Approver Settings FAQs

This Grab & Go covers when to use the various approval settings available to financial approvers. 

Alternate Approver

Essentially  acts a “clone” of the original approver

• • • Receives the same email notifications and can perform the same actions as the original
    • “Inherits” the same attributes as the original, including approval levels and next approver
    • Requisition and approval status show up in both user’s approval queues

When to Use:

• • • A long-term “back-up” or “second contact” for approvals
    • Coverage for unplanned availability
    • Minimizes maintenance activity

Need to Know Info:

• • • Creates a scenario where both users can attempt the same action 
    • Requisitions show up in both users’ queues
    • Changes affect only newly created documents, not previously existing ones
    • Settings are performed and visible only within the approver’s profile

Out of Office

A temporary process that forwards emails/actions to another user

• • • Retains same roles/privileges as initially set for a limited time period
    • Easy to set and control;  automatically expires

When to Use:

• • • Short term need

Need to Know Info:

• • • Changes affect only newly created documents, not previously existing ones
    • The settings are performed and visible only within your own profile
    • Automatically expire and reset upon date completion
    • Alternate and OOO together are not compatible

Next Steps

• • • Review your current approver levels/flow
      • Next approver, fallback approver, auto-forward timeframe
    • Inform your Alternate or OOO approver of your settings