[Business Approvals Kit - QUESTION] About the OOF & Delegation feature

[marcelhuszar]

What is your question?

I have some questions about the delegation and OOF feature:

• Is it as of right now intended that every approver (enterprise org. have a lot) open the Business Approval Management application and configure delegation and enable OOF when they go to vacation? What's the customer feedback on this because I won't believe that high execs ever want to open such things.

Here are some notes to this:

A. Retrieving OOF Status from Internal Systems:

Current Process: Currently, in the [Business Approval Management] application, approvers need to manually configure their settings, including enabling the OOF feature.

Proposed Solution: Explore integration capabilities with internal systems like Outlook to automatically retrieve OOF statuses. This would eliminate the need for manual configuration in the BAM application.

Benefits: Streamlines the process for approvers, particularly high-level executives who may not typically engage with the BAM application directly.

B. Delegation in Approval Scenarios:

Current Challenge: High-level executives may not actively engage with the BAM application to configure delegation settings.

Potential Solutions: Automated Delegation: Implement an automated delegation system based on hierarchical structures or predefined rules. This could ensure that in the absence of the primary approver, designated delegates automatically assume approval responsibilities. Integration with Existing Systems: Integrate delegation functionalities with existing platforms used by high-level executives, such as email or calendar systems. This would enable seamless delegation without requiring direct interaction with the BAM application.

Importance: Ensures continuity in approval processes even when key stakeholders are unavailable.

What solution version are you using?

1.0.20240110.1

What app or flow are you having the issue with?

No response

AB#2219

[Grant-Archibald-MS]

Hi @marcelhuszar

Yes today the OOF setting is configured the Business Approval Management application. The feature request for Microsoft Graph connection to query this from the users mailbox settings has been raised before.

[Business Approvals Kit - Feature]: Microsoft Graph User Out Of Office Settings and Working Hours

Please let us know if this a blocking factor for production usage of the Approvals KIt as this helps us prioritize the order of new featires

[marcelhuszar]

Hi @marcelhuszar

Yes today the OOF setting is configured the Business Approval Management application. The feature request for Microsoft Graph connection to query this from the users mailbox settings has been raised before.

[Business Approvals Kit - Feature]: Microsoft Graph User Out Of Office Settings and Working Hours

Please let us know if this a blocking factor for production usage of the Approvals KIt as this helps us prioritize the order of new featires

hi @Grant-Archibald-MS, this is a highly requested feature. Execs involved in approval (most of the times they are), they are not willing to open an application to set their status to OOF. We need an automated/ in-built way to check this.

Customer is currently evaluating workflow/ approval engines.