Create a Designation
You can specify that a user is designated to shadow another staff member or to be shadowed by another staff member. This will give the person with shadow designation the same privileges as the person being shadowed. This means the tasks assigned to a staff member can be taken over by another staff member if there's an emergency.
To specify a designation and then assign it to a user:
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Select Admin > Security > Designations.
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Select New.
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In the Description field, enter a description for the designation.
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To specify that the designation can receive a task, select the Can Receive Task checkbox.
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If you don't select this checkbox, the designation isn't available for selection when the recipients of a task are specified on the Task screen.
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To deactivate the designation, select the Deactivated checkbox.
You can't assign deactivated designations but you can report on them.
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To specify roles for the designation:
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Select the Roles tab at the bottom of the Designation Maintenance screen.
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In the Available area, select the role you want to associate with the designation.
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Double-click the role or click the Select
icon.
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To exclude a role from the designation, select the role you want to exclude in the Selected area.
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To specify users who belong to the designation:
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Select the Users tab at the bottom of the Designation Maintenance screen.
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In the Available area, select the user you want to assign to the designation.
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Double-click the user or click the Select
icon.
- If you selected the Can Receive Task checkbox, you can exclude individual designations from the recipient list of a task on the Task screen.
To enable a designation to receive a task, select the Expand
icon at the beside the designation.
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To exclude a user from the designation, select the user you want to exclude in the Selected area.
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To update or set up shadow designation:
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Select the Shadows tab.
The Is Shadowed by field shows the designation of the user doing the shadowing.
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The Is Shadowing with area shows the designations that the user will be shadowing.
- To specify a new designation for shadowing:
Select the Search
icon beside the Is Shadowed by field.
Select a designation to be shadowed > Select OK.
To save your changes, select Save on the Designation Maintenance screen.
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To associate business units with which the designation:
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Select the Business Units tab at the bottom of the Designation Maintenance screen.
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In the Available area, select the business unit you want to assign to the designation.
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Double-click the business unit or click the Select
icon.
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To exclude a business unit from the designation, in the Selected area, select the business unit who you want to exclude.
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To associate a business region with which the designation:
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Select the Business Regions tab at the bottom of the Designation Maintenance screen.
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In the Available area, select the business region you want to assign to the designation.
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Double-click the business region or click the Select
icon.
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To exclude a business region from the designation, select the business region who you want to exclude in the Selected area.
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Select Save.