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      How to replace an approver (Vacation or Permanently)

      Login to Fidesic and navigate to Manage Users. Then, click "Reassign Approvals (Vacation Tools)".

      Screen_Shot_2021-08-09_at_3.33.12_PM.png

       

      After you've clicked this, select the following: 

      1. Approval Type - Invoices or Payments
      2. Approver that is leaving
      3. Approver that is taking over
      4. Select what you'd like to replace:
        • Current Approvals
        • Future Approvals (Position in the workflow)
        • Both
      5. Select if this should be a permanent replacement, or temporary such as for a vacation or time off
        • If selected, choose the date window for the approvals to be re-routed

      Screen_Shot_2021-08-09_at_3.34.27_PM.png

      Note: If you selected to make this a temporary workflow change, you can view and manage this temporary replacement from "Manage Temporary Workflows" under the Options menu.