Delegation

Automatic delegation module

With the help of the module, it is possible to organize the transfer of work for a certain period of time and for certain types of business processes in case of temporary absence of the user at the workplace.

Automatic delegation occurs with the help of a special stage, which is located in the Advanced tab when creating a template.

Scheme of work:

• 1

  Information about the terms of replacement is entered

• 2

  A delegate is selected

• 3

  When configuring a business process, an account/template group/template is selected

• 4

  The document creation process starts

Functions of the module

Thus, the delegation process is performed automatically in a matter of minutes and does not require the participation of the system administrator.

You can also perform specific functions. For example: continue the delegation or terminate the process prematurely. Delegation extensions and terminations are flexible settings and are designed to simplify the process of reconciling changes to delegation process settings.