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. Optional: If you will be out of the office, 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 business process moving when you're away.

   Checking or unchecking the Out of 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 Out of 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 what action to take when you are 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.