Configuring the Out of Office/Delegate Feature
Updated on Apr 29, 2020
When users are out of office, Onit allows them to select a delegate to take over their responsibilities while they’re out. Onit’s out of office/delegate feature gives users the ability to select a peer who will assume their approval and viewing rights until they return. Delegates will be granted access to all Records of the original user, including potentially sensitive records.
This tutorial will cover how to implement the out of office/delegate feature in your Onit environment. At the end of this tutorial any user will be able to select another user to assume their responsibilities. Additionally, administrators may assign delegates for users.
The out of office/delegate feature transfers approval rights through one crucial Action, the Set Delegates for User Action. This action will link and unlink the delegate to and from the out of office user.
Once a delegate has been chosen, a Business Rule named Add Delegate will check via Condition to make sure the out of office/delegate feature is enabled. If the Condition is satisfied, Onit will grant view and approval rights to the delegate through the Set Delegates for User Action. When a delegate needs to be removed, a Business Rule named Remove Delegate will check via Condition that the out of office/delegate feature is disabled, then remove the delegate through the Remove Delegated User Action.
In order to complete this tutorial, you will need:
Access to the User Preferences Provider App in your environment. This App is often named User Profiles.
- An understanding of security settings in your environment.