Approval routing options

Unica Plan provides the same routing options for both task approvals and stand-alone approvals as for standard tasks. For standard tasks, a team can have any combination of routing options for approval tasks.

You can select any of the following options under the Approval Routing Model section of the Team summary page:

• Managers can route approvals to members

  The manager can assign these approval tasks to team members.

• Members can take ownership of team-assigned approvals

  Team members can then take ownership of these approval tasks.

• Members can return team-assigned approvals back to the team

  Members can return their approval tasks back to the team.

When you set up a team, you must select one or both of Managers can route approvals to members and Members can take ownership of team-assigned approvals.