Changing Approvers on the Fly

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How to handle exceptions from the approval workflow

One of the most desirable features in ApprovalMax is the one for handling exceptional cases which demand an on-the-fly change of Approvers.

Say you’ve set up an approval matrix based on your corporate policy. But then a document is submitted which should be approved by different people, not those defined in your matrix. It’s not down to a faulty approval matrix; it’s just an exceptional document. What can you do about it? How can you deal with this exception, and keep full audit records?

Changing Approvers without changing the approval matrix

In ApprovalMax, it is possible to change Approvers for a particular request on the fly with just a couple of clicks.

What’s great about the “Change Approvers” feature: you can edit the Approvers for particular requests and don’t have to change the whole approval workflow every time there’s an exceptional situation.

Change approvers on the fly

Who is allowed to change Approvers?

As always, we had a close look at the details and double-checked all available cases with our customers to ensure that everything works as it should. Here is a summary of who can change Approvers:

Company administrators

They can add any Approver and remove any Approver.

Approvers

Approvers can add other Approvers from their Company, and remove the ones they have added.

NOTE: Approvers cannot remove Approvers that were added by approval workflow rules or by someone else (these are marked with a “Locked” icon).

Requester

Same as for Approvers: he can add other Approvers from their Company to any step, and delete the ones he has added.

Where can I find this magic button and when can I see it?

The “Change Approvers” button is located above the workflow, next to the last Approver in a step.

“Change approvers” button is located next to last approver in step

 

NOTE: This button is not available:

  • In closed approval requests
  • In steps that already have been approved or rejected

Do you have questions? Email us at info@approvalmax.com or register for our next webinar: for UK & US and for AU & NZ.

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Yours,

ApprovalMax Team