Approval delegation
- Cristina Balcázar
Approval delegation is a feature that allows users with approval rights to delegate, in a specified time range, per project and issue type, their approval authority to another user.
Overview
Approvers can set a delegation for the existing and new pending approval requests to another approver.
The Start and End delegation dates are considered with respect to the 'Approval Submission date' and not in respect to the 'Current date'.
Both the approver and the delegated approver can take action (Approve, Reject, Abstain) on the approval requests via email or on the issue.
The delegated approver is recorded as the executor of the approval action.
Delegated approver limitations include the following:
the approval authority cannot be further re-delegated
A delegated can reverse his own actions.
In this section
How to Manage delegated approvers
The Manage delegated approvers screen allows you to perform the following actions:
Add delegated approvers
Notify Pending Approvals to the delegated user
Update the delegations
Delete the delegations
Add delegated approver
Navigate the Manage delegated approvers and press Add Delegation.
Fill up all the fields in the Add delegated approval form and press Save.
Find below the description of the fields displayed in the form:
Delegated User (Required) is the username of the person having privileges to approve or reject approval requests on behalf of the original approver
The delegated approver can't delegate the delegated approvals rights.Project (Optional) is the project to whom the issues pending for the approval requests belongs to
Issue Type (Optional), is the issue type to whom the issues pending for the approval requests belongs to
Start date (Optional) and End date (Optional), the delegated user has privileges to approve or reject approval requests submitted in the specified time range
Notify, the delegated user, can receive the same approval requests as the delegator (Notify is On) or no notification (Notify is off).
If no Project is specified, all approval requests are considered, independently by the Project.
If Project is specified but not issue Type is specified, all approval requests relating to the selected Project are considered, independently by the Issue Type
If no Start date and End date are specified, all approval requests are considered, independently, by the submission date.
Notify Pending Approvals to the delegated user
When a new delegation is created, the delegated user starts from the specified Start Date until the specified End Data to receive the same approval requests as the delegator.
As a delegator, you are able to create an approval delegation having a Start date in the past.
The delegated is not automatically notified for approval requests submitted in the past.
The Manage delegated approvers screen allows the delegator to send massively the Approval Request emails for each pending approval, submitted in the specified time range, having a Submit date in the past.
It allows the delegated to approve via email the pending approval requests submitted in the past.
In order to send massively the Approval Request emails for each pending approval, submitted in the specified time range, having a Submit date in the past, navigate the Manage delegated approvers screen and press Mail icon:
Update the delegations
Navigate the Manage delegated approvers and click the pencil icon to update a delegated approval.
You are able to update any previously set value.
Delete the delegations
Navigate to the Manage Delegation screen and click the Trash icon.
A popup asks to confirm.
This action revokes the approval authority immediately.
How to Manage approvals delegated to me
Manage approvals delegated to me Screen
Navigate the Approval menu on your Jira menu bar and select Manage approvals delegated to me
The Manage Approvals Delegated To Me screen allows you, as delegated, to display per project, issue type, delegator, start and end date, the number of issues pending approval.