People Admins will now be able to assign and schedule substitute approvers for specific forms as needed. This feature will help when managing staff changes or users who are out of the office.

In this article we will review: 

How to set up a substitute approver

How to cancel a substitute approver 

How to determine what email notifications will be sent to substitute approvers

How to set up a substitute approver 

A substitute approver can be set up for specified forms and for a set duration. To set up a substitute approver, you can follow these steps: 

1. Navigate to the current’s User's On Route Access page
2. Select the forms you want to add a substitute approver for
   
3. From the Bulk Actions, select Substitute Temporary approver.
   
4. Enter the email address of the substitute approver and the start and end dates for the substitute approver.
   
5. Click Substitute 
6. You will now see the substitute’s email and the dates they will be approving in the Approval Substitutions column
   
7. If the approver is on a Centralized Approver list, navigate to the Centralized Approver Lists tab and repeat these steps. 
   

How to cancel a substitute approver 

The substitute approver will cancel automatically for the specified end date. To manually cancel a substitute approver you will follow these steps:  

1. Navigate to the current’s User page 
2. Select specific forms that you want to cancel the substitute approver
3. From the Bulk Actions, select Cancel substitute approver 
   
4. Repeat steps on Centralized Approver List tab

How to determine what email notifications will be sent to substitute approvers

Substitute approvers will receive email notifications for all new approvals, but notifications for pending approval will depend on whether the approver has an account. Email notifications will be sent on the date the subsitution begins. 

• Substitute Approvers with an account will receive an email notifying them that they were added as a substitute and will direct them to their Informed K12 inbox to review pending submissions. 
• Substitute Approvers without an account will receive an email for each pending submission