Skip to Stage FAQ

You will need the Assessment Skip Review Stages permission. This permission has been granted to the following system roles:

• Assessments Manager

• Compliance Manager

• Data Access and Usage Manager

• Data Governance Manager

• Data Mapping Automation Manager

• Disclosures Administrator

• ERM Manager

• ESG Manager

• Exchange Manager

• IT Risk Manager

• Incidents Manager

• Managed Service Provider

• Maturity & Planning Manager

• Program Benchmarking Manager

• Site Admin

• Vendor Manager

This permission will be seeded to custom roles for which the Assessment Approve permission is enabled.

This is not allowed. Users are prompted with a modal indicating the assessment needs to be submitted before skipping review stages or moving to Completed.

Yes, you can skip to previous or future stages. You will be prompted to reset reviews of all stages or reset only the selected stage reviews.

The review stage from which you started remains incomplete unless it is completed through the Finish review process.

When you select a later stage directly from the workflow chevron, the assessment can bypass intermediate review stages. In this situation, the approval action might be recorded in the Activity Log and the workflow can progress, but the blue approval checkmark might not display for the stage completed through direct chevron navigation.

To complete review stages sequentially and display the blue approval checkmark, use the Finish review button instead of selecting a later stage from the workflow chevron.

For example, if you are on Stage A and select Stage D from the workflow chevron, Stages B and C are bypassed. No review result is applied to Stage A unless an approver completes it through Finish review. Approvers for the affected stages are notified of the stage change.

Yes. You will be prompted to select a result for the assessment and add comments.

Approvers of the applicable review stages and respondents will be notified about the completion of the assessment.

Yes. If you reopen an assessment and move it to a review stage, you will be prompted to Reset all reviews or Reset only selected stage reviews.

If you reopen an assessment and move it to In progress, you will be prompted to Edit all responses and Reset all reviews.

There are a couple of possible causes:

• The selected workflow is different. The Skip to Stage rule only functions within the same workflow. It cannot move an assessment to a different workflow.

• The selected stage change would bypass the assessment submission or approval process. Currently, it is not possible to automatically submit or approve an assessment using the Skip to Stage rule.

• The rule executes when the assessment is submitted. It does not execute when a user submits an individual response while actively completing or reviewing the assessment.

• The rule is intended for custom workflows that include multiple review stages within the same workflow. When the rule conditions are met on submission, the assessment can move forward to a later applicable review stage in that workflow.