# Define an approval delegation

> Define, with a date range, a delegate who votes on behalf of an approver during leave or absence.

URL: https://erpdocs.corexlogic.com/en/ayarlar/islemler/onay-vekaleti-tanimlama

- **Type:** Task
- **Module:** Administration
- **Menu path:** Yönetim › Onay Süreci › Onay Vekaletleri (Administration › Approval Process › Approval Delegations)
- **Screen route:** `/erp/approvals/delegations`
- **Required permission:** `Bir belge türünün onay izni (kendi vekaletiniz) · erp-approval-templates.edit (başka onaycı için)`
- **Prerequisites:**
  - The delegate holds the approval permission for the delegated document types themselves.

A delegation does not grant permissions; it only extends the answer to "who can vote": the delegate must still hold
the document type's approval permission, and a document the approver cannot approve (e.g. one the approver submitted
themselves) cannot be approved by the delegate either.

## Steps

1. Open the **Yönetim › Onay Süreci › Onay Vekaletleri** (Administration › Approval Process › Approval Delegations) screen and click **Yeni Vekalet** (New Delegation).
   <!-- action: navigate · target: "/erp/approvals/delegations" -->

   ![Approval Delegations](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/onay-vekaletleri.png)
   1. New Delegation
   2. Manager: everyone’s delegations
   3. Show ended delegations
   4. Validity — both days inclusive

2. If you are an administrator, select **Kendim** (Myself) in the **Onaycı** (Approver) field, or the approver for whom you are assigning a delegate (other users do not see this field).
   <!-- action: select · target: "Onaycı" · value: "Kendim" -->
3. Select the **Belge Türü** (Document Type), or leave **Bütün belge türleri** (All document types).
   <!-- action: select · target: "Belge Türü" · value: "Bütün belge türleri" -->
4. Select the **Vekil** (Delegate) — the list contains users with approval permission.
   <!-- action: select · target: "Vekil" -->
5. Enter the start and end days in **Tarih aralığı** (Date range; both days inclusive, at most 366 days); optionally enter a **Not** (Note) and click **Oluştur** (Create).
   <!-- action: fill · target: "Not" · value: "Yıllık izin" -->

   ![New Approval Delegation dialog](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/onay-vekaleti-yeni.png)
   1. Approver — myself or (manager) another approver
   2. Document type or all types
   3. Substitute — a user with approval permission
   4. Date range — up to 366 days
   5. Note

**Result:** The delegation appears in the list with the status **Başlamadı** (Not started) or **Geçerli** (Valid). Within the date range, the delegate sees the approver's pending stages in Onayımı Bekleyenler (Awaiting My Approval) with the '… adına' (on behalf of …) note and votes on the approver's behalf.

## What you need to know

- A second delegation cannot be created for the same approver on the same dates ("… için … bu tarihlerde zaten
  vekil." — … is already the delegate for … on these dates.).
- A person casts a single vote in a stage: the delegate cannot cast two votes in the same stage, one on their own
  behalf and one on the approver's; if a vote was cast on the approver's behalf, the approver cannot vote separately
  in that stage either.
- The approver or an administrator removes the delegation with **Kaldır** (Remove) in the row's Actions menu; votes
  already cast remain in the trail.
- Reminders and "Onayınız bekleniyor" (Your approval is awaited) notifications are also sent to the delegate.

## Related

- [Approvals — Approval Delegations](https://erpdocs.corexlogic.com/en/ayarlar/onaylar#onay-vekaletleri)