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Training Presentation Assigning a S ubstitute Approver

Training Presentation Assigning a S ubstitute Approver. To assign a substitute approver first go to “Profile”. Then “User Settings”. Then “Folder Summary”>check the appropriate box>select “Assign Substitute to Selected Folders”>select “Go”.

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Training Presentation Assigning a S ubstitute Approver

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  1. Training PresentationAssigning a Substitute Approver

  2. To assign a substitute approver first go to “Profile”.

  3. Then “User Settings”.

  4. Then “Folder Summary”>check the appropriate box>select “Assign Substitute to Selected Folders”>select “Go”.

  5. Type in the name of the substitute approver>click “Assign”. Please note, the substitute approver must have Approver status in the TBR Central eShop system. If that is not the case, contact Angela Flynn or Mark Hodges prior to making your substitute approver selection.

  6. The substitute approver will be listed once you have assigned they the approval responsibilities.

  7. To remove the substitute approver, check the appropriate box>the select “Remove Substitute from Selected Folders” from the drop down menu>select “Go”.

  8. One screen summary: To assign a substitute approver: Profile>Users>Folder Summary>check the appropriate box>Assign Substitute to Selected Folders>Go

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