Objective:

• Delete an Approval Workflow

Environment:

• PolicyStat

Procedure:

Closed captions | Text transcript

1. Under the Admin tab, locate Approval Workflows under the Site Data column.
   
2. Locate and click the Delete button at the end of the Workflow to be deleted.
   
3. If the Workflow is already attached to policies, a replacement Workflow will need to be selected from the drop-down list.
4. Once a replacement is selected, click the Replace this Approval Workflow button.
   
   NOTE:  For documents that are retired, archived (old) and deleted, the history will not be affected or changed by selecting a replacement workflow.  The replacement workflow would be used in the event that a new version of a retired document is created for instance.
   

What if I can't delete this workflow after reassigning all policies?

 If no policies are associated with the workflow, you still may see Replace this approval workflow on the page without the dropdown menu:

1. 1. 1. This indicates that the workflow is assigned as the Default Approval Workflow to a specific policy Area/Department. 
      2. Click Edit, then select the None option for the Default Approval Workflow:
      3. Click Save Changes.
      4. To delete the workflow, repeat steps outlined above under Procedure.