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Revert dataset to records draft

In this guide

Overview
Revert a dataset to record draft

Overview

Revert datasets to their draft state at any stage in the review and approval process to make corrections or updates. This allows you to address feedback, add missing information, or fix errors identified during review.

How it works: The table below shows which states allow reverting to draft.

Record stateCan revert to draft?Notes
DraftN/AAlready in draft state
CompletedYesCan revert directly
ValidatedYesCan revert directly
ApprovedYesCan revert directly
Internal OnlyNoMust first move to Approved state, then revert
PublishedNoCannot revert

The following diagram illustrates which stages allow reverting to draft:

To understand the full dataset record lifecycle, see the dataset record lifecycle.

Revert a dataset to record draft

To revert a dataset to record draft, you must be a Catalogue Manager or have the permission to return dataset to records draft. Check your permissions.

  1. Search for the dataset record you want to revert, or manually locate them in the datasets panel.

  2. Select View on the dataset record you want to revert.

    Screenshot of the draft tab
  3. Select Revert to Draft. The comment box appears.

  4. (Optional) Enter a comment explaining why you are reverting the dataset to draft state.

  5. Select Revert to Draft to confirm. After the dataset record is reverted, it appears on the Draft tab, and is ready for further edits.

    A screenshot of the revert to draft button