Resetting stage to admin when all docs are approved

Posted 3 months ago by SkySlope Support

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SkySlope Support Admin

Created By Bonita Fontenot

Requester

Can the stage be automatically defaulted back to admin once all docs are approved or rejected by manager? Admins are missing new documents because the manager is forgetting to change it back to admin once they approve documents.

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3 Comments

SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Bonita,

Thanks for clarifying. We will monitor this one for more yes/up-votes!

-Buck

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SkySlope Support posted 3 months ago Admin

Created By Bonita Fontenot

Requester

Adding another stage filter would not fix the problem. It would be better if the system would automatically default back to admin after all documents are approved or rejected. Managers are forgetting to manually switch the stage back to admin after they review documents. This causes documents to by pass the admin.

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SkySlope Support posted 3 months ago Admin

Created By Prod Squad

Agent

Hi Bonita,

Thank you for taking the time to make a suggestion! You have ability to manage stages and it sounds like you could add a stage for this. Link to info below. Let me know if this doesn't help.

https://support.skyslope.com/hc/en-us/articles/115000529692

-Buck, VP of Product

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