Can I delegate my approval to someone else?
Yes, Fiscal Officers can delegate approval authority to other users based on attributes of a specific transaction such as document type and dollar amount. Delegates can approve documents at the "Account Level" of routing as if they were the Fiscal Officer. Fiscal Officers can choose to establish either type of delegate or both. Fiscal Officers can still access any documents they are responsible for.
- Primary: Documents route directly to primary delegates instead of routing to the Fiscal Officer.
- Secondary: These delegates have a special "filter" option in their action list that allows them to retrieve documents for which they have been given approval authority.
Are there any special types of approval?
Yes, Blanket Approval and Supervisor Approval.
- Blanket Approval: Users can be established as Administrators, giving them the ability to blanket approve most transactions they initiate or for which they are an approver. Blanket approval pushes a document to "Approved" status. All approvers who are skipped by the blanket approval receive an Acknowledgement request for that document, ensuring that they see it.
- System Supervisor Approval: A user established as a System Supervisor ("super user") can take special workflow actions:
- Fully approve or disapprove any document, regardless of pending approvals.
- Approve a single action request for a particular user.
- Approve the document through to a different route level (sending it straight to Organization Review, for example).
