Reassign an Approval Step

Approvers can assign an additional employee to the current approval step for a specific record or move the approval assignment from one approver to another employee.

This applies if you use an approval workflow for approving records for an application.

Approvers of an approval step are allowed to reassign a step if the Allow Approvers to Reassign check box is selected on the General tab in Configuration > Workflow > Approval Workflows for the approval workflow. You can also reassign an approval step if you are the approval administrator specified on the General tab in Approval Workflows Configuration for an approval workflow.

To reassign an approval step, complete the following steps:

  1. On the toolbar of the entry form for a record to be approved, click Approvals > Reassign. For example, from the Vison Navigation menu, click Purchasing > Purchasing Requisitions, and then click Approvals > Reassign.

    The Reassign option displays only if the approval workflow for the application allows approvers to reassign.

  2. On the Change Assignment dialog box, select one of the following options:
    • Add New Assignment — Select this option and then select an employee from the Employee lookup to assign an additional employee to the current approval step for the record.

    • Move Assignment — Select this option to move the assignment from one employee to another. In the From field, select one of the employees who is currently assigned to the approval workflow step (which could be yourself). In the To field, select another employee to replace the employee that you entered in the From field.

  3. Click OK. You are returned to the application entry form. You now see the new assignment in the Assignments grid on the Progress tab of the form.
When you select the Move Assignment option on the Change Assignment dialog box, the Approvals option is removed from the toolbar application entry form for the employee whom you entered in the From field, who is no longer is assigned to the approval step. If the employee who is removed from the assignment is the approval administrator for the approval workflow, then the Approvals option remains on the toolbar.