Setting Approvals Options

Set your preferences for Approvals, for example, what action to take on approval units when you're out of the office. You can also delegate an alternate reviewer.

Note:

This tab is only available if Consolidation is enabled for the application.

To set the Approvals options:

1. On the Home page, click Tools, and then User Preferences.
2. On the General tab, under Approvals, select your preferences:
   • Display Aliases: Select to display aliases. This option is useful when member names are cryptic.
   • Show Not Started Approval Units: Select to display approval units that aren't started with those that are started.
   • Show Approval Units as Aliases in Approvals Notification: Select to show approval units as aliases if you've enabled Approvals in Notifications.
3. If you'll be out of the office, you can select I am currently out of the office and then select the action to take on approval units while you're out. This ensures the process is moving when you're away.
   Selecting or deselecting the I am currently out of the office option affects the primary and backup assignments of open Task Manager tasks and Supplemental Data form entries. If a task has both an assignee and a backup assignee, and the assignee selects the I am currently out of the office option, then the task will become the responsibility of the backup assignee. The backup assignee can then perform all the functions normally reserved for the assignee, including submitting the task.
   Set any of the following actions to take when you're out:

   • Promote: Promote the approval unit.
   • Reject: Reject the approval unit.
   • Submit: Submit the approval unit.
   • Delegate: Select to designate an alternate reviewer to handle your review responsibilities while you're away. You can also include a message for the reviewer in the Message text box.
4. Click Save.