Set Vacation Rules

These instructions describe how to reassign one user's Approving Suppliers and/or Approving Invoices workflow to a different user while the original user is away on a vacation period.

 

Step

Action

Illustration

1

Select the Notifications icon in the top right-hand corner navigation.

 

Click More Details.

 

The BPM Worklist page appears in a new window.

2

Click the down arrow on the user name drop-down and select Preferences.

 

The My Rules page opens.

3

Under the Vacation Period section do the following:

  • Enable  the Enable vacation period check box
  • Enter a Start Date by selecting the start date and time from the Calendar control
  • Enter an End Date by selecting the end date and time from the Calendar control
  • Click the Reassign to radio button and choose User or My Group from the drop-down
  • Click the Search icon and the Identity Browser pop-up appears
  • Enter the reassigned workflow user's First Name, Last Name, Email, and/or ID and click Search
  • Select the user from the search results and click OK
  • On the Vacation Period page, click Save

 

 

Updated 9/20/2018 JM