Remap Change Request Approver

When a CR approver is assigned a new role or moved to a different team or location, the CRs waiting for his/her approval gets halted and lead to business discontinuity. So, it is required to re-assign approval tasks to another approver. Using the Remapping CR Approver feature, the halted CR approvals tasks are can be mapped to another Approver. It helps in reorganizing the work and finish the pending CR approvals on time.

How to Enable CR Approver List sub menu?

To remap CR approver, user must have access to CR Approver List sub menu. 

To enable CR Approver List sub menu:

1. Select Admin> Basic > Users > Role Template. The ROLE TEMPLATE page is displayed.
2. Click Filters on the ACTIONS panel. The FILTERS pop-up page is displayed.
3. Select the Domain from the drop-down list and click SUBMIT. A list of configured Role Templates for the selected Domain is displayed.
4. Select the required ROLE TEMPLATE from the LIST. The ROLE TEMPLATE - MENU CONFIGURATION page is displayed. 
5. Click ADMIN from under the MODULES section.
6. Select the Edit and View check box for CM Approver List and CR Approver List to provide the edit and view access.
7. Click SUBMIT to save the configuration.
   
   
   Figure: ROLE TEMPLATE - MENU CONFIGURATION
   
   
   Figure: Admin: Users: CR Approver List

To remap CR approver:

1. Select Admin > Basic > Users > CR Approver List. The CR APPROVER LIST displayed.

2. On the CR APPROVER LIST page, the Administrator can view the Number of CRs pending with an approver based on Tenant, Workflow Name, Approval Level, and Approval Type. 

   Adding Filter Conditions:

   A filter condition consists of the following parts:

   • Field: Each field is a column in the table.
   • Operator: Each field type has its own set of valid operators. Based on the field type the operators are displayed.

   • Value: Each field has its own set of valid values determined by the Field type and Operator.

   What is a Filter Operator?

   In literal terms, an operator specifies how parameters relate to one another. The following table describes the list of operators with a short description.
   

   Operator	Operator Name	Function
   =	Equals	Find an exact match with the entered value.
   !=	Not Equals	Find a match that should not be equal (exactly) to the entered value.
   IN	Is one of	Find matches with any one of the options that you select.
   NOT IN	Is not one of	Find matches that do not match with any of the selected options.

   
   
   Figure: CR APPROVER LIST page
   image2020-12-26_15-16-58.png

3. On the CR APPROVER LIST page, click the Number of CRs hyperlink. The REMAPP APPROVER - APPROVER NAME page is displayed.
   
   
   Figure: REMAP APPROVER - APPROVER NAME page
   
   
4. On the CR APPROVER LIST page, click the Total Records hyperlink. The REMAP APPROVER - Approver Name page is opened in a new tab. Also, the Administrator can further filter the CRs based on the Tenant or Department as shown below.
   
   
   Figure: REMAP APPROVER - APPROVER NAME page
   
   
5. To remap approver of CRs, select check boxes adjacent to the CR NO.
6. Click Change Approver. The REMAP APPROVER page displayed.
   
   
   Figure: REMAP APPROVER pop-up
   
   
7. Type in the approver name or search the approver to whom you want to assign the selected Change Requests. 

8. Click Remap. The selected Change Requests are assigned to a new Approver and the below e-mail notification triggers to remapped approver.
   
   
   Figure: Success Message
   
   

    Confirmation E -Mail

   
   Figure: Confirmation E-mail Notification

    ACTIONS

   ACTIONS

   This section explains all the icons on the ACTIONS panel of the REMAP APPROVER - APPROVER NAME page.

   EXPORT TO EXCEL
   Click the EXPORT TO EXCEL icon on the ACTIONS panel to export Change Requests on a particular page to a Microsoft Excel Sheet.
   

   EXPORT ALL
   Click the EXPORT ALL icon on the ACTIONS panel to export all the Change Requests to a Microsoft Excel Sheet.
   
   CHANGE HISTORY

   Click CHANGE HISTORY to view the remap approver history, the user who made the changes, the date and time when the change was made, and also the old approver and new approver.

   

   
   

ACTIONS

This section explains all the icons on the ACTIONS panel of the CR APPROVER LIST page.

CHANGE HISTORY

Click CHANGE HISTORY to view the remap approver history, the user who made the changes, the date and time when the change was made, and also the old approver and new approver.