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

Updated over a month ago

This should be dealt with by turning on the users Out of Office and delegating any existing transactions to other users.
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First an administrator will need to have access to the Out of Office module. To give them this permission:

  1. Log into FocalPoint Administrator

  2. Browse to System Control, Security Profiles

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

  4. Click Edit

  5. Click on the Security tab

  6. Highlight 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 into the FocalPoint website as the user who will be administering the change

  2. Browse to System, Out of Office

  3. Highlight 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

We advise that the process above is carried out for every user who goes on leave or leaves the company to avoid any transactions becoming lost or stuck.

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