Summary
This article explains how to access the My Approvals page to approve or deny TeamDynamix requests. For those with permissions, it also explains how to assign a Delegated Approver to approve TeamDynamix requests when you are not available and how to cancel the delegation if necessary.
How-To
Task: Access My Approvals in the USNH TeamDynamix Client Portal
Instructions
Step 1 - Sign into the USNH TeamDynamix Client Portal .
Step 2 - Click Services link in the top bar.
Step 3 - Click My Approvals link in the second bar. Alternatively, go directly to the My Approvals page of the USNH Help Central Client Portal.
Click for full-size image
Step 4 - On the My Approvals page you can Approve or Deny requests. If you have permissions, you may also manage your delegated approvers following the steps below.
Outcome
You are able to access your My Approvals page through the USNH TeamDynamix Client Portal page.
Back to top
Task: Access My Approvals in TeamDynamix Work Management (TDNext)
Instructions
Step 1 - Sign into TeamDynamix Work Management (TDNext)
Step 2 - Click View Applications at the top of TDx Work Management and choose the My Work tile.
Click for full-size images
Step 3 - On the My Work tab, choose the My Approvals section on the left menu.
Step 4 - On the My Approvals page you can Approve or Deny requests. If you have permissions, you may also manage your delegated approvers following the steps below.
Outcome
You are able to access your My Approvals page through TeamDynamix Work Management (TDNext).
Back to top
Task: Add a Delegated Approver to approve TeamDynamix requests on your behalf
Users with the Delegate Approvals global security role permission can set a Delegated Approver for their own approvals.
Instructions
Step 1 - Access My Approvals in either the Client Portal or TDx Work Management following the appropriate instructions above.
Step 2 - Click the Delegate Approvals button.
Click for full-size images
Step 3 - Click the New Delegated Approver button.
Step 4 - Enter the name of the new Delegated Approver, the Start Date, and the End Date of the delegation. Keep "Notify Delegated Approver" checked so they are aware, then click Save.
Step 5 - The new delegate will get a notification email from TeamDynamix with the subject line "Approval Delegation". Please ensure that your delegated approver understands why they need to approve requests and for what time period.
Outcome
You have added a new Delegated Approver who can now approve TeamDynamix requests on your behalf during the specified time period. Note that this delegates ALL approval requests for the time period selected. The approval process itself remains the same.
Back to top
Task: Cancel a Delegation early
Instructions
Step 1 - Access My Approvals in either the Client Portal or TDx Work Management following the appropriate instructions above.
Step 2 - Click the Delegate Approvals button to view your delegated approvers.
Click for full-size images
Step 3 - Click Cancel next to your delegate.
Outcome
You have cancelled the delegation of your TeamDynamix approvals. You must approve TeamDynamix notifications yourself going forward.
Back to top
Need additional help?
Visit the TeamDynamix area in the Knowledge Base
To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request