Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
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  1. Groups/Applications
  2. Managing group members
  3. Automated user management

User Removal Alerts and Task Delegation

PreviousHow to auto-remove users?NextGroup Details on web

Last updated 3 years ago

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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.

Delegating tasks

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.