Manage approvers

Administrators can allow users to approve their own submissions or require a different person or group to approve their submission. An approver can be an individual user or a user group.

Assign an approver and substitute approver

For each approver who cannot approve their own submissions, assign an approver and a substitute. Substitute approvers might be needed if the approver is not available or if the submitter is a member of a user group designated as an approver.

Substitute approvers can be an individual user or a user group. If the Approver is a user group, the Substitute approver must be an individual. Conversely, if the Substitute approver is a user group, the Approver must be an individual user.

1. Select Manage submitter journal approvers.

   A dialog box appears with each submitter listed on the Submitter column.

2. For each journal, use the dropdown to select an approver. This is the approver assigned specifically to approve transaction requests from this journal. Approvers can be an individual or a user group. If the submitter is a member of the user group, however, the group will not be able to approve or decline the submittal.
3. Select a Substitute approver who can approve journal transactions when the Approver is prevented from doing so.
4. Select Save.

   The approver selections become active immediately.

If an approver edits a transaction, the approver is considered a submitter. If the approver (now the submitter) can self-approve, the transaction is approved. If the approver or submitter cannot self-approve, the substitute approver is notified.

Field descriptions

Fields

Manage approvers field descriptions

Field	Description
Journal	ID and name of the journal requiring approval. Add each journal in its own line.
Approver	This is the Approver to be notified that a transaction within the selected journal was submitted for approval.
Substitute approver	For each journal, select a substitute approver. If the Approver is not able to approve the transaction for any reason, the substitute approver is notified that the submission is waiting for approval.

Buttons

Buttons field descriptions

Field	Description
Save	Save your changes.
Cancel	Leave the page without making changes.
Help	Open the online help (this page).
More	Access the audit trail and other actions.