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User Absence

       

In case of an expected or unexpected absence, the User Absence form allows you to redirect the tasks to the substitute user who will perform tasks during the given user's absence.

The form is opened by clicking on the button  (User Absence) in the toolbar of the To-do form.

The form is made up of certain elements, which are described below.

Table of contents

  1. Users
  2. Planned work for substitute user
  3. Tasks table
  4. Button row

1. Users

Identify the user who is absent for the period of absence and the user who will take over the task.

Absent user

From the drop-down list, select the user who is absent and you want to transfer his/her tasks to another user.

Substitute user

Select the user from the drop-down list to whom you want to assign tasks (from the absent user).

Absence from

Specify the start date of the absence.

HINT

You can select a date from the calendar that appears when you click on the drop-down list, or you can manually enter it. 

to

Specify the end date of the absence.

Get tasks

Displays a list of tasks for the absent user based on the specified period of absence.

2. Planned work for substitute user

If the substitute user is scheduled to work on other tasks or may be absent for a certain period of time, the data can be seen in the table.

Date

Date of planned work by the substitute user.

Absence

If checked, the substitute user is absent.

Work Type

Work type. The ID is displayed according to the work regime specified in the working time hierarchy.

WARNING

The user has to be linked to the worker in the Employee files.

 

HINT

Adherence to a hierarchy of working time in order of priority, from the highest to the lowest:

  • Planned working time in the Employee file.
  • Planned working time of the department at the workplace in the Employee files.
  • The working pattern defined in the Employee files.
  • The working pattern defined in the first calendar, which has the same department or the one closest in hierarchy to employee department.
  • The working time regime defined in the Working Time Records in the Administration Panel.

Start

Start of the period of absence.

End

End of the period of absence.

3. Tasks table

The list of tasks that need to be transferred to another user is displayed in a table.

Checked

If check, the task will be redirected to the substitute user.

Task type

Task type. For a detailed description read Task type.

Created

Date of creation of the task.

Owned By

The user who created the task.

Document

A document related to the performance of a task.

Subject

A subject related to the performance of a task.

Due Date

Date of completion of the task.

4. Button row

We can check the content of previous task changes to another person. Then confirm the entered parameters to transfer the job to another person or close the form.

History of replacements

Opens a list of task redirection history. The table shows the data:

  • Absent user
  • Substitute user
  • Date from
  • Date to
  • Edit - option to change dates of absency
  • Delete - delete selected absency
  • Transfer back ToDo's - revert absency. Set task back to it's original user.

When you click on the button Back to replacement, the preview is returned to the start of the form.

Confirm

When clicked, the tasks are redirected to the substitute user. The form User absence is closed.

Cancel

The form User absence is closed. Tasks are not redirected to another user.

 

 


 

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