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Transaction is stuck waiting for approval from a user who is on leave or who has left the company

Turn on the user's Out of Office and delegate their existing transactions to other users. An administrator will first need access to the Out of Office module.

  1. Log in to FocalPoint Administrator.

  2. Browse to **System Control**, **Security Profiles**.

  3. Select the profile of the user who will have access to the Out of Office module.

  4. Click **Edit**.

  5. Click the **Security** tab.

  6. Select **System Control** in the list on the left.

  7. Enable **Out of Office Administration** in the list on the right.

  8. Click **OK** to save.

Now the administrator will need to set the Out of Office up for the user who is unavailable:

  1. Log in to the FocalPoint website as the user who will administer the change.

  2. Browse to System, Out of Office

  3. Select the user who is unavailable.

  4. Click Edit

  5. Ensure that there are delegates specified for all modules

  6. Set the status to "Currently Out of the Office"

  7. Click Save and Close

  8. A message will now appear asking "Do you want to reassign selected transactions to chosen delegates?"

  9. Click OK

  10. A message will then appear to advise of the results of the reassignment

  11. Click OK

  12. Transactions will now have been reassigned and any future transactions which are routed to this user, will automatically be reassigned to their delegates

Carry out this process for every user who goes on leave or leaves the company to avoid transactions becoming stuck.

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