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.

To set 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 to set what action to take on approval units while you're out. Doing so keeps the budget review process moving when you're away.
   Set what action 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.

   Note:

   Out of the office delegations are specific to users and do not apply to groups. The out of the office delegation will only work when the approval unit is assigned to a specific user and will not be honored when the approval unit is owned by a group.

4. Click Save.

When you return to the office, clear the out of office setting.

For more information about Approvals, see Getting Plans Approved.

Note:

You can enable notifications so that you'll automatically get an email when you become the owner of an approval unit or you've been delegated an approval unit. See Setting Up Email for Notifications.