What happens when I select a user under the ‘Approves and Forwards To’ field?

You can select a user under the Approves and Forwards To field when you want to appoint more than one approver for the user’s records. Approvers will be able to approve the report submitted to them and forward the report to the user selected under the Approves and Forwards To field, for further approval.

To configure this:

  1. Click Admin View.
  2. Click the icon in the top right corner.
  3. Go to Users under Users and Control.
  4. Select a user for whom you want to appoint another approver and click the icon in the top right corner.
  5. Choose an approver for the user from the Approves and Forwards To dropdown.
  6. Click Save. Once this is done, every time the user submits a report for approval, it will be sent to the user selected under the Submits To field and after their approval, it will be forwarded to the user selected under the Approves and Forwards To field for further approval.
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