Substitutes assigned for approvers

Configuration - Substitutes

In the Substitutes assigned for approvers window you can view a list of substitutions and create new ones.

Field explanations

Element Description
Search field

If you have a long list of substitutes, you can use the search field to filter on a specific user.

The search field will use both the Approver and the Substitute column when performing the search.
All (tab) Lists all substitutes, both current and upcoming.
Current (tab) Lists only current substitutes.
Upcoming (tab) Lists only upcoming substitutes
New substitution (button)

Click here to create a new substitute for an approver.

You can use the From and To dates to set up a period, or you can select the No end date check box. The To date will then be set to Indefinitely.
Element Description
Approver The name and email address of the approver.
Substitute The name and email address of the substitute.
From date The start date of the substitution period.
To date

The end date of the substitution period.

If you have selected the No end date check box, this field will display Indefinitely.
Status

Displays the status of the substitution:

  • Current
  • Upcoming
Action

If you hover on a row, two actions will display at the end of the row:

  • Edit: Click here to change the approver, substitute, or the dates. You can also click Stop now, if you want to remove this substitution. Note! No confirmation message will appear.
  • Delete: Click here to delete the row. A dialog box will appear and you have to confirm the deletion.

Related topics

About Substitutes
Assign substitutes
Configuration
My tasks