Oracle Cloud | Vacation Rule & Difference between Delegate and Reassign
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- เผยแพร่เมื่อ 10 ธ.ค. 2024
- In this video i will show you to create vacation rule and what's the difference between Delegate and reassign
You can define a vacation rule to manage notifications when you’re away. You can reassign or delegate a task to another user to act on your behalf.
To create a vacation rule:
Login with the administrator related privileges to the BPM Worklist and create a rule.
In the rule, select the Use as vacation rule checkbox.
Reassign or delegate the action to a new user.
Select the duration for which you want the rule to be active.
Save the rule.
Define a vacation rule so that when you're out, tasks that are assigned to you get reassigned or delegated to someone else. You can also have rules for other reasons, for example, to always delegate a certain type of approval.
In the global header, click the Notifications icon.
Click Show All.
On the Notifications page, click the Worklist button.
In the new browser window, click your user name and select Preferences.
On the My Rules tab, select the Vacation Period rule if it isn't already displayed.
On the Vacation Period page, select the Enable vacation period check box, and enter the start and end date for your time out of office.
Select to reassign or delegate your tasks, and provide an assignee. Delegate means someone else is addressing the task on your behalf, so the task is still assigned to you. Reassign means the task is passed on completely to someone else.
Save your work.
If you need additional vacation rules, you can use the following steps to define other rules on the My Rules page. Select the Use as a vacation rule check box on the My Rule page. Those additional vacation rules apply to the same date range that you defined on the Vacation Period page.
For example, on the Vacation Period page you choose to delegate tasks to your administrative assistant. You also define a rule on the My Rule page so that tasks related to hiring are reassigned to your manager. The rules under My Rules take precedence. So, during your vacation, all of your approval tasks are delegated to your assistant except for the hiring ones, which are reassigned to your manager.
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Perfect Mohamed as usual 👌
Mohamed when i do a delegation to another user,
that delegation is only for BPM workflow, not delegation of all my tasks, right?
@@ahmedfawzy149 this depends on which task you selected for example Only payable invoices or Purchases… etc
Can we add multiple delegates?
yes but for each role