Remove approvers - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-paths/Use-approvers/Remove-approvers - 2024-04-02 - To remove approvers in a simple or advanced policy, complete the following steps.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

To remove approvers in a simple or advanced policy, complete the following steps.

  1. In Retention Policy Designer, for advanced policies, perform the following substeps. Simple policies do not have multiple phases, so if you are using a simple policy, skip this step.
    1. If your policy contains multiple phases, in the Phases column, select the phase that contains the path from which you want to remove approvers.
    2. In the Paths column, select the path from which you want to remove approvers.
    Note: The Paths column displays only when more than one path is defined.
  2. Under Details, on the Approvers tab, under the level from which you want to remove approvers, select the users or group you want, and then click Remove. If you remove approvers for an existing policy, Retention Policy Designer removes the approval task for that user.
    Note: To remove multiple users, select the first user, hold down Ctrl, and then click the remaining users. If you want to remove all users from a level, select the level, such as Level 1, and then click Remove.
  3. Click File > Save.