Modifying Approvers for an Approval Process

Updated by Cheryl Wallace

Best practice is to approve or cancel any documents pending approval prior to changing approvers on the related approval process. Any changes to approval process approvers will not affect existing documents pending approval. This is not critical if new approvers are being added. However, if approvers are changed or removed, you risk having a document pending approval that cannot be approved.
To add an approver:
  1. Look up the approval process to edit under Utilities > Approval Process.
  2. Click under Approver to add an approver.
  3. Set the Order of this approval. This value will default to 0 if nothing is supplied. Multiple users with the same Order are alternate or "one of" approvers.
  4. Select the user in the Approver list.
  5. Click to save the changes.​​

To change an approver:
  1. Look up the approval process to edit under Utilities > Approval Process.
  2. Select the new user in the Approval Required By for the approver to change.
  3. Click to save the changes.​​
To remove an approver:
  1. Look up the approval process to edit under Utilities > Approval Process.
  2. Click to the left of the row for the approver to be removed.
  3. Click to save the changes.​​
To stop using an approve process entirely, do not remove all approvers. Make the approval process inactive by removing the Active flag.

See also:

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