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Approval Delegate

Madel

in the service request we need to enable the approver to set a delegate when he is out of office

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SPSDude

Howdy @Madel!

This is possible today.

Any user can click on their initials/picture in the top right, selecting their profile. In the options, select My Account. Once in the My Account page, click on the Setting tab at the top and scroll down. You'll see Out of Office options at the bottom!

JDobbsy1987

Am i correct in thinking this is for technicians? what about requesters?

i.e. we have tickets that go through approval, the approval settings are set to go to their departmental manager however some managers want to delete the approval permissions to other members of the team such as a team leader or supervisor, is this possible?

SPSDude

Howdy @JDobbsy1987,

Requesters may also set up Out of Office(OOO) settings. They follow the same process as technicians would, just going to "My Account" and then the "Settings" tab.

Another neet trick you can use, is if you'd like to enable OOO settings for someone else, Administrators can use the "User Impersonation" features and adjust those settings for someone else. (don't worry, the audit log captures changes made while you're impersonating someone)

JDobbsy1987

Hi,

What if they are not OoO though, i'm not referring to when someone is away from the office but if a manager of 50 people doesn't want to have to deal with approvals, they may wish to delegate the approval to 1 or several of their team leaders or supervisors.

So essentially, they are in the office but dont want to deal with the approvals.

The reason they get it is becuase they are set as the Reporting Manager in Active Directory which is needed for other integrations.

SPSDude

Howdy @JDobbsy1987,

Apologies for my misunderstanding. You can still leverage this feature for the delegation even if they're in the office. The behavior of routing the approvals could still work, but you'd only be able to select 1 target. So you can either ask that manager to choose a single delegate or create a group specific for that manager's chosen delegates.

Let me know if you still have more quesitons!

JDobbsy1987

Thats good to know thank you, i will test it but i assume that would potentially lead to people getting access to tickets other than those just needing approval, such as when they are tagged for a comment