This procedure describes how to update the status of a document object
in the document cycle.
Prerequisites:
This function is available from all views.
- The document object must have a status other than
published
or
its equivalent in your configuration.
- The document object must be unlocked.
-
Locate the documents. For example, you can perform a search.
-
Release any locked document objects for which you want to
change the status.
-
Select and right-click the documents.
Note: If you are selecting
more than one document, they must all have the same status, check the
Status column.
-
Click Change Status from
the menu.
The statuses available depend on which cycle is applicable for the parent
map, such as Authoring, and the states configured in your
deployment.
-
Choose one of the following actions:
- Beside New Status, select a status from the dropdown
list.
- Click a status in the flow chart.
Note: If you cleared the
Substantial Change option when releasing the document object,
certain states may not be available.
- Optional:
To enter a comment, choose one of the following actions:
- Under Comment, enter a comment.
- Select a comment from the Choose a previously entered
comment area.
- Select one or more comments in the Preset
comments area.
Note: If preset comments
have not been configured, the Preset comments area will be
blank.
The comment that you enter will appear under
Last User
Comment in everyone's
Todo lists, as well as in the other places
that file properties display.
-
Click Change.
Note: If your system is configured for
obligatory comments, you must enter a comment.
If this change impacts other documents, such as other maps that refer to
a topic, a warning dialog appears.
-
Click OK to continue
with the change.
Note: If you have demoted a document to the beginning of
its cycle, you are automatically assigned that document.
The status is updated and displayed in the various views.