Creating an Approval Delegation Record

To create an approval delegation task:

  1. In the Work With Approval Delegation program, click Add. Alternatively, you can select an approver and click Add.
  2. 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.
  3. 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.