Option Pack › Option Pack Workflow › Delegation › Set an Out-of-Office Delegation

Set an Out-of-Office Delegation

Out-of-Office delegation is a self-service task under Option Pack tab, Workflow. A user needs to have the approver role to use this functionality.

To set an out-of-office delegation, specify the process, name an approver, and define a data range.

Set an out-of-office delegation

1. Under the Option Pack tab, go to Workflow, Out of Office.
2. Fill in the following fields:
   • Selected delegation

     Defines the process to delegate. The list of processes is taken from the workflow configuration.
     Note: By selecting All, all processes which are assigned to you and do not have a more specific setting are selected.

   • Selected person to assign to

     Defines a user to whom you want to delegate.

   • Delegation start date

     Defines the start date. The start date is automatically populated with today's date, but can be changed. A future start date is also possible, allowing the approver to set the date to a few days before going on vacation, for instance.

   • Delegation end date

     Defines the end date. This date must be later than the start date.

3. Click the update check box.

   The delegation appears in the Your active delegations list.

Note: Out-of-Office delegation is recursive, meaning that if you are delegating to someone and that person is delegating to someone else, requests assigned to you are routed to the third approver instead of the one you specified. A checking mechanism prevents loops, so if an approver is delegated to an approver already on the list, the delegation stops and the request remains with the last person on the list. For example, user 1 is delegating to user 2 and user 2 is delegating to user 1. A request assigned to user 1 is routed to user 2, because they are delegating to an approver already on the list (user 1).