This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Canceling a released document
You cancel a document revision when it's no longer relevant to your product or process, and you want to ensure no one uses it inappropriately.
Adding a particular released revision of a document to an implementing action's Affected tab will automatically cancel that document revision when the change form is released. Since cancellation won't change the document's structure, the document's Markup tab remains locked; no structure or source items are changed by canceling the parent document.
Canceling a released document revision is very similar to releasing it.
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Create an implementing change form, such as an ECN.
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Drag the document that you want to cancel from the Item Explorer's Search tab or Previous tab to the new change form's Affected tab. The released document revision will automatically be flagged as requiring formal cancellation.
If a document has never been released, you don't have to cancel it - simply delete it. Open the document, make sure it is the front-most window in the item workspace, and select the menu command . If you drag an unreleased document onto a change form's Affected tab, it will always be released - never canceled or deleted - upon the change's approval.
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Submit the change form to an analyst for review, approval routing, and release (for the complete workflow, see "How to process a change form").
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
