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Comentário: Atualizada para considerar a release 1.6.5

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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.



Add substitute user

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01. In the main menu, click Control Panel.02. In the General tab, , then check People container and click Substitute.

0302. Click Add.

0403. Enter the requested information.

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.

0504. Click Configure.

Painel

This button will only be enabled when the selected option in the field “Replace the user” is “Selected Processes”.

0605. 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.

Painel

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.

0706. Click Confirm.

Painel

This step is only necessary when making the selection of processes to be considered in the substitution.

0807. Click Save.



Edit Substitute User

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Informações
titlePlease note!

This documentation is valid from the 1.6.5 .10 update - Liquid. If you use a previous update, it may contain information different from what you see on your platform.