Reassign a Record in Approval Center

An approver with appropriate access rights can reassign records to another employee in the Approval Center.

Appropriate access rights based on the approval workflow configuration are applied for this process. To reassign approval records, the reassign option must be configured in the approval workflow.

To reassign a record to another employee:

  1. In the Navigation pane, select My Stuff > Approval Center.
  2. In the search field at the top of the Approval Center form, select a record type.
  3. To see only those records that require approval (or rejection), set My Action Required to Approve.
    If you instead set this option to None, all records that do not require action are displayed, including those that have completed the approval process.
  4. Review and reassign records:
    To reassignDescription
    A single record Under the Approval Action column, select Reassign in the Action Required field beside each approval record. You may also select the check box of the approval record and click Reassign on the grid toolbar.
    Multiple records Select the check boxes of the approval records and click Reassign on the grid toolbar.
    All records Set Approval Options on the grid toolbar to Reassign All.

    This action reassigns all the records for the selected approval type that match the current filter selections.

    If the reassign action cannot be applied to one or more of the records, an explanatory message displays.

  5. On the Change Assignment on Current Step dialog box, enter an employee in the Add New Assignment To or Move Assignment fields and then click Change to delegate the selected requests and close the dialog box.
    If the action cannot be applied to one or more of the records involved, an explanatory message displays.