Steps to setup Approval Delegation
KB Article #:
88319
Summary:
Steps to setup Approval Delegation
Description:

How can Vision be setup so that someone else can approve the approval assignments when the approver is out of the office?
Example: An Expense Group Administrator who is selected to approve the expense report will be out on PTO for a week.

Resolution: 
  1. Before leaving on PTO, have the approver click on Options in the main menu tool bar which brings up the User Options window.  
  2. Check the box:  Delegate Approvals To and select an alternate person to do the approving during the absence.
  3. Click OK.
    Vision will notify the Delegate of any expense reports submitted after this time as well as give access to approve these expense reports. 
  4. Once the original approver returns from PTO, the box for Delegate Approvals To in User Options will need to be unchecked so that the approval notification\rights will not longer be made to the delegate. 
If the approver did not follow the above steps before leaving on PTO, the Workflow Approval Administrator can Reassign each individual record to another approver, even if the box for Allow Approvers to Reassign in Configuration > Workflow > Approval Workflows is not checked.
 
NOTE: This applies when approving the following records: Billing invoices, Accounts Payable invoices, Purchasing records (purchase requisitions, purchase orders, and request for price quotes), Inventory item requests, and employee absence requests.

 
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