Delegating Approval Authority
When an approver of eRequisitions will be out of the office for an extended period of time – due to holidays, vacation, medical leave, etc. – use the following steps to delegate approval authority to another user so the agency can continue to make purchases in the approver's absence.


Note:
Delegating approval authority will also delegate receiving authority.


  1. Click on the ‘Preferences’ option on the Menu Bar at the top of the NC E-Procurement Dashboard and select ‘Delegate authority.’

  1. In the ‘Delegatee’ drop-down menu, select the user’s name who will be responsible for approving the eRequisitions while the normal approver is out of the office. If the user’s name is not in the drop-down menu, select ‘Search for more…’ to search for the user.

  1. Use the calendar icons to select the ‘Delegation Start Date’ and ‘Delegation End Date’ and set the date range for the delegation.

Note: When delegating approval authority, the delegation end date should be the day the user plans to return to the office. The automated process to end delegations occurs daily after midnight. For example, if an approver is going to be out of the office from January 1st to January 4th, returning to the office on January 5th, the delegation dates should be entered as January 1st to January 4th. The delegate will stop receiving eRequisitions to approve beginning at 12:00am on January 5th; however, the original approver continues to receive the approval requests even during the delegation period.


  1. Enter a comment as to why this delegation request is being entered in the ‘Delegation Reason’ free-text field, if desired.
  1. Users have the option to continue to be notified of approval requests throughout the delegation period. To do so, check the box next to ‘Continue to notify me by email of approval requests.’
  1. Click the ‘Next’ button to continue.

  1. The user to whom approval authority is being delegated must approve all delegation requests. In some cases, the user’s supervisor must approve the request as well.
  1. Click the ‘Next’ button to continue.

  1. Review the changes and click the ‘Submit’ button.

Note: Delegation approval flows are automatically created to inlude the user’s supervisor, if required, and the user to whom approval authority is being granted. Approvals are required before the delegation is effective and the request is not activated until it is fully approved. Additionally, the Delegated Approver can only approve items received during the delegation time period.



Note:  For further information on Delegating Approval Authority, please view the ‘Delegating Approval Authority’ job aid located on the NC E-Procurement User Training page and/or the ‘Approving’ Web-Based Training Course.