Approvals - Moving Records between Previous and Next Approver

Background: Within Digital Paper Flow the administrator has the ability to move records to the previous or next approver depending on their requirements. The limit of backwards or forward movements is only determined by the amount of approvers within a list. This means that the administrator can move a record back to the first approver or past multiple approvers to mark the record as approved.

Moving Records Between Approvers

Context: This feature would predominantly be used whenever an order is at a standstill in the approval process and needs to be pushed onto the next approver to continue the workflow.


Once you have logged in as an Administrator. Go to the module which you require the record to be moved backwards or forwards in the approval chain. All modules in DPF support this capability.
Now go to the Approve or Pending Section and locate the record. Only these sections have the Previous and Next buttons to move the record.
Click the record to select it. On the right-hand side in the approval chain you will see the Previous and Next buttons. Click the button for the action you want to perform. Click the Next button to move the record to the next approver. Click the Previous button to move the record to the previous approver.
A popup will appear allowing you to input the reason for why the record is being moved in the approval chain. This reason will be printed as a comment on the record in DPF. The option to send the approval email after the move is also available. Tick this if you want an approval email sent to the approver the record is being moved to. Click Save to move the record.
If an approver is to be removed from the approval chain completely, please follow the standard process shown in the article provided to remove or replace the user:	Amending/Changing Approval Groups