Cancelling a Pending Positions File Upload
File uploads are an integral part of the daily workflow, and there may be instances when cancelling a pending file upload becomes necessary due to network instability, file selection errors, accidental submissions, or changing requirements. This knowledge-based article will explore under which circumstances you are able to cancel a file upload, as well as step-by-step instructions.
How to Cancel a Pending File Upload
Step 1: On the main FundApps Dashboard, click on Admin on the upper right.
Step 2: Navigate to the Previous Uploads page (Uploads > Previous Uploads).
Step 3: Click on the red Cancel icon.
Step 4: Enter your company name as prompted by the security pop-up. This is put in place to prevent file uploads from being accidentally cancelled.
Once the file has been cancelled, this will change the state for that file from Pending to Cancelled.
Please note that only position files that are pending (i.e. have not started processing) can be cancelled. Files that are In Progress cannot be cancelled, and the button will not appear.
Q. Can any user type cancel a positions file?
A. Only users with Administrator privileges have the ability to view the Previous Uploads page and to cancel pending uploads.
Q. Can I cancel a portfolio file that is being uploaded?
A. Only position file uploads can be cancelled.
Q. How do I know which administrator user has cancelled a file upload?
A. This will be documented within the audit trail (Admin > Audit Trail) and will appear under the messages column with the note that the user has cancelled the file upload.