Tutorial: Change an Approver on a Document

Goal: Manually reassign a pending approval step from the currently assigned user/group to a different one.

Persona: Fatima Ahmed (Finance Administrator) or David Chen (Purchasing Officer with permissions)

Sometimes, an approval gets stuck because the assigned approver is unexpectedly unavailable (e.g., sick leave without setting delegation), or the initial assignment was incorrect due to workflow logic or data issues. To keep the process moving, users with the appropriate permissions can manually change the approver for a pending step.

This guide covers locating the document and the specific approval step, initiating the change, selecting the new approver, and providing a reason for the reassignment, which is crucial for maintaining a clear audit trail.

Prerequisites:

• Appropriate permissions to change approvers (e.g., #CHANGE_APPROVER).

Steps:

1. Locate Document and Approval Step
2. Initiate Change and Select New Approver
3. Confirm Change with Reason

Let's start by finding the approval step that needs changing.