Delegate Preview for the Approver

An approver's delegate can be allowed to preview each report/request in the approver's approval queue. This delegate cannot approve the report/request – instead, the delegate's task is to ensure that the report/request is ready for the approver to review and approve.

The delegate reviews each report/request, checks for inconsistencies, verifies receipts, and – if necessary – sends back to the employee for corrections. When ready, the delegate notifies the approver that the report/request is ready for their review.

Once the delegate is assigned the proper rights, the delegate accesses the approver's approval queue as usual. The delegate opens the desired report/request and reviews the information, verifies receipts, etc. When ready, the delegate clicks Notify Approver.

Once the delegate clicks Notify Approver:

An email is sent to the approver, indicating that the report/request has been reviewed by the delegate.
An icon appears in the approval queue so the approver knows the report/request has been reviewed. This icon is visible to all users who may view this queue, both delegates and the approver.

Note the following:

If the delegate reviewed the report/request in error, the delegate clicks Mark As Not Reviewed. The "reviewed" icon is removed from the approval queue so the approver knows the report/request is not ready.

Note

An noted above, if the delegate marks the report/request as not reviewed, the icon is removed from the approver's approval queue. It does not, however, recall the email notification to the approver nor does it send an updated email to the approver.
The delegate's action is reflected in the audit trail, which is visible to the user, delegate, and approver.