How to change approver in RFI/Delay/Bill/CO/BOQ Flow?

Purpose:

To guide users on updating or changing the Approver in any Approval Flow such as RFI, Delay, Bill, Change Order, or BOQ.

Step-by-Step Instructions:

1. Open Project Configuration

- Go to Settings from the Home Page.

- Click on Project Configuration.



2. Access Approval Flow settings

- Under Project Configuration, go to RFI / Bill / Change Order / BOQ Approval Flow.



3. Select the flow

- Click on the Flow Name you wish to modify.

4. Modify approver role

- In the panel that opens on the right, scroll to the bottom and click Add Roles if needed.

- Delete the existing role under Approver if it is no longer required.

- From the Approver / Lead Approver dropdown, select the new role to assign.



5. Save changes

- Review the configuration and click Save to update the flow.

Tips & Best Practices:

- Ensure the new Approver role exists in the project before assigning it.

- Communicate changes to the concerned team to avoid confusion in ongoing approvals.

- For any issues, contact LivSYT Support.

Related Resources:

How to add roles in RFI/Delay/Bill/CO/BOQ Flow?

How to create a new RFI/Delay/Bill/CO/BOQ Flow?