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Intermediate form rejected

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Task:

Intermediate form rejected

Who is notified:

User who issued the intermediate form.

When:

The receiving of the intermediate form is rejected.

Purpose:

Make the necessary corrections to the form before sending it again for receiving.

 

How to execute this task:

 

1.

In the list of pending records, select the rejected intermediate form that must be corrected.

 

2.1_auxnmb

1_auxnmbAfter that, click on the default button on the toolbar.

 

3.

At this point, the system will display the transfer form screen.

The ID # field is filled out by the system with a sequential number and may not be edited. The Deadline field is filled out by the system with the deadline set in the record retention schedule, and it is possible to edit it. In this case, select the date until which the intermediate form must be received again.

The following tabs are also available:

Send

Responsible

Displays the name of the user who issued the transfer form.

Date

Displays the date on which the transfer form was issued.

Opinion

Fill out this field to record a comment on the correction of the transfer form.

Receiving

The fields in this section have been filled out during the receiving and rejection of the form and will be available for viewing only.

 

This tab displays the data of the documents related to the transfer form: category, ID # and title. Click on the delete button to delete the document that should not compose the transfer form. Select the desired record before clicking on the button.

 

4.

Save the record after filling out the fields. At this point, the system will question if you wish to preview the report. Choose the desired option:

▪OK: The form will be available for receiving and a report on this transfer form will be displayed, allowing for it to be printed.

▪Cancel: The Intermediate form receiving task will be generated again for those who are responsible for it, and the label report will not be displayed.