Delegate Preview for the Approver
An approver's delegate can be allowed to preview each claim/request in the approver's approval queue. This delegate cannot approve the claim/request – instead, the delegate's task is to ensure that the claim/request is ready for the approver to review and approve.
The delegate reviews each claim/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 claim/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 claim/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 claim/request has been reviewed by the delegate.
An icon appears in the approval queue so the approver knows the claim/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 claim/request in error, the delegate clicks Mark As Not Reviewed. The "reviewed" icon is removed from the approval queue so the approver knows the claim/request is not ready.
The delegate's action is reflected in the audit trail, which is visible to the user, delegate and approver.