This guide explains how you can review and update the approvers assigned to a submission within a register. This is useful when an approver has changed roles, left the business, or needs to be replaced to keep the workflow moving.
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To follow these steps, you will need Register Owner access. If you do not currently have this access, please contact your administrator or email [email protected].
What this means
In this context, updating approvers refers to reviewing the approval workflow for a specific submission and adding or removing users assigned to any stage of the approval process. This helps ensure the correct stakeholders are always involved and prevents delays in submission processing.
How to review and update approvers
Open the relevant register
Go to the Management Console.
Select Registers from the right-hand navigation bar.
Search for and select the register you need.
Choose Audit log from the right-hand navigation bar.
You will now see all submissions associated with this register.
Locate the submission
Use the search or filter options to find the submission you need.
Select it by clicking anywhere on its row.
Review submission details
Once the submission opens, you will see:
Content tab: Displays the full submission details.
Comments tab: Shows communication between the submitter and approvers.
Approval log tab: Displays the approval stages completed so far, including any rule reference numbers triggered.
Review approval stages in progress
Select the In Progress tab to view each approval stage and the users assigned to them.
Add an approver
Select Add user(s) on the relevant approval stage.
Type the user’s name or email address.
Select the correct user to add them.
Remove an approver
Select the bin icon next to the user’s name to remove them from that stage.
Tips
Check the rule reference if you need context on why the workflow followed a specific route.
Use filters when reviewing a large volume of submissions.
Add a comment if the change of approver needs to be recorded for audit purposes.
Limitations
Note:
Only Register Owners can update approvers.
Approval stages defined by automated rules cannot be changed, but you can update the users assigned within those stages.
Conclusion
You now know how to review and update the approvers assigned to a submission. For help with permissions or further support, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].