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Operations and Finance

APPROVAL PROXY

  • By designating a proxy for a specific form, you are granting the employee the full right and ability to act upon your behalf in authorizing only the selected form.
  • By selecting a proxy for the entire U-Approve System, you are granting the designated employee the full right and ability to act upon your behalf in authorizing all forms
  • By activating the "COPY ME" option for a form, you will receive a copy of the email notification, for viewing purposes, but no further action is required.

•By selecting a proxy for the U-Approve System, you are granting the designated employee the full right and ability to act upon your behalf in authorizing only those forms noted below.

Adding A Proxy:

Locate the “APPROVAL PROXY SETTINGS” menu item below your System ID. Then complete the following:

  1. Click "ADD"
  2. Select a specific form or assign a proxy for entire U-Approve System.
  3. Search for and assign a designee.

Proxy Approvals:

  • All designated proxies will receive e-mails, and the approval will appear on the Proxy’s dashboard in the “Awaiting My Approval” category.
  • If a user has a U-Approve System Proxy and a Form-Specific proxy, the Form Proxy will receive the approval when you are designated as an approver on the corresponding form.

Date Settings - applies to both form-specific and system-wide use:

  • If there is no "begin date" and no "end date" indicated on the setting for the identified proxy, then the approval proxy is simply active indefinitely.
  • If a "begin date" is entered and no "end date" is entered, then the approval proxy is active starting on the begin date.
  • If an "end date" is entered and no "begin date" is indicated, then the approval proxy will be active until the end date.
  • If the "begin date" and the "end date" are entered, then the approval proxy is active on the begin date and will terminate upon the end date.

Editing Proxies:

  • To add a proxy: Click “ADD” and choose from the menu options. Enter the data in the appropriate field or check box. To finalize, click “SAVE”.
  • To change a proxy: Click “Edit” next to the specific line, then make the changes in the appropriate field or check box. To finalize, click “SAVE”.
  • To remove a proxy: Click “DELETE” next to the specific line.

FORWARDING

  • Search for and designate the individual who will receive the forwarded notification.
  • Confirm this is the appropriate recipient and click send.

Using the Forward function in U-Approve Routing

Step Two: Confirm this is the appropriate recipient and click send.

Forwarding Tips:

  • To forward an e-mail, go to the “Pending Other’s Approval” category on the home page, select the desired form and click the forward button. Then complete the forwarding steps outlined above in order to re-route the form to a new recipient for approval.
  • If necessary, users may forward an email to themselves. By setting the form to “Not Approved” the initiating user can then make edit the submission.