Creating an Approval Delegation Record
To create an approval delegation task:
- In the Work With Approval Delegation program, click Add. Alternatively, you can select an approver and click Add.
- In the Approval Delegation Revisions program, fill in the following fields:
- Original Approver: Enter the original approver whose approval needs to be delegated (if an approver was selected in the previous step). The system lists all approval routes assigned to the original approver.
- Delegate To: Select the user to whom you want to delegate the approval authority.
- Delegation Effective Date: Enter a valid date, which must be today or a future date.
- Delegation Expiration Date: Enter a valid date, which must be today or a future date.
- Approval Route Code: Select an approval route code from the available options.
- Click OK to save.
Note:
- Original approver must not have any existing approval delegation task, on the same approval route code combination for the same date period.
- Delegate To must not have delegated his approvals on the same approval route code combination for the same date period.