Delegating approvals while away
Exception
Situation
An approver is on leave and approvals must not stall.
Recommendation
Turn on delegation and create a delegation rule; new work goes to the delegate’s Inbox.
Why
The delegate is notified, sees the work in the Inbox and can approve — all three from one source. Read access through delegation is tied to the assigned item. A leave request with a handover person also creates a delegation rule.
Steps
- Turn on approval delegation.
- Create a rule (person, period).
- Check the delegate receives notifications.
- They approve in the Inbox.
Avoid
- Share your account so a colleague can approve.
Roles & permissions
Approver; delegate.