Reassign an Approval to a new Requester (D)

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) Navigate to the Approval register.

2) Select the approval that is to be re-assigned. On the top toolbar, select the “Operations” tab and click on "Reassign Requester".

3) The “Modify sender” dialog box will pop up. Click “OK” to proceed.

4) On the “User Selector” dialog box, select the new requestor and click “Link Selected”.

Alternatively, double click on the new requester to select and close. (For this to work, tick the box “Close on double click”)  

Note: The new requester must have been given the appropriate user permission to request approval.

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