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Team & approvals

Review Bypass Requests

Approve or deny technician requests to skip wizard requirements.

5 stepsAbout 4 minutesVerified 2026-07-22

Before you start

  • Sign in to the Hub with access to this workspace.

You will finish with

  • You can explain what Review Bypass Requests is for and choose the correct next action.

Safety and data checks

  • A bypass weakens a workflow control; never approve merely to make a job appear complete.
Step-by-step procedure

Complete the task

  1. 1
    Navigate

    Open Review Bypass Requests

    Use the Hub navigation to open Review Bypass Requests. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.

    Expected result

    Review Bypass Requests is open and its page heading is visible.

  2. 2
    Review

    Understand what belongs here

    Bypass Requests allows controlled exceptions when a technician cannot complete a non-critical wizard requirement. Use this distinction to avoid creating the same work in a neighbouring workspace.

  3. 3
    Verify

    Read the current state first

    Read the work order, step, requirement, technician reason, evidence, customer impact, and prior bypass history. Read the customer, owner, date, and status before opening or changing a record.

  4. 4
    Review

    Choose the correct action

    Approve only with an adequate reason and safe alternative, or deny with specific instructions for completion. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.

  5. 5
    Verify

    Confirm the safe stopping point

    A bypass weakens a workflow control; never approve merely to make a job appear complete. This orientation ends before any irreversible or customer-facing submission.

    A bypass weakens a workflow control; never approve merely to make a job appear complete.
    Expected result

    You know what must be verified before the final action.

If something does not look right

The page or action is not visible.

Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.