Creating an Approver

It is not feasible to have the Submitter and Approver or the Approver and the DelegatedApprover to be the same user.

You must have User Permissions in Juris Suite to make changes to Approver and Delegated approvers.

It is best practice to have only Administrators make the approvers settings.

There are two ways to create and edit Time and ExpenseApprovers and DelegatedApprovers.

• User SettingsMy Time and My Expenses
• Approval Editor

To make a user an Approver or DelegatedApprover, perform the following:

1. Select Juris>Admin>User Settings.
   
   
2. Select a User in left hand pane and expand (click the plus sign next to the user) the user to display available settings.
3. Select My Time. In the right hand display pane, scroll done to Time Entry Approval.  You may need to expand the feature to view completely.
   
   
4. Click in adjacent field next to 'Delegate my approval to:' to select a Delegated Approver.
5. Click in adjacent field next to 'My Time Approved by:' to select a Time Entry Approver.

6. Click the Close button when you have completed.

   To make selection for Expenses, click on MyExpenses and repeat steps 4 through 6.

To make changes to Approver and Delegated approvers, you must have User Permissions in Juris Suite to do so.

To create or make changes for Time and ExpenseApprovers, perform the following:

1. Select MyTransactions in Juris Suite.
2. Select My Time or MyExpenses from the left hand quick panes. For this example, My Time has been selected.
   
   
3. Select the Approval Editor from the Tools ribbon.
   
   
4. Select an Approver from the drop down box.

5. Select users from the AvailableUsers grid and use the blue arrows to move the user to the SelectedUsers grid. Once in the SelectedUsers grid, the Approver selected is assigned to approve Time for those users.

   

   Use the double blue arrows to Select All and RemoveAll from the grids.

6. Select a DelegatedApprover, if applicable. Remember that a DelegatedApprover is used in the absence of the approver.

7. Click the OK button to complete the changes.

   When the DelegatedApprover is no longer required, click inside the Delegated Approver combo box and hit the Backspace key. Click the OK button to commit the removal.

   To select an Approver and DelegatedApprover for MyExpenses, select MyExpenses and use the ApprovalEditor mimicking the steps listed above.