Skip a workflow step

Overview

What is skipping a step?

If an admin needs to move a proposal forward then they can skip the step it is currently on and that will move it forward.

Who can skip a step?

System admins can skip a step for any proposal in the system.

Can I leave a comment when I skip a step?

Yes. Comments are required when skipping a proposal step. Comments are not editable and are visible to all users viewing the proposal, including your name and a date and time stamp when the comment was made.

Skip a Step

How do I access a proposal in order to skip a step?

There are a few ways to access proposals awaiting your approval.

To access a proposal from the user dashboard:

• Click My Dashboard in the navigation panel.
• In the "My Action List" section on the right, click the title of the proposal to approve or click View All to view your entire action list.

To access a proposal from your action list:

• From any screen in Curriculum Management, click Action List in the application header.
• Use search or sorting to find the proposal in order to skip a step.
• Click anywhere inline with the proposal in order to skip a step.

To access a proposal from an approval request notification:

• From the approval request notification, click the View Course button.

How do I skip a step?

• Click Skip in the right panel.
• Enter text into the Comment field (required)
• Click the Skip button.