Cancel a released document

You cancel an obsolete document when it's no longer relevant to your product or procedure, and you want to ensure no one uses it in the future.

Cancel a released document by adding it to an executing change form's Affected list, and then approve and release the change form.

If the document iteration is pending, then you can't cancel it; instead, remove the pending document iteration.

A canceled document cannot be used on any pending or released parent item. Before canceling the document, examine its Appears On: References list. If it's a child item on any pending or released parent item, then remove it from the parent. If the parent item is released, then the parent must be revised to remove the document, and the parent revision must be released with (or before) the child document's canceling change form.

You don't need to change the iteration's lifecycle when you cancel it. Keeping the current lifecycle indicates its technical status when it was canceled, and simplifies re-releasing later if it's needed for servicing or a new application.

No reference child items are affected by canceling the parent document.

Canceling a released document iteration is very similar to releasing it.

  1. Start a new executing change form, such as a Change Notice. Or, use an existing change form that's at Originated state.

  2. Drag the released document that you want to cancel from the Item Explorer's Search or Recent lists to the change form's Affected list. The released iteration is shown with Cancel icon (change cancels iteration).

  3. Process the change form for review, approval, and release. See the Processing a change help topic.

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Help Guide Contents [as PDF]