ProjectDox - Withdrawing Applications

Tags ProjectDox

Overview

Periodically, applicants will request a project to be withdrawn for various reasons. Before withdrawing an application, verify all fees (when applicable) have been paid in full.

Definitions

 

Instructions

A. Launch the desired project

B. Delete the files

  1. Select the Files tab
  2. Choose a folder that contains files
  3. Select the All button
  4. Click the Delete button
    1. Repeat as necessary, removing files from all folders

C. Edit the workflow instance

  1. Select the Info tab
  2. Select the ProjectFlow Tab
  3. Click on the Edit Workflow Instance icon
  4. Select Terminate
  5. Enter Reason (example provided below)
  6. Terminate
  7. Save

D. Upload the Email request under Files > Internal Case Files

E. Update the Status

  1. Select the Info tab
  2. Select the Project Edit Tab
  3. Select Withdrawn from the Status dropdown
  4. Save

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