Group to approve on behalf of other groups

[smacleod]

We have approver groups broken down by business unit, in the event of urgent approval needed, we also have a master approver group that we would like to be able to authorize things on behalf of these groups. how do I give this group the ability to approve on behalf of the other groups?

[Dr Atul G- LNG]

Hi @smacleod 

You can use delegation for this, but keep in mind that delegation only works for current or future-dated requests — not for past-dated ones.

Alternatively, you can ask a Platform Admin to approve on behalf of the user, or assign the approval role to someone else and check if another group can approve it in case there’s no redirection set up.

[Ankur Bawiskar]

@smacleod 

I could think of 3 ways

1st Approval Delegation

-> you can use approval delegation but it works on user basis and not group level.

-> If the master approver group members are designated delegates of the original approvers (users) in the business-unit groups, they can act on their behalf.

2nd Modify the Approver Group in Approval Workflow

-> Modify the approval workflow to include the master approver group as an additional approver or as a fallback approver in urgent cases.

-> Use workflow conditions or scripted approvals to handle urgent approval logic.

3rd Automated Approval Overrides

-> use custom logic in approval process i.e. use business rule, workflow script etc that checks if approver is member of master group and allows them to approve any requests

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ankur Bawiskar]

@smacleod 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Ryan S]

Is this for a specific type of request? Is there any objective definition for 'urgent' in this case or is it subjective?