Pass on tasks (substitute)

You can pass on your new tasks to a substitute for a specific period of time. This means that you can, for example, have another person complete the tasks assigned to you while you are on vacation. A task can only be passed on to the selected substitute if the status of the task is New. To find out if another user is already editing a task, display the Current editor column in your list (Select columns Select columns).

Prerequisite

The user to whom the task is passed on is assigned one of the following license privileges: ARIS Architect with Process Governance or wM Integration, ARIS Designer, ARIS Publisher, ARIS Viewer.

Procedure

  1. Click Specify substitution Specify substitution. The corresponding dialog opens.
  2. Enable the Active check box to activate the substitute immediately or start from a selected start date.
  3. Select a Start date and End date to define the period of time for which you want to be represented by the substitute. After this period has elapsed, the task is automatically re-assigned to the original assignee.

    You can specify only one substitution period for all substitutions.

  4. Double-click the table row of the user group for which you want to specify a substitute. The Select user dialog opens.
  5. Enter the first characters of the group, user ID, first name, or last name, and click Find. If hits exist for the current search, the results are displayed.
  6. To select a group or user, select the relevant element. If you select a group, you also need to select a user. Click OK. The Select user dialog closes.
  7. The selected user is entered in the Executor column of the Specify substitution dialog.
  8. To delete a substitution, click the relevant executor in the table, and select Delete.
  9. Click OK.

The options selected for the substitute are applied. Your new tasks are passed on in accordance with these options and their status is displayed as Passed on in your task list. The substitute receives an automatic notification by e-mail about the duration of the substitution or when the substitution is canceled, if this option is enabled in the ARIS Administration configuration.