PRF Approvers! Going to be Out of Office? Assign your vacation stand in!

If you are an approver of PRF's in your firm, you don't want PRF's going unapproved in your account if you are going to be out of the office. So in vPromotions we made it easy to assign a vacation stand in! (Just a note, it can't be anyone else also in the approval process)

The Vacation Stand-in feature allows another user to temporarily receive and approve PRF (Promotion Request Form) approval requests while you are away. Once the specified end date is reached, approval notifications automatically return to you.

Before You Begin

• Choose a user who can approve PRFs on your behalf..

• Do not select someone who is already part of the same approval process, as this may cause duplicate approval assignments..

Step-by-Step Instructions

Open User Settings

Navigate to Settings..
Verify that the Users option is selected.

Open Vacation Stand-in

Select Vacation Stand-in from the available options..

Select Your Stand-in

Choose the user who will approve PRFs while you are away..
Enter the dates that the stand-in should be active..

Example:
Start Date: Today.
End Date: Tomorrow.

Save Your Changes

Save the Vacation Stand-in assignment.

Once saved:
Your stand-in will receive approval notifications for any PRFs requiring your approval during the selected time period..
They can review and approve requests on your behalf.

Returning from Vacation

When the stand-in period expires, approval responsibilities automatically return to your account. No additional action is required.

Important Notes

• Only assign a stand-in who is not already included in the approval workflow for the same PRFs..

• The Vacation Stand-in only redirects approval notifications during the dates you specify..

• Once the end date is reached, the system automatically resumes sending approval requests to you.

If you have any questions please reach out to the vCreative Support Team by emailing support@vcreativeinc.com or calling 1-800-605-9889.