Approval Cover and the Sandbox Workspace — Assessment

1. Which permission does a person need to set out-of-office cover for their own approval steps?

None — anyone signed in can set their own cover Edit settings Manage approval rules Admin role

2. A step needs the Finance Manager role. The only Finance Manager is away and has set cover to a colleague without that role. What happens?

The step is skipped automatically The step waits until the Finance Manager returns The colleague can sign the step, and the decision records it was on the Finance Manager’s behalf The colleague is given the Finance Manager role permanently

3. Your delegate is also the person who raised the requisition, and the rule blocks self-approval. Can they sign your step?

Yes, cover overrides the self-approval block Only on the mobile app Yes, but only if a note was added to the cover No, the self-approval block still applies

4. What does the sandbox copy from your real workspace?

Everything, including items, vendors and customers People and departments only Integrations and API keys, so tests reach real systems Roles and permissions, approval rules, procurement defaults and AI settings

5. An approval rule step names a specific person. What does that step become in the sandbox?

It is dropped from the rule It still waits for that person’s real account A step anyone can sign An Admin step, because people are not copied

6. While testing in the sandbox you raise a purchase order for a test supplier with a real email address. What happens to the email?

It is sent normally It is sent from the real workspace instead It is queued until you leave the sandbox It is held back: the sandbox sends no email

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