Knowledge Base ApprovalMax Daily work with ApprovalMax How approvers work

            How can I change Approvers for a particular request on the fly?

            There is an option to edit the Approvers for particular requests without having to modify the whole approval workflow every time. Administrators, Approvers, and Requesters of an Organisation have different privileges in terms of changing Approvers: 

            1. ApprovalMax provides Administrators with the option of adjusting Approvers for a running request in order to handle exceptional, non-standard situations. An Organisation's Administrator can:
            • Add any Approver
            • Remove any Approver

            2. Approvers can add other Approvers from their Organisation, remove the ones they have previously added, and reassign the request to another Approver.
            However, Approvers cannot remove Approvers that were added by approval workflow rules or by someone else (these are marked with a “Locked” icon).

            3. Requesters can add other Approvers from their Organisation to any step, and remove the ones they have previously added.


            This is how you change an Approver (add or remove):

            Click on the “Change Approvers” button, which is located under the approval step, next to the last Approver.



            This button is not available:
            • In closed approval requests
            • In steps that already have been approved or rejected

            Add or remove the Approver and click on "Done".



            This is how you reassign a request to another Approver:

            Click on the "Reassign" button.


            Select an Approver and click on "Done".


            Updated: 22 Feb 2019 01:06 AM
            Helpful?  
            Help us to make this article better
            0 0