Change the status of an object

This procedure describes how to update the status of a document object in the document cycle.

Before you begin

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.

About this task

To change the status:

Procedure

  1. Locate the documents. For example, you can perform a search.
  2. Release any locked document objects for which you want to change the status.
  3. 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.
  4. Click Change Status from the menu.
    Figure: Change Status dialog


    The statuses available depend on which cycle is applicable for the parent map, such as Authoring, and the states configured in your deployment.

  5. 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.
  6. 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.
  7. Click Change.
    Note: If your system is configured for obligatory comments, you must enter a comment.
    Figure: Cannot change status dialog

    Status change warning
    If this change impacts other documents, such as other maps that refer to a topic, a warning dialog appears.
  8. 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.