Setting Up Final Approvers

A Final Approver is an employee who can approve or reject specific records when requested. Employees who are set up as Final Approvers are not available for selection in approval matrices.

If you want a Final Approver to act on a record, you must contact the employee directly with details and link to the record. When a Final Approver accesses a record for approval, the record would include the Approve & Finalize, Approve, and Reject buttons.

When a Final Approver clicks Approve & Finalize, they bypass any approval hierarchy.

To set up a final approver record:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the name of the employee.

  3. Click the Human Resources tab.

  4. Click the Approval Information subtab.

  5. In the Record Type to Approve and Finalize field, select the record type or types that this employee can approve and finalize.

  6. Click Save.

Note:

The general rule that a record submitter cannot be an approver applies to Final Approvers.

Related Topics

Setting Up Approvers
Setting Up Project Approvers
Setting Up Department Approvers
Setting Up Group Approvers
Setting Up Role Approvers

General Notices