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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. The activities are recorded in the name of the user being substituted, but the substitute is the one performing the action, so if you delete the substitute record, you will not lose any information or activity that was performed.
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.
Add substitute user
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01. In the main menu, click Control Panel, then check People container and click Substitute.
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This step is only necessary when making the selection of processes to be considered in the substitution. |
07. Click Save.
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During the defined period, activities will be recorded in the name of the user being substituted, but the substitute will be the one performing the actions. |
Edit Substitute User
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01. Select the substitute user to be edited.
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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
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01. Select the substitute user to be deleted.
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