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Reassign an Approval to a new Requester

Occasionally, there might be a need to re-assign an approval to a new requester due to several reasons, for example, the original requester is away or has left the project and the approval needs to be managed or re-submitted by another person.

This process shows you how to reassign a new requester to an approval and will work for all types of approvals.

Instructions

1) Select the relevant project and navigate to the Approval register.

Reassign an Approval -1.png

2) Select the approval that is to be re-assigned. On the right panel, click on the "Notepad" icon (Action on Selection) and select "Re-assign Requester".

Reassign an Approval -2.png

3) Select the new Requester from the dropdown list on the New Requester dialog box. Click Save.

Note: The new requester must have been given the appropriate user permission by your Administrator to request approval, otherwise their name will not appear on the dropdown list. 

Reassign an Approval -3.png

4) You can now see on the approval register that the requester has been updated.

Reassign an Approval -4.png

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