User Tools

Site Tools


Sidebar

Table of Contents

general:add_alternate_approvers

(If necessary) Add alternate approvers

District Administration > Workflow > Alternate Approver

If an approver is unavailable to perform approval duties, you can set up an alternate approver for a specified length of time. Alternate approvers must have an employee number in Security Administration.

District Administration Workflow Alternate Approvers

Workflow TypeClick Drop-down Arrow to select the Purchasing Requisition workflow.

A list of all available approvers is displayed.

Use AlternateSelect to create an alternative for the approver.

If selected, and no date range is entered in the From Date and To Date fields, the alternate approver becomes the approver.

If selected, and no date range is entered in the From Date and To Date fields, all pending requests are updated with the alternate approver for the selected original approver.

If selected, and a date range is entered in the From Date and To Date fields, all pending requests are updated with the alternate approver for the selected original approver if today’s date falls on or between the from and to dates.

If selected, and a date range is entered in the From Date and To Date fields, and today’s date is outside of the from and to date range, no updates occur for the selected original approver.

If not selected, and/or a date range is entered in the From Date and To Date fields, no updates occur for the selected original approver.

If selected, and then cleared, the alternate approver for all pending requests reverts to the original approver and an email message is sent to the original approver. This includes updating the workflow datetimestamp to today’s date to reset the reminder days for the original approver.
Alternate Emp Nbr

Type an employee number or click Ellipsis Icon to select one from the Approver Directory.

From DateSelect a date from the calendar on which the selected employee will begin serving as the alternate approver.
To DateSelect a date from the calendar on which the selected employee will end serving as the alternate approver.

❏ Click Save.

general/add_alternate_approvers.txt · Last modified: 2022/06/17 16:45 by emoreno