Invalidating an Equipment Service Request

If you consider that the details provided in the Equipment Service Request (ESR) are insufficient or invalid, you can invalidate the ESR. After you invalidate an ESR, you cannot validate it.

Important: This app uses electronic signatures to provide an audit trail for certain approvals, as is often required in highly-regulated industries. You cannot delete or modify the personal data contained in the electronic signatures. You should carefully review your use cases associated with electronic signatures to ensure that the specific business requirements associated with them are being met, while still adhering to good personal data management practices.

Before you begin:
  • The ESR must be in Create or In Process state.
  • You must be the owner, a quality manager, or complaint investigator. If you are a complaint investigator, you can invalidate the ESR only when it is in In Process state.
  • The ESR investigation must be in In Process state.
  • All related tasks must be either completed or rejected.
  • All related routes must be completed.
  • You must be on the Equipment Service Requests List page or the Equipment Service Request Power View page.

The ESIGN (one-step validation) is enabled and the 'This approval requires an electronic signature' page is appeared if,

  • The context object has the route and the value is specified to true for the Requires ESign attribute of the context route object.
  • The context object does not have the route,
    • The global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.
    • The global E-Signature value is configured as ‘Not required for approval tasks’, the 'This approval requires an electronic signature' page is not appeared.

The 3DEXPERIENCE Platform - Access Control page is appeared if,

  • All the selected objects have the route and the value is specified to true for the Requires ESign attribute of the context route.
  • All the selected business objects do not have route and global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.
  • Some of selected objects have route and some do not have the route, the 3DEXPERIENCE Platform - Access Control page is appeared.
    • If the value is specified to true for the ‘Requires ESign’ attribute for any route object.
    • If the value is specified false to the ‘Requires ESIGN’ attribute for all the route objects. Also the global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.

See Also
Closing an Equipment Service Request
Transferring an Equipment Service Request
  1. From the Equipment Service Request Power View page, in the Properties tab toolbar, select Actions > Invalidate.

    You can also select the required ESR from the Equipment Service Requests List page and select Actions > Invalidate

    The Invalidate page appears.
  2. Type the reason for invalidating the ESR in the Comment box.
  3. Click Done.
    The "This approval requires an electronic signature page" appears.
  4. Enter your user name and password in the User Name and Password dialog boxes respectively in the 3DEXPERIENCE section. Also select the check box that confirms that your electronic signature is the equivalent to your hand written signature.
  5. Click Validate.
    The 3DEXPERIENCE Platform - Access Control page appears.
  6. Enter the code that is received on the configured device.
  7. Click Validate.
    The ESR is invalidated and its state is set to Invalid.