Description of Issue

How do I set up an alternate approver, and will the original approver still be able to approve the action?

Context

Workflow Business Rules

Cause

A user is out of the office intermittently and needs their workflow forwarded when they cannot approve a transaction.

Resolution

To set up an alternate approver in workflow business rules

Go to System Administration > Workflow Administration > Workflow Business Rules
Click Search and enter the information for the business rule you want to update
Click Update and then select Alt Approver
In the dropdown menu select the approver that you want the workflow to be forwarded to.
1. If the user is not on the list they will need to be promoted to approver following these steps: Unable to add user to a business rule
Enter the amount of time the original approver has before the approval is forwarded to the alternate approver
Accept

Additional Information

Once the workflow is forwarded to the alternate approver the original approver will no longer be able to approve the action.

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