I'm going on holiday. How can I set up Out of Office and substitute my approvals?
Please note:
- It is not possible to loop Substitutes
- Substitutes cannot set a Substitute for themselves
- Reviewer rules are also inherited
This is how you set up Out of Office:
In the top right-hand corner, click on your Avatar and select Out of Office:
A pop-up will open and allow you to select a Substitute for each of the Organisations you are involved in and let you set a start and end date for the substitution period:
Set a Substitute and period of substitution, then click on SAVE to apply your changes.
Specifying a substitution period is optional; if set, it includes both the start and end date.Once a Substitute has been specified, the original Approver won't be notified about pending approvals. If the Substitute is removed before he/she has authorised all Bills waiting for approval, the original Approver will receive a notification about all the requests still pending approval.
Please note: the Substitute won't see requests approved by the original Approver.
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