Enable approval assignment to streamline approval request review.
Feature Overview
Utilize the Assign Approval feature to enhance the efficiency of approval request reviews, ensuring that the review process remains structured and easy to navigate.
This feature enables you to assign approval requests either to yourself or to other team members, allowing for both individual and bulk assignments. Additionally, requests can be unassigned from team members as needed. When a request is assigned, the name of the administrator responsible for that request will be displayed, making it clear to the team who is in charge of the review. It’s important to note that this is a visual indication only; other administrators can still review, approve, or deny the request regardless of the assignment.
Feature Setup
This feature can be enabled through the Settings menu under Approval Workflows. Once activated, the Assign Approval Requests functionality will be accessible for any approval request workflow your organization is using. To enable this feature, simply select the checkbox next to Assign Approval Requests and click Save.
Functionality
Once this functionality is activated, the admin-facing Approvals menu will be enhanced with the following updates:
- New options to select one or multiple individuals for assignment or unassignment of approval requests.
- An additional column to indicate whether a specific approval request has been assigned to a fellow administrator.
- A filtering option that allows you to view approval requests based on the assigned administrator.
By selecting one or more approval requests, the Actions button will become active, enabling you to assign or unassign the selected approvals as needed.
Individuals that appear as available to assign/unassign an approval request to are those active users, with either the Default Administrator or Approval Request Manager admin roles.
It’s important to note that this assignment serves as a visual indicator only; other administrators retain the ability to review and approve requests, regardless of who is assigned.
Reporting Capabilities
With the introduction of the Assign Approval feature, the Approval Request report will now include a new column labeled Assigned To along with a relevant filter. This enhancement enables organizations to efficiently track and report on approval requests that have been assigned, including details on who the requests have been assigned to, all in a streamlined manner.