Assistant - Reassign Approval Request to a Delegate

Geeta Nagpal
Geeta Nagpal

Assistants, if listed as part of approval step, will receive an email stating that their Approver has been assigned a task to approve a document. If the  Assistant is aware that their Approver is unable to approve the document, they may reassign the task to a Delegate, if one is listed, by clicking on the link that says View Approval Request in the email notification.

NOTE: If no Delegate is listed, Admin Assistants will have to contact an Administrator to approve the document on their Approver's behalf.

 

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Delegates that in appear in the approval request will need to be pre-populated in the approval group before they can be assigned.  From the fly-out, place a checkmark next to the Delegate's name to reassign the task to them. Click Assign to complete the process.

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The assigned Delegate will receive an email stating that they have been assigned a task to Approve the document.

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