Histórico da Página
Basic Path
01. In the main menu, click Control Panel.
02. In the General tab, click Substitute.
03. Click Add.
04. Enter the requested information.
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User who will be replaced User to replace Start Date End Date Replace user in
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05. Click Configure.
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This button will only be enabled when the selected option in the field “Replace the user” is “Selected Processes”. |
06. On the chart Available Processes, select the processes that should be considered in the substitution and drive the arrow to the right side to send it to the Selected Processes chart.
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To remove a process from “Selected Processes”, just select it and drive the arrow to the left side to return it to “Available Processes” and then do not consider it in the replacement. |
07. Click Confirm.
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This step is only necessary when making the selection of processes to be considered in the substitution. |
08. Click Save.
Alternative Path(s)
Edit Substitute User
01. Select the substitute user to be edited.
02. Click Edit.
03. Change the desired information.
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It is possible to change the dates that comprise the substitution period and the processes to be considered. The platfom does not allow you to modify the substituted user and the substitute user. If it is necessary to change that, a new substitute user record must be created. |
04. Click Save.
Delete Substitute User
01. Select the substitute user to be deleted.
02. Click Delete.
03. Click Confirm.
Speaking of Substitute Users...
This substitute user feature enables, for a certain period, a (substitute) user to perform the tasks of another user (substituted).
The registration of various substitutes for a given original user is permitted, even if it is for the same period. However, a user can only be a substitute of the same source user once.
It is possible to define for which processes the user will be responsible to carry out the tasks of the substituted user. It is also possible to consult the process requests in which the user participated as Manager or Substitute.