Requesting Removal of a Temporary Alternate Approver on Behalf of Another

Summary

In this article you will learn how to make a request to relieve an alternate approver on behalf of someone else.

Body

Overview

In some cases an approver may not be able to request an alternate approver themselves (emergency situations, etc.). The Project Coordinators and Chief Business Officer of a unit may request for an alternate approver on behalf of the original approver. They can also choose to add or pull back approver responsibilities.

Instructions

Step 1: Click the Request Alternate Approver link.
Step 2: Enter appropriate information into the Preferred Phone Number field.
Step 3: Click the Please select one of the following: list.
Step 4: Click the I am the CBO requesting an Alternate Approver on behalf of someone else list item.
Step 5: Since you are making the request, leave your name in the Requestor field.
Step 6: Enter appropriate information into the Original Approver's Name field.
Step 7: Enter appropriate information into the Original Approver's MyID field.
Step 8: Enter appropriate information into the Alternate Approver's Name field.
Step 9: Enter appropriate information into the Alternate Approver's MyID field.
Step 10: Click the I would like to turn off the alternate approver list item.
Step 11: If you have any additional comments, a field is provided.
Step 12: Click the Request button.
Step 13: The request is submitted and you are provided links to view the request or create another request. A Ticket Request ID is assigned to help you look up the request later.

In this article you will learn how to make a request to relieve an alternate approver on behalf of someone else.

1. Step 1

First log into UGA Team Dynamics

Start on the Alternate Approver Request page.

2. Step 2

Enter your phone number to notify you if there are any questions about what you are requesting.

Enter appropriate information into the Preferred Phone Number field.

Example shown here: " 7065559876 " in the Preferred Phone Number field..

3. Step 3

You are now ready to start your request.

Note : Data has been distorted to protect employee information.

4. Step 4

Indicate that you are making the request for someone else.

5. Step 5

Since you are making the request, leave your name in the Requestor field.

6. Step 6

Enter the name of the person on whose behalf you are making the request.

Enter appropriate information into the Original Approver's Name field.

Example shown here: " Molly Wallace " in the Original Approver's Name field.

7. Step 7

Enter the MyID of the original approver for whom you are making the request.

Enter appropriate information into the Original Approver's MyID field.

Example shown here: "uga99999" in the Original Approver's MyID field.

8. Step 8

Enter the name of the person who has been the alternate approver.

Enter appropriate information into the Alternate Approver's Name field.

Example shown here: " Sam Smith " in the Alternate Approver's Name field.

9. Step 9

Enter the MyID for the current approver.

Enter appropriate information into the Alternate Approver's MyID field.

Example shown here: " uga88888 " in the Alternate Approver's MyID field.

10. Step 10

Click the I would like to turn off the alternate approver list item.

11. Step 11

If you have any additional comments, a field is provided.

12. Step 12

Click the Request button.

13. Step 13

The request is submitted and you are provided links to view the request or create another request. A Ticket Request ID is assigned to help you look up the request later.

Additional Information:

You will need to know the name and MyID of the original approver as well as the alternate being appointed or removed. You will also need to know the start and end dates of the temporary assignment.

If removing responsibility from an alternate on behalf of another you need to know the MyID of the original approver along with the date that they will assume approver responsibilities.

The Alternate Request Approval page is found on the System Access Resource Page.

Details

Article ID: 150357

Created

Sat 9/24/22 11:41 PM

Modified

Fri 1/5/24 5:13 PM