Vodori uses delegation periods to forward work from one team member to another while the original assignee is out of office. Assigned delegates have the ability to complete tasks on a team member's behalf during the specified date range. A user with the appropriate permissions can create and manage delegation periods on behalf of its users in the event of an unexpected outage or forgotten delegation.
- View delegations
- Create a delegation period
- Change the end date of a delegation
- Cancel a delegation
- Inform users that a delegation period was created or modified on their behalf
View delegations
- Navigate to your profile and select “Delegation”
- If you have the relevant permissions, you will see two tabs: “Your delegation periods” and “Manage all delegations”
- Select “Manage all delegations”
- View all current and upcoming delegation periods
Create a delegation period
- Select “New delegation period”
- Select users and the delegation period date range
- Click “Save changes”
Change the end date of a delegation
- Select the three dots menu to the right of the delegation you’d like to modify and select “Change end date”
- Indicate a new date (this cannot be in the past)
- Click “Save changes”
Cancel a delegation
- Select the three dots icon to the right of the delegation you’d like to cancel and select “Cancel delegation”
- Click “Cancel delegation”
Inform users that a delegation was created on their behalf
When a delegation period is created or modified on behalf of another user, the new delegation period will appear in the “Your delegation periods” section of the selected delegator’s profile. It will indicate who has created or modified the delegation period.
Comments
0 comments
Article is closed for comments.