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How does Override and Reassign Approvals work? (Beta)

  • Updated

When an approver is unavailable or was not the right person to approve an item, an approval can become stuck. The Manage approval feature allows an authorises person to:

  • redirect the approval to another person
  • approve or decline the item on the approver’s behalf
  • request changes, where supported

 

Granting access (Owner/Admin only)

Only users with the Owner or Admin role-type have this permission by default.

To give other team members access, create or update a role that includes permission to view, redirect and override approvals.

  1. Sign in to Weel as an Owner or Admin.
  2. Go to User management and Open the Roles tab.
  3. In the Approvals section, tick View all approvals, then Override and redirect all approvals.
  1. Give the role a name and configure any other permissions it requires.
  2. Click Save.
  3. Open the People tab and assign the role to the relevant team members.

Note: this permission allows users to override and redirect approval decisions so you will want to be mindful of who has access to this feature.

 

Managing a Pending Approval

  1. Go to the Approvals page.
  2. Find the item you want to manage, then click the ••• menu at the end of its row. You can also manage an approval from its details page by clicking the Manage approval icon.
  3. Select Manage approval.
  4. Choose an action:
    • Redirect: Assigns the approval to another person. The item remains pending, and the remaining approval steps are unchanged.
    • Request changes: Returns the approval item to the requester for resubmission.
    • Force approve: Approves the item immediately and skips all remaining approval steps.
    • Force decline: Declines and archives the item immediately and skips all remaining approval steps.
    • Add a comment and send the action. 

Note: Comment is required and each action is recorded in the item's History tab.

 

Who can an approval be redirected to?

You can redirect an approval to any eligible active person in your business. They do not need to hold an approver role or regularly approve items.

You cannot redirect an approval to:

  • the person who submitted the item
  • someone who is marked as out of office
  • someone who is already assigned to approve the same item

 

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