Assign Substitute Approver

This user-guide will assist you with assigning a substitute Approver when an Approver is unable to tend to the carts/documents assigned to them, i.e. vacation, personal leave, etc., the Approver may “Assign” a Substitute Approver. The Substitute Approver will receive all future orders until the Approver unassigns the Substitute. When there is not a secondary approver on a workflow step and/or department rule, to ensure requisitions are processed in the approver’s absence, the approver can assign a substitute approver.

Assign Substitute Approver

  1. Click on Orders > Approvals > Assign Substitute Approvers-… You can choose from different document types:

    1. Requisitions

    2. Purchase Orders

    3. Procurement Requests

Screenshot 2024-06-07 at 2.05.53 PM.png
  1. A list of your approval folders will appear. Choose either Assign Substitute to All Requisition Folders or Assign for only one folder.

Screenshot 2024-06-07 at 2.06.24 PM.png
  1. Enter desired name in the Substitute Name field shown here to locate the Approver you wish to assign as your substitute. Matches to your desired name will appear. Select the appropriate one. If desired, choose a start and end date range and click Assign.

Related Articles