ChartHop for Administrators
...
Planning
Scenarios

Reassign an approver for a scenario

You can reassign an approver when the original approver for a scenario is unavailable (for example, due to PTO or family leave).

The person who originally submitted the scenario for approval can’t reassign the approver. A person with Editor access to the scenario must reassign the approver.

Reassign approver


To reassign an approver:

  1. From the left sidebar, select Planning.
  2. Access the scenario whose approver you want to reassign. 
    • The scenario should have a Review status of In review.
  3. Select View details from the banner at the top of the scenario.
  4. Next to the approver you want to reassign, select the menu and select Reassign.
  5. In the Approver field, enter the name of the replacement approver.
  6. Enter a comment to explain the reassignment.
  7. Select Reassign. The scenario is shared with the new approver for review. A notification is also sent to the new approver.