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