Super User

Overview

Super user actions let you move a document past workflow nodes where it may be held up because another user is unavailable to take action on it. Super user action can be taken via the Super User Action tab on the document. Access to the Super User Action tab is granted via the Super User Approve Document permissions. 

When a person has permission to take super user action on a document, the Super User Action Tab will display and action can be taken to move the document to the next route node, or to fully approve it. 

Approvers who are bypassed will not be notified that super user action has been taken.

Super User Complete

Saved documents can be super user completed, if the person who originally initiated a document is unavailable to submit it. To super user complete:

1. Check the complete box.
2. Enter a reason in the annotation box.
3. Click take Selected Actions.

Super User Approve/Disapprove

Once a document has been completed or submitted into routing. Users with Super User permissions will be able to take actions on behalf of users in the route log; disapprove a document or approve the document to final. 

Taking action on behalf of a specific approver: 

1. Select each user that you will be taking action on behalf of
2. Enter a reason in the Annotation box.
3. Click Take Selected Actions

Approving or disapproving a document

1. Enter a reason in the Annotation box.
2. Click Approve Document or Disapprove Document

Super User Route Log

Once a document has had super user action take on it, the annotation is added to the route log. Clicking the Show button next to the Super User action displays all the actors the super user acted on behalf of. 

Super User Cancel

Refer to Canceling documents on others behalf aka Super User Cancel.