Tech Tip: Delegate Approval
August 12th, 2009 Comment on this articleLaserfiche Agenda Manager streamlines and automates the creation of meeting agendas. Staff members propose agenda items using a Web form, and proposed items, along with accompanying reports or other files, are routed to reviewers based on an approval workflow you create.
New in Agenda Manager 8 is the ability to assign delegates to approvers—to allow a user to review a submitted agenda item on behalf of another user. To do so, assign User B as a delegate to User A. User B will receive all e-mail notifications that User A is configured to receive. When User B approves an item, the agenda item’s history will denote that the item was approved by User A’s delegate, User B. Administrators can configure delegates for other users or users can configure their own delegates.
- Note: Assigning a delegate to a user does not prohibit the original user from reviewing submitted items as he/she normally would. In addition, the original user will be CCed on all notification e-mails sent to the delegate.
For example, Sally will be on vacation for the next month. Instead of temporarily removing Sally from the approval workflows she is a part of, the administrator assigns Jack as Sally’s delegate for all of her meeting types. When an agenda item is submitted to Sally, both Jack and Sally will receive the e-mail notification. Since Sally is on vacation, Jack can follow the link in the e-mail and review the item on Sally’s behalf.
Tags: Agenda Manager