Overriding approvals

The override capability of Approval Server allows a process administrator to move an approval process forward when the regular approver has not responded. An override is useful in an unexpected situation, such as when the regular approver is unavailable but did not designate an alternate.

A single-signature override closes one approver signature, similar to acting as an alternate approver for one signature line, and allows the approval request to continue with the regular process. In this case, an override rejection terminates the request just as if the original approver had rejected it. An override approval moves the request forward just as if the original approver had approved it. If more approvers exist, the request is routed to them.

A global override closes all open signatures, stops routing the request, and terminates the approval process for that request. The global override is useful for unusual situations, such as ending an approval process for a request that is no longer necessary.

A process administrator can assign override-only authority to any user without granting other approval process administrator privileges. For more information, see Configuring process administrator capabilities.

To perform an override to a single signature

If you have override capability for an approval process, you perform the same steps to approve or reject the request as the original approver. However, you must specify that you are performing an override.

1. Log in to the product as the process administrator for the process you need to override (such as the process administrator or AR System administrator).
2. Open Approval Central by using one of the methods described in Approval-Central.
3. In the Actions section, click Search My Approvals.
4. In the Approval Search section, select Override from the Acting As list.
5. In the User field, enter the AR System user name of the user whose pending approvals you want to access.
6. From the Application list, select the appropriate application if necessary.
7. Click Search.
    The Approval Search Result table displays all pending requests for the specified user. You can now approve or reject these requests with override authority.

To perform global overrides

If you have global override capability, you perform the same steps to approve or reject the request as the original approver. However, you must specify that you are performing a global override.

1. Log on toAR System as the process administrator for the process you need to override (such as the process administrator or Remedy AR System administrator).
2. Open Approval Central by using one of the methods described in Approval-Central.
3. In the Actions section, click Search My Approvals.
4. In the Approval Search section, select Global Override from the Acting As list.
5. From the Application list, select the appropriate application if necessary.
6. Click Search.
    The Approval Search Result table displays all pending requests for the application selected. You can now approve or reject these requests with override authority.