Approval Delegation

[Nilesh Pol]

Hi All,I am working on the scenario: When a manager (approver) is on leave, approvals should not get stuck.
So the manager can assign a delegate for a specific period, and during that time:

Approval requests automatically go to the delegate

System still remembers who the original approver was

Audit/history clearly shows approval was done on behalf of someone.

please assist me with any suggestion will be appreciated.

[Brian Sorensen]

You may have answered this, but how does SN know they are on leave?

We had this as a block too. Our solution was tied to geofence requests. 
when a person requested access outside of their zone, we put an option on the form to delegate approvals and let them pick who to send them to. 
in the flow we then routed approvals during that time. 

[Dr Atul G- LNG]

Hi @Nilesh Pol 

You need to use the delegation module. Managers must add a delegate before going on leave to ensure delegation works correctly. Delegation can be set only for the current or a future date and time, not for past dates or times. If a manager goes on leave without prior notice, delegation will not work and the catalog manager or admin will need to approve on the manager’s behalf.

[AndersBGS]

Hi @Nilesh Pol ,

Have you looked towards the OOTB solution for delegation? According to your requirement, it should fulfill the need.