Get started > My Dashboards > Approvals queue > Delegate approvals

How to delegate approvals

You can configure Service Management to have your approvals delegated to another user.

  1. In the Service Portal, click the portal menu Self-Service Portal menu icon at the top right of the page.

  2. Click Delegations. The Approval Delegation form is displayed.

  3. Complete the form:

    Field Description
    Employee From the drop-down list, select the name of the employee to whom you wish to delegate your approvals.
    Start Select the date when the approval delegation is to start. If you chose the current date, or a date earlier than the current date, saving the approval delegation makes it immediately effective.
    End

    Select the date when the approval delegation is to end. This must be later than the current date and the date selected for the start

    You do not have to select a value for End. If you leave this field blank, delegations are continuous.

  4. Click Save.

Note  

  • You can also view the delegation form by clicking Approval delegation settings in the User profile part of the Service Portal.

  • You can edit the approval delegation by going to the delegation form, entering a new value for a field, and clicking Save.

  • You can have only one approval delegation. If you have an existing approval delegation, and want to create another, you must first delete the existing delegation. You can delete an approval delegation by going to the delegation, and clicking REMOVE. A blank Approval Delegation form is displayed.

Effects of delegating approvals

The following effects apply while your approvals are delegated:

  • New approvals are sent to you and the person you are delegating to.

  • You, and the person you are delegating to, are able to confirm or reject these approvals.

  • The notification sent to the person you are delegating to, includes a statement that the approval has been assigned by you to that person.

  • The delegated approvals display in the Approvals queue (for the person you are delegating to) with a distinctive icon in the Assignee column.

    For more information, see Approvals queue.

  • The delegated approvals display in the Your Approvals part of the Service Portal (for the person you are delegating to) with a statement that the approval has been assigned by you to that person.