To ensure that it is possible to continue to perform work processes during your absence, enaio® includes a substitute function. During your absence and provided they have the appropriate roles and rights, substitutes can forward your personalized and non-personalized work items or start workflows to which only you would normally have access (see Workflows in enaio®). Substitutes can also open and edit follow-ups of absent users (see Managing Follow-ups).
To be able to set up substitutes, users require the Client: Workflow substitute configuration system role.
In enaio®, it is not possible for a user to take over the substitution for a substitute. This also means that work processes taken over by a substitute are not forwarded to that person's substitute.
To set up a substitute, follow these steps
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Click or tap on the
User menu icon in the main menu or your avatar image.The user menu now opens.
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Click or tap on the
Settings icon in the user menu.The settings dialog now opens.
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Select the Presence tab and click or tap on the
Arrow icon next to the Substitutes entry.The user selection dialog now opens.
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In the Select substitutes field, click or tap on the
Lists add-on icon.A list of available users opens.
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Choose one or more users as your substitute and click or tap on the Add button.
The selected users are entered in the Select substitutes field.
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Then click or tap on Add.
The users entered in the Select substitutes field are transferred to the tab.
You can remove the substitutes again by clicking or tapping on the
Delete icon. -
Click or tap on the Apply button to apply all changes made in the settings and close the settings dialog. Restart the client, if necessary.
You or your administrator can set up substitutes. As a result, the settings you made may possibly be changed again by the administrator and vice versa.
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