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Approver List

User Guide — Choosing Who Approves Each Kind of Request​

|  Last updated: September 2026

1. Overview​

Whenever OnCoor raises something for approval, it needs to know who is allowed to approve it. The Approver List screen is where you decide that. You pick an Approval Definition — the kind of request — and then list the people who can sign it off.

WHERE TO FIND IT — Approver List is under Process → Config. You can also reach it from an Approval Definition, which opens the approver list for that definition.

2. Setting the Approvers​

Steps

  1. Choose an Approval Definition from the dropdown at the top. The list below shows the people who currently approve it, each by First Name and Last Name.
  2. Add an approver using the + button (see below).
  3. Remove an approver with the delete icon on their row.

Changes take effect for the next request raised against that definition.

Adding an approver with the + button​

Below the list of approvers is a round + (add) button. It's how you bring a new person onto the list.

  1. Click the + button. A Select an Approver window opens.
  2. Open the Approver dropdown. It lists the people you can add, shown by name. Only users who aren't already approvers for this definition appear — so the list gets shorter as you add more.
  3. Choose the person you want.
  4. Click Add to add them (or Cancel to close without adding). The window closes and the person now appears in the approver list.

Repeat for each person you want to add — the + button opens a fresh Select an Approver window each time, so you add approvers one at a time.

THE + BUTTON ONLY APPEARS IF YOU CAN ADD APPROVERS — If you don't see the + button, your role doesn't have permission to change this list. Ask an administrator, or someone with approver-management rights, to add the person.

PICK THE DEFINITION FIRST — The list always belongs to the Approval Definition shown at the top. Make sure you've selected the right one before you add or remove people — the + button adds to whichever definition is currently selected.

3. Fixed Approvers vs. Automatic Approvers​

Next to the definition is a Dynamic List indicator. It tells you how approvers are chosen:

  • Dynamic List on — OnCoor works out the approver automatically (for example, from who submitted the request or which area it belongs to). The people you list here act as a fallback, used only when the automatic logic can't find anyone.
  • Dynamic List off — there's no automatic logic, so the people you list here are simply the approvers.

WHY YOUR LIST STILL MATTERS WHEN DYNAMIC IS ON — Even when approvers are found automatically, gaps happen — someone leaves, or a rule doesn't match. The names you keep here make sure a request never gets stuck with no one to approve it.

4. Quick Reference​

I want to…Do this
See who approves a request typeApprover List → pick the Approval Definition
Add an approverClick the + button → pick a person in Select an Approver → Add
Remove an approverClick the delete icon on their row
Understand a "Dynamic List" definitionIts approvers are found automatically; your list is the fallback

Source: OnCoor Process Management product documentation, written for end users. For the latest screens and options, always refer to the in-app interface.