Forms Tracking Utility (FTU) - Cancelled Forms and Slips

Summary

This article covers how to handle cancelled forms and slips in FTU.

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Can I cancel (withdraw) a form and its associated routing slip if the slip is currently being routed for approval?

Yes, forms are routinely cancelled if they are no longer needed, or if the form has "material" (substantial) changes which necessitate creating a new form and routing slip, which restarts the approval process from the beginning. Most form applications have a Cancel function, allowing the form initiator to cancel the form. The form application determines if and at what point a form can be cancelled.

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Can I cancel a form and its associated routing slip once the approval route has been completed?

No. A routing slip can only be cancelled while it is actively being routed for approval.

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Should I cancel the form in the form application or in the FTU Dashboard?

Generally, only the form initiator and form-owning unit administrators can cancel a form, and this is done in the form application. The FTU Dashboard does not have a mechanism for cancelling a slip.

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How can I tell if the form has been cancelled?

Routing slip status is "Cancelled" and this is normally also reflected in the form application.

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If my form is cancelled and I resubmit the form, does my form receive a new form identifier and Routing Slip ID?

A new Routing Slip ID is assigned when a form is cancelled and then resubmitted, usually as a result of editing a form. The form application determines when to assign a new form identifier.

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Details

Details

Article ID: 1347
Created
Fri 4/21/23 4:00 PM
Modified
Wed 7/12/23 3:53 PM

Related Services / Offerings

Related Services / Offerings (1)

FTU allows multiple campus units to develop electronically routed and tracked, multi-signature web forms through a consistent design interface.