Overview
This Work Portal option allows you to define a person who will be in charge of executing the cases allocated to a specific user, when this user is not available.
For example, if a user goes on vacation leave, the delegated user will be the person allocated to the new cases that should have been allocated to the absent user.
When the delegated user is enabled
•Both the absent/unavailable user and their delegated will be allocated to the new cases.
•The cases already assigned to the absent user will be visible to the delegated user to be able to execute them.
•Both the absent and the delegate users are notified (if these notifications are enabled for the task) in the following scenarios:
oWhen a task has been allocated.
oWhen a task has been aborted.
oWhen a task alarm has been triggered.
How to define a delegated user
1. From the Work Portal go to the Users option found under the Admin menu.
2. Search for the user for which the delegated user will be defined. Enter the necessary criteria and click Search.
3. Click Edit option beside the specific user.
4. In the users administration window go to the Configuration User tab and locate the Delegated User option.
5. Click Get User to search for the delegated user. Enter the necessary criteria and click Search.
6. Select the delegated user.
7. Finally, check the Delegated enabled option to activate the delegation.
Considerations
When assigning a delegate user consider the following:
•If the delegated user does not meet the required conditions to be an assignee, they will have access to the cases assigned to their delegate, but they won't be shown as an assignee in any query results, graphical view, or timeline.
•Being a delegate is a temporary setting and doesn't impact or update the current assignees for a workitem, if the delegated user submits or completes an event or activity, they will be shown as the user who completed that workitem.
•If due to some business requirement or specific consideration, the delegated user must be shown as the assignee of the activity or event, even if they don't meet the conditions to be considered as such. Then, the application admin user must do a manual reassignment using the case manager option so that the delegated user becomes the current assignee of the workitem.
Last Updated 11/9/2023 11:47:58 AM