Bypassing a Step in a Workflow Request

What's my access level?

Access Level: Student Org Admin or Org Admin

This article is intended for users with Student Org Admin or Org Admin access in Suitable. If you don’t have one of these roles, some of the steps outlined below may not be available in your account.

Ineligible Roles: Member, Leader, or Manager

Keep in mind... 

Bypass keeps a request moving when a step cannot be completed as planned, so a student organization is not left waiting on a reviewer who is away. This is only available for org admins with the right permissions.

Note: The Approve, Send back, Deny request, and Edit responses buttons appear only for members of the Admin Group assigned to that step. If you are the right person to review the step, add yourself to the assigned group and review the request instead of skipping it. Learn how in Managing Admin Groups.

When to bypass a step: 

Bypass skips a step in a request. Use it sparingly, and only when:

• The assigned reviewer is unavailable, and the request cannot wait.
• The step does not apply to this request.

In every other case, review the request as usual. 

How to bypass a step: 

1. Navigate to Requests on the left sidebar and open the request.
2. Select Add comment under Comment History and explain why you are skipping the step. This leaves a record for the student and other reviewers.
3. On the Timeline, find the task you want to skip, such as an approval task with a count like 0 of 1.
4. Select the three-dot menu next to the task.

5. Select Bypass.

Important: Check the step name on the Timeline before you select Bypass. Make sure you are skipping the step you intend to skip.

Good to know 

Bypass can only appear for Org Admins even when they are not in the Admin Group assigned to the step, so an administrator can keep a request moving when the group is unavailable. 

Get more from Suitable 

Make sure every step has someone ready to review it, so you rarely need to bypass. Learn how in Managing Admin Groups.

If you have additional questions, chat with us below or send us an email at support@suitable.co.