Specifying different approvers

Instead of automatically routing the request, you can specify the next approver. With some processes, such as an Ad Hoc process, approvers can or must specify additional approvers. The process administrator can also set the Allow Ad Hoc Next Approver field to configure Parent-Child, Level, and Rule-Based processes to allow users to add the next approver. For more information, see Creating-an-approval-process.

You must specify the additional approvers before or at the same time as you approve or reject the approval request. After you have approved or rejected the request, you no longer have access to the Next Approvers field.

Related topic

Managing-signatures-for-multiple-approvers


If the approval process includes rules that specify the next approver, the process rules supersede any changes you make in the detail-signature view.

Specifying the next approver is not the same as reassigning an approval request. The option to specify the next approver requires you to approve the request. For information about reassigning requests, see Reassigning-approval-requests.

To specify next approvers

  1. Open Approval Central by using one of the methods described in Approval-Central.

  2. In the Pending Approvals table, select the pending request you want to work with, and click its link in the Request Details section.

    The relevant request form appears.

  3. Click the Show Signatures button.

    The appropriate three-way join form is displayed. 

    221_7603apLunchDetSig_JM_NextApprovers.png

  4. In the Next Approvers field, enter the AR System login IDs of the next approvers.

    To specify multiple approvers, separate each name with a semicolon (;) .

  5. (Optional) Specify multiple approvers, select the appropriate option for the If Multiple Approvers field:
    • One Must Sign—A single signature entry is created for all approvers. Only one of those approvers needs to take action.

    • All Must Sign—Separate signature entries are created for all approvers. Each approver must take action for the request to proceed further.

      In an Ad Hoc approval process, if you do not complete the If Multiple Approvers field, AR System requires all additional approvers to sign the request.

  6. In the Approval Status field, select Approved.

  7. Click Save.

    In the figure above, the approver Jack Miller has approved the request, added two additional approvers, and specified that both must approve the request separately.

To reassign an approval request

The Reassign To field only appears when the process allows you to reassign approval requests.

  1. Open Approval Central by using one of the methods described in Approval-Central.
  2. In the Pending Approvals table, select the pending request that you want to work with, and click its link in the Request Details section.
  3. In the request form, click the Show Signatures button.

  4. In the Reassign To field on the three-way join form, enter the name of the approver to whom you want to reassign the request.

    You can enter only one person's AR System login ID.

  5. Click Save.

    Approval Server routes the request to the reassigned approver.

 

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