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Adding Approval Routing to Case Records

Create approval routings to your mobility records in the Equus Platform. You can add them to records created via Mobility Manager widget or with the International Remote Work Request form. You can tra

Updated over 2 weeks ago

Create approval routings to your mobility records in the Equus Platform. You can add them to records created via Mobility Manager widget or with the International Remote Work Request form.

You can track or monitor the approval routing progress in the mobility record. On the Mobility Record details screen, click

View Routing button

of the Approval Routing Stage to open the Approval Routing Details screen.

Note, when no routing exists or if the routing is deleted, this button will display

Add Routing button

instead and when clicked, it will launch a blank approval routing page with an option to add new approvers.

Once you click

View Routing button

or

Add Routing button

, the Approval Routing Stage screen will appear. Internal users can access to view the details and history of the Approval Routing Stage. This screen is accessible for all mobility types except for legacy assignment records. If the approver has not given a response and the user would like to forward the approval to a new resource or individual they can click on the

button to send a new email to the new approver.

Before clicking the

button, select a new Resource or remove the resource and enter a new Email and Name for the approver. This will send a new link to the new details provided and the previous link will no longer work.

Things to Note

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