After the approver takes leave or is transferred, the document may stay at the same node for a long time. Simply giving approval authority to everyone will destroy the boundaries of responsibilities. ERP approval should separate job responsibilities from current personnel and provide a scoped agency mechanism.

How to arrange records and operations

Approval rules locate positions based on amount, organization and business type, and then find effective personnel. The agency record states the time range and matters that can be handled, and transfer of sensitive matters can still be restricted. The adopted rule version is saved when the process is running to avoid being unable to interpret historical nodes after the rules are changed.

The agent cannot inherit all the management capabilities of the original approver by default. Process confirmation, rule maintenance and personnel authorization are configured separately to prevent one-time leave arrangements from turning into long-term administrator authorization. Which rule should be used for the new documents added by the applicant during the agency period? There must also be clear boundaries of validity. If the agent is also an applicant, the avoidance process confirmed by the company should be triggered. The approval log indicates the actual operator and the source of the agent. When querying the history, you cannot only display the name of the original person in charge.

Specific scenarios that need to be checked

For example, the person in charge of procurement is temporarily away from the post, and the agent only handles procurement applications from the designated organization. Test the expiration of the agent, the return of the person and the simultaneous operation of multiple people to ensure that there is only one effective approval. Node timeout can remind relevant positions, but it should not be approved by default, otherwise the waiting problem will become an unconfirmed business decision.