Delegation

When delegation is switched on by an approver, this allows new approval items to be delegated (sent) to another approver (if appropriate within certain rules).

Note: To use Delegation, contact Elateral to enable this option.

An Approver can delegate from now onwards or for a specified date period, as follows:

To set delegation for all future orders:

• Set the Delegation slider to ON

• Choose the Select option

• A flyout of all approvers is displayed

• Select an approver from the list and confirm the selection

• Click the Save option to confirm the Delegation settings.

With the above set, all future orders (where you are the nominated approver) will be delegated to the selected approver. For approvals that are calculated using the Dynamic approval logic, you will be excluded from the list of available approvers.

To set delegation for a specified date period:

• Set the Delegation slider to ON

• Choose the Select option

• A flyout of all approvers is displayed

• Select an approver from the list and confirm the selection

• Check the "Only delegate during this date period" option

• Click the Start date to set a start date for delegation using the date picker (must be equal to or greater than today)

• Click the End date to set an end date for delegation using the date picker (must be greater than or equal to the start date).

• Click the Save option to confirm the Delegation settings.

With the above set, all future orders (where you are the nominated approver) during the date period will be delegated to the selected approver. For approvals that are calculated using the Dynamic approval logic during the date period, you will be excluded from the list of available approvers.