If you are a manager, resource owner, or other user delegated the ability to respond to business requests submitted by people within your organization, EmpowerID routes their request to you, creating a task for you to complete. As a delegated responder, you can approve business requests, reject business requests, set time constraints for requests, or delegate the decision to another person within your organization.
Respond to business requests
Navigate to the My Tasks App portal for your organization.
In My Tasks, select To Do from the dropdown menu and search for the request you want to respond to.
Click the Pending Item link.
This opens the Card view for the task. From here, you can view details about the pending request and perform tasks, including:
View where the task is in the approval process
Delegate the task to other people within your organization for approval or rejection
Approve the request
Reject the request
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n<style>\r\n .bd-example{\r\n border: none;\r\n }\r\n</style>\r\n<div class =\"bd-example\">\r\n<div class=\"accordion\" id=\"accordionExample\">\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingOnedelegateApproval\">\r\n <button class=\"accordion-button\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseOne#collapseDelegateApproval\" aria-expanded=\"true\" aria-controls=\"collapseOnecollapseDelegateApproval\">\r\n Delegate Approval\r\n </button>\r\n </h2>\r\n <div id=\"collapseOnecollapseDelegateApproval\" class=\"accordion-collapse collapse show\" aria-labelledby=\"headingOnedelegateApproval\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To delegate approval tasks to other people, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Delegations</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Delegate</b> icon and select <b>Add Additional Approvers</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_Delegations_AddAditionalApprovers.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter the name of the person to whom you want to assign the task and then click the tile for that person.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_DelegationsPickpersonNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Click <b>Add Addtional Approvers</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_DelegationsPickPerson_AssignTaskNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Expand the <b>Plus (+)</b> symbol beside the delegation type you just made.\r\n <p>You should see the new delegation.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_Delegations_DelegationsDetailsNew.png\" style=\"padding: 10px;max-height: 600px\"/></p> </ol>\r\n <p class = \"bd-callout bd-callout-info\">You can view and assign delegations from the <b>Overview</b>\r\n and <b>Process Steps</b> tabs as well.</p>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingTwo\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseTwo\" aria-expanded=\"false\" aria-controls=\"collapseTwo\">\r\n Set Time Constraints\r\n </button>\r\n </h2>\r\n <div id=\"collapseTwo\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To edit or set a time constraint for a request item, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Item View</b> tab and click the link for the request item.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ItemViewTaskLink.png\" style=\"padding: 10px;max-height: 400px\"/></p>\r\n \r\n <li>In the <b>Overview</b> pane, click the <b>Time Constraint</b> icon for the <b>Access Start Date</b>field.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_TimeConstraintIcon.png\" style=\"padding: 10px;max-height: 400px\"/></p>\r\n <li>Click the <b>Edit</b> button beside the <b>Start Date</b> and edit the date and time as needed.</li>\r\n \r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_TimeConstraintEditStartDate.png\" style=\"padding: 10px;max-height: 400px\"/></p>\r\n <li>Click the <b>Edit</b> button beside the <b>End Date</b> and edit the date and time as needed.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_TimeConstraintEditEndDate.png\" style=\"padding: 10px;max-height: 400px\"/></p>\r\n <li>Click <b>Save</b> to save your changes.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_TimeConstraintChangesSaveBtn.png\" style=\"padding: 10px;max-height: 200px\"/></p>\r\n \r\n <div class = \"bd-callout bd-callout-info\">\r\n <p>You can clear the time constraint changes by clicking <b>Undo Date Changes</b>.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_TimeConstraintChangesUndoBtn.png\" style=\"padding: 10px;max-height: 200px\"/></p>\r\n </div>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingTwoheadingThree\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseTwo#collapseThree\" aria-expanded=\"false\" aria-controls=\"collapseTwocollapseThree\">\r\n Approve Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseTwocollapseThree\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To approve requests, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Process Steps</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Decision</b> drop-down beside the request you want to approve and then select <b>Approve</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveSingleRequestNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter a comment in the <b>Add a decision comment</b> field and then click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveSingleRequest_SubmitNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <div class = \"bd-callout bd-callout-info\">\r\n <p>Before submitting a decision, you can clear it for any task by clicking the <b>Clear</b> button.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_ApproveRequest_ClearDecisionNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n </div>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n <div class=\"accordion-item\">\r\n <h2 class=\"accordion-header\" id=\"headingThreeheadingFour\">\r\n <button class=\"accordion-button collapsed\" type=\"button\" data-bs-toggle=\"collapse\" data-bs-target=\"#collapseThree#collapseFour\" aria-expanded=\"false\" aria-controls=\"collapseThreecollapseFour\">\r\n Reject Request\r\n </button>\r\n </h2>\r\n <div id=\"collapseThreecollapseFour\" class=\"accordion-collapse collapse\" aria-labelledby=\"headingThree\" data-bs-parent=\"#accordionExample\">\r\n <div class=\"accordion-body\">\r\n <p>To reject requests, do the following:</p>\r\n <ol>\r\n <li>Select the <b>Process Steps</b> tab.</li>\r\n <li>In the <b>To Do</b> pane, click the <b>Decision</b> drop-down beside the request you want to reject and then select <b>Reject</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectSingleRequestNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <li>Enter a comment in the <b>Add a decision comment</b> field and then click <b>Submit</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectSingleRequest_SubmitNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n <div class = \"bd-callout bd-callout-info\">\r\n <p>Before submitting a decision, you can clear it for any task by clicking the <b>Clear</b> button.</p>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/My Tasks/MyTasks_RejectRequest_ClearDecisionNew.png\" style=\"padding: 10px;max-height: 600px\"/></p>\r\n </div>\r\n </ol>\r\n </div>\r\n </div>\r\n </div>\r\n </div>\r\n","javascript":"","css":""} |
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