User Removal Alerts and Task Delegation
Last updated
Last updated
Once a user is auto-removed from a Member List of the group, the System Admin will be notified of it and they can take further actions, if deemed necessary.
If there are pending tasks assigned to the user who has been removed from the group, the System Admin must delegate the user's tasks to another user.
1. Once a user is auto-removed from a Member List of the group, the System Admin gets an alert in the application as shown below.
Each notification will have two buttons associated with it: Delegate Tasks and Mark as Read.
Field | Description |
Delegate Tasks | Click on this if you want to delegate the current user's tasks to another user |
Mark as Read | Click this if you want to mark the notification as read |
3. If you clicked on Delegate Tasks,
If the user has no pending tasks assigned to them, the User removal alert for User/Group profile change window is displayed. There is no action needed as there are no pending tasks for this user. At the bottom right of the User removal alert for User/Group profile change window, click Close.
If the user has pending tasks assigned to them, the Delegate tasks to another user window is displayed.
i. From the options provided, select the type of task that needs to be delegated and then click Next.
Task | Description |
All tasks | Select this is you want to delegate all the tasks of the selected user to another user |
For Selected Groups | Select this if you want to assign the tasks that belong to a specific group to another user On selection, you will be asked to select the group to which the tasks belong |
For Selected Forms | Select this if you want to assign the tasks for specific forms to another user On selection, you will be asked to select the form associated with the task |
Let's say we want to delegate only the tasks assigned to John Smith that belong to the Reimbursement group.
ii. Select the user list and then select the user(s) to whom you want to delegate the task.
As you can see, here we have delegated John Smith's tasks that belong to the Reimbursement group to User 63 belonging to the EMPLOYEE user list.
iii. To delegate the tasks to the selected user, on the bottom right of the Delegate tasks to another user screen, click Assign Tasks and then in the Confirm task assignment window, click Confirm.
The selected tasks will be assigned to selected users.
4. If you clicked on Mark as Read, the notification will be marked as read, and then you will have the Mark as Unread button in its place.
2. To view the alert, click . The Alerts pane opens and all the notifications are displayed.
