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Speaking of Substitute Users...

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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.

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Basic Path

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01. In the main menu, click Control Panel.

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04. Enter the requested information.

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Painel
User who will be replaced User from whom the tasks will be transferred to another for a defined period. The registration is completed automatically after user is selected. User to replace User who will be responsible for the substitute user tasks during the defined period. The registration is completed automatically after user is selected. Start Date The start date of the substitution period. End Date Date that determines the end period during which substitution occurs. Replace user in Process for which the substitution will be valid. The available options are: All processes: when selected, determines that the substitution will be valid for all processes and documents. Selected processes: when selected, determines that the substitution will be valid only for specific processes. The definition of processes that the substitute will assume, is done through the “Configure” button, located next to the field.

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.

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03. Change the desired information.

04. Click Save. 

Delete Substitute User

01. Select the substitute user to be deleted.

02. Click Delete.

03. Click Confirm.

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