3.9 Approval Reassignment

Approval Reassignment provides a ‘post delegation’ route, to enable system administrators to reassign an approval object to an alternate approver due to the absence of the original approver. An approval object can get ‘stuck’ in the approval process for a number of reasons which may include, for example:

• An approver or escalation task owner has failed to set a delegation rule.
• The unexpected absence of an approval task owner.
• Approval plan escalation tasks are not set or are ineffective.

It is necessary for the system administrator to be able to efficiently progress the approval object. Having to cancel and reissue a requisition, or log in as the approver and action on their behalf causes delays in the approval process. Furthermore, due to the ad-hoc changes required to approval processes and user passwords, it is often an audit and security concern. The reassignment feature enables a system administrator to act upon a specific request from a user in a timely manner to manually reassign any document to an alternate approver.

Any reassignment action undertaken provides full email notifications and is fully recorded in the audit trail:

Original Approver email

Upon successful reassignment of an approval object, an email is automatically sent to the original approver to advise them of the action.

New Approver eMail

Upon successful reassignment of an approval object, an email is automatically sent to the new approver to advise them of the action.

In addition, this feature also allows administrators to search and interrogate outstanding approvals in order to proactively manage approval processes and approval plan administration. To this end, the system also provides the ability to search and sort outstanding approval objects and displays an aged outstanding calculation.