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Step 3: Confirm Change with Reason

Provide a justification for the reassignment and finalise the change.

Steps:

  1. Enter Reason: In the pop-up window (after selecting the new approver), type a clear and concise reason for changing the approver in the Reason text box (e.g., "Original approver on leave", "Incorrect initial assignment"). This is crucial for the audit trail.
  2. Confirm: Click the Confirm button.

What Happens Next?

  • The approval flow updates immediately.
  • The original approver's status for that step changes to CHANGED. You can hover over this status to see who made the change, when, and the reason provided.
  • The newly selected user/group is added to the step with a PENDING status.
  • The new approver receives an approval notification (if configured).

End of Tutorial

You have successfully changed the approver for a pending approval step!

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