Documents become obsolete due to updates in regulations, processes, or technology, or if it has been superseded by a newer version. Retirement is also necessary when the document is no longer needed for regulatory compliance or has reached the end of its lifecycle as per organizational policies. Additionally, documents that are redundant or duplicated elsewhere may be retired to streamline documentation. Proper archiving for historical reference can be ensured in the application.
Retiring a Document
On the document viewer/management window, click Review/Retire:
You must add a comment to the document first, then click Item is Obsolete:
After the document goes through the retirement workflow that is configured at the document category level, the item will be in the retired status:
All retired documents, that were not permanently deleted, can be accessed on the documents archive table. To access this table, go to the documents module and select Documents: Archive Table from the dropdown:
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