Reset Document

To unpublish a document that has been approved to a final version, the administrator must manually start the eTMF Demote workflow. When the workflow is initiated, the following will occur:

  • The document’s Lifecycle Status is set to “Draft”.
  • The Workflow Status is set to “Demoted Lifecycle”.
  • The document’s version is set to the next minor version to its pre-approved version. For example, if the document was at 0.3 when it was finalized, it will be set to 0.4 when it is reset.
  • The major version entry in the Version History will be removed and the new version will be set to the “Unfinalized document version”.