Substitutes assigned for approvers
In the Substitutes assigned for approvers window you can view a list of substitutions and create new ones.
Field explanations
The top part
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. |
The table
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. |
Last modified July 10, 2024