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Procedure documentationAssigning Approvers Locate this document in the navigation structure

Procedure

To assign an approver to a role:

  1. Locate the role for which you want to change approvers. Follow the steps in Searching Roles.

  2. To change approver information, select the role, then choose Change.

    The Change Role screen appears.

  3. To view the Approver and Alternate Approver, select the Approvers tab.

  4. Select the Add icon at the bottom of the approver list.

    An empty field appears in both the Approver and Alternate Approver columns.

  5. Select the Search icon beside the empty field in the Approver column.

    The Approver Search screen appears.

  6. Choose Search.

    A list of approvers appears.

  7. Choose the radio button beside the User ID of the person you want to assign as approver and then choose Select.

    The Approver Search window closes and the Approver field in the Approver tab populates with the new approvers.

  8. Repeat Step 4 through Step 7 to add an alternate approver.

  9. Choose Save.