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Cancel a request for information

If a request for information, or a form, is no longer needed, you can cancel the request through Maxsight. You can cancel tasks that are part of a registration flow or a request that originates from a specific task. Canceling an open external information request can help you to process assessments more efficiently if the form is no longer required or has been completed.

After the request is completed, the request status icon is updated, and the assessment flag will change to External response required.

Additionally, an audit item will be created:

  • For each request that is canceled.

  • When all the forms from the open external information request have been completed.

The external party will still have the old email request in their inbox. If some forms in the request aren't canceled, they'll see those forms when they follow the link from that email; canceled forms will not be displayed. If all forms have been canceled, when they follow the link, they'll see a message saying, "This request has expired."

External information request cancellations can be completed while reviewing the task itself or from the External communication tab.

Cancel an external information request from the External communication tab

To cancel an open external information request from the External communication tab:

  1. Navigate to the External communication tab in Entity management.

    External communication entity menu option
  2. Check the boxes of the open requests that you want to cancel.

    Alternatively, check the box next to Request form to select all the forms in the table.

    Select a link in the Task section to see more information about the form in the related task.

  3. Select the Cancel requests button.

    The Cancel requests for external information dialog appears.

  4. Enter the reason for canceling the requests and then select the Cancel requests button.

Cancel an external information request from the task

To cancel a request for a form that you've sent from a task:

  1. Go to the task associated with the form. An external information request banner is displayed.

    Banner message showing an external information request form has been sent.
  2. Select Cancel request.

Additional information