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5. Approvals and Delegations

User & Administration Guide — Version 1.0.0.21

Guide summary

Decide a request, place it on hold, and name a delegate for the dates you are away.

On this page

What the approver does: open the queue, approve or reject, place the request on hold, and name a delegate
An approver decides the stage assigned to them. Naming a delegate covers an absence. It does not redesign the form.

Awaiting my approval

This list shows requests whose current stage is assigned to you. Urgent and high priority items are listed first. My Board shows the same waiting work next to what you submitted, what you completed, and what was delegated to you.

Decide

  • Approve moves the request to the next stage, or to Approved when this is the last stage. The closed date is set when the request is fully approved.
  • Reject records the decision and the closed date. A rejected request can be resubmitted or closed.
  • On hold pauses a submitted, resubmitted, or partially approved request. Resuming returns it to ReSubmitted.
  • Close finishes an approved or rejected request.
  • Reopen a closed request clears the closed date and records a new submitted date, so the old cycle is not averaged again.

The requester can withdraw a draft, a request on hold, or a request that is still waiting. Withdraw sets the status to Cancelled.

Delegations

Open Delegations and name the person who should decide for you, with a start date and an end date. Work assigned to you during that range is offered to the delegate. End or delete the delegation when you are back. A delegate does not gain Settings access.