content. In these scenarios, Workflow items can be recalled at any point within the Workflow process by the originator, Workflow manager, or System Administrator.

Major Recall Features include:

• Recall can be performed by the Originator (Original Router/Sender) in PSIsafe Client
• Recall can be performed by Originator, Manager and Administrator in PSIsafe Management
• Recall requires a remark
• Multi-select allowed (Control + Left Click)
• Distributed item not allowed for recall
• Content with the status ‘Complete’ cannot be recalled.
• All Recall items are Audited

Using PSIsafe Client to Perform a Recall:

The Originator can recall a Workflow item using the Client.

In the PSIsafe Client Open the following:

Workflow > Tools > Show Items You Have Touched

Select Workflow Item(s) you wish to Recall from the left-hand pane, then, Right-Click and click "Recall":

The user will be asked – ‘do you wish to recall the selected Workflow item(s)?’

If yes is selected, the user is required to enter a Remark.

This completes the Recall Process. To perform a Recall in PSIsafe Management see:

PSIsafe Administrator Guide: Workflow: Recall Workflow Item

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