Articles in this section

Change an Approver in an Approval Request

This process shows you how to change an Approver in an Approval Request that has been sent out. 

1. Under Spec and Conformance, select Approvals

(Tip: Make sure your view is not filtered, select Standard view by clicking on the Three Columns icon on the right panel.) 

Change_Approver_1.png

 

2. Click on the relevant Approval Request.

Change_Approver_2.png

3. Click on the Administration icon, then Make Private.

Change_Approver_3a.png

 

4. In the Approvers field, click on the X next to the name or skip if you don't wish to remove existing Approvers.

Change_Approver_3.png

 

5. In the Approvers field, type the name of the Approver to search and select from the dropdown list. Click Save

Note: The Administrator must have invited the new Approver as a User or Associate User and the invitation has been accepted. 

Change_Approver_4.png

6. Click on the Administration icon, then Make Public.  

Change_Approver_8.png

7. On the right panel, click on the Send Notification icon. In the Send Notification Email dialog box, you will see the new Approver's name in the Mail To field. Scroll down to see the Send Notification tab.

Note: If the old Approver's name appears here, you can remove it from the field by clicking the X sign next to it. 

Change_Approver_5.png

 

8. Click on the Send Notification tab. The new Approver will receive the request and be able to action it.

Change_Approver_6.png

 

 

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful

More Resources

  • Watch Demo

    See how CivilPro supports smarter, more efficient Project and QA management

  • Contact Hours:

    8:30am - 5pm AEST Monday to Friday; Closed on Saturday and Sunday

  • Follow Us

    Stay connected - follow us on LinkedIn for updates, tips and announcements