Recall workflow items

Occasionally, a route or workflow is initiated in error or with the wrong content. In these scenarios, workflow items can be recalled at any point within the workflow process by the originator, workflow manager, or system administrator. This topic describes performing operations as an administrator within PSIsafe Management.

When you log in to PSIsafe Management, using the administrator account grants all privileges, whereas logging in as a PSIsafe Desktop user only grants visibility of workflow items to users designated in the Workflow: Manage area of a user account. For more information on workflow permissions associated with user accounts, see Set up account permissions and settings..

Additional notes:

Recall can be performed by the originator in PSIsafe Desktop client.
Recall can be performed by the originator, manager, and administrator in PSIsafe Management.
Recall requires a remark.
Multi-selection is allowed.
Distributed item is not allowed for recall.
Items that have the Complete status are not valid for recall.
All recall items are audited.

To perform a recall as a user in the PSIsafe Desktop client, see the Workflow topic in the PSIsafe Desktop User Help.

To recall content currently in Workflow through PSIsafe Management:

Go to Workflow > Management > Advanced.
Click Pick user.

Make sure that you have permissions to access that user's workflow area, as noted above. The administrator account has access to all users.
Select the preferred user from the list.
Use the Ctrl or Shift key to select multiple items. You can use the search field if the list is too long.
Right-click the selected items and click Recall.
To complete the recall process, you need to enter a reason for the recall. All recall actions are traced and can be viewed via the Trace Document function.