Requisition Management – How to Manage Delegations

When it comes to requisition approval, there is always a necessity to manage delegations among different users in the approval hierarchy. In this post, I will try to provide a comprehensive illustration on how to manage this requirement.

1- Extended Approver:

On the user properties web part, a user can be granted an “Extended Approver”, this will allow the user to be delegated to approve pending requests assigned to anyone under them in the Approval Hierarchy.

2- Change Approver:

Another possible way to apply the delegation is to grant the users (C,D,E and F) the privilege to change their approver. This option enables users to submit their requests to a higher level in the Approval Hierarchy.

3- Replace Level:

Another possible way is to replace the level with another user/role in the approval hierarchy to be delegated. When replacing the user/role, a warning message will pop up stating that all current “work” documents will be assigned to the new user/role.

Best Regards,
Mahmoud M. AlSaadi