How to set up a backup user for approvals

When you are going to be gone, you may want to set up another user to take care of your approvals for you.  Once a backup is set up, this other user will get copies of the emails you are getting, and will have access to mark your approvals for PARs, travel, non-stock requisitions and warehouse requisitions.  This does not allow anyone to mark time sheets for you.  We've made that a more secure option, and the request must go though the Compass Team.

To set up backup:

 On the PAR screen, click on Tools and then Set Backup User 

- OR -

On the Non Stock Requisition screen, click on Actions, and then Set Backup User.

From this point on both screens are the same

Click on Add, and it will look like the picture on the left.  Type in the name of the person you'd like to set up as your backup and press <tab> or <return>.  The system will attempt to find that person.  If it finds one employee with that name, it will chose him or her.  If it finds more, it will give you a list to chose from.

If the person selected is correct, click ok.  

To remove a person, click on the name, and click Delete.