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Take a Managed Document, Process or Value Stream Offline

Take a published item offline for a period of time. This allows for changes to be made and removes access to old information.

James Ross avatar
Written by James Ross
Updated over a year ago

As a stakeholder you can take managed documents, processes and value streams offline. Users will not be able to access the items when they are offline, but they can request to be informed as soon as they are reinstated. Administrators still have access to all offline items.

Quick Steps

  1. Open the item you want to take offline

  2. Click on the actions icon

  3. Select Take this item offline

  4. Select a date and time for the item to be reinstated

  5. Click Take Offline

  6. All stakeholders will receive a task with a due date so that they are reminded to reinstate the item

Request to be notified when an offline item is reinstated

As a user, you cannot access offline items unless you are a stakeholder.

  1. Click on the offline item from the summary screen

  2. Select Notify me when this item is reinstated

  3. You will receive a notification when the item is reinstated

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