If Manager is out of office how to handle forms to approve
Hello,
I want to ask a question about leave of absence.
If a manager name A leaves office for vacation and fills a form and gives power of attorney to Manager name B. So Forms for approval or any workflow process goes to Manager B to approve.
How can this be made by Bonita? Is there an internal system or how?
Sorry for my English.
Thanks.
Hi gurolgencel,
My 2 cents: a simple solution would be implemented at the 'Organization' level.
A good practice in user/groupe/actor/role management is to avoid having user name specified as actor.
In this exemple, let assume Manager A is the Vice President IT and his position holds the approval responsibility in process P1, P2 and P4.
Ideally, you'll have defined a organization role named "VP-IT":
https://www.dropbox.com/s/018139g867id789/Organization%20Role.jpg
Then, you will specify that the Manager A (Jan Fisher) in this snapshot plays the role of VP-IT (and member of group /acme/it).
https://www.dropbox.com/s/g5nphlv4xd0iax8/Organization%20users.jpg
Finally, make sure to configure the relevant pools (in processes P1, P2 and P4) so that its actor is mapped to the VP-IT (member of /acme/it) organisation role.
When Manager A leaves, he just has to make sure it is specified that Manager B plays also the role of VP-IT... and to rollback the change once back at work.
I hope that helps.
Gé-