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Enabling users to delegate approvals

As a BMC Helix Digital Workplace administrator, you can enable the delegation feature so that approvers can assign their approval requests to alternate approvers. By using this feature, end users can decrease the number of unresolved requests if they cannot process them on time (for example, due to an absence).

Types of approvals that can be delegated

Delegation is supported for the following types of approvals:

  • Requests from BMC Service Request Management 
  • Requests from BMC HR Case Management
  • Requests from BMC Helix Digital Workplace Catalog

Related topics

Setting-up-approvals

Delegating-to-alternate-approvers

Before you begin

Enable one or more of the available approval types in BMC Helix Digital Workplace. For information about how to do this, see Enabling-approvals.

To enable users to delegate approvals to alternate approvers

From the BMC Helix Digital Workplace Admin console, perform the following steps:

  1. Select Configuration > Approval, and then select the Alternate approvals check box.
    DWP Admin_Alternate approvals_20.02.png

  2. Select Configuration > Application Features, and then select SRM pluggable provider.

srm-prov.png

To configure the SRM pluggable provider, see List-of-providers.

Additional options that you can enable or disable

Enabling-users-to-put-approvals-on-hold

Enabling-users-to-reassign-approvals

Enabling-confirmation-checks-on-approving-and-rejecting-requests

Configuring-how-approval-requests-are-displayed-in-BMC-Helix-Digital-Workplace-end-user-console

 

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