Contents
Out of office
Updated
by Caroline Buckland
The purpose of this screen is to allow you to set up a temporary re-direction of Business Event Notifications from Financials to someone else in your organisation, typically for short periods of absence such as holidays. Your internal procedures should ensure that the people you nominate do have the necessary security permissions to enable them to action the events being re-directed to them. For example, Authorisation of documents, the proxy user will need to be nominated as a parent or have the same rating in the Structure hierarchy.
Access the Out of office screen
User Out of Office Proxy Setup.
Enter the User Id you wish to send the messages too, including From and To Dates.
You can also flag the Keep Original BEM to keep copies of any BEM Messages which are subsequently forwarded on.
Transfer events for the diary screen to another user
Access the Diary List screen, from the More: Diary>Worklist action.
The following screen is displayed.
Nominate the User to transfer your events too
Select a line on the diary list then select the ‘Transfer From’ button.
The from field will then default to your user ID.
Enter the Date From and Date To followed by the User Id of the user you wish to transfer you actions to in the User To field.
Update the transfer
Select the Save button – you will receive a message to indicate the transfer will be performed in the background.
Using the Selection Window
The selection window can be used to retrieve actions specific actions.
Access the Search tab.
Only the relevant actions are listed here.
Below lists which fields
Date from and To – enter from and to dates to receive specific events
Object – use the prompt to search for certain events e.g. order authorisation events only
Source User – enter the user id of the originator of the diary event
Action User – enter the action user who is responsible to action the event
Flag All Entries - to include diary entries regardless of the action user.
Flag Include Complete – to include diary entries with a status of 'complete' in the list. If blank only entries that are outstanding will be included on the list.
Select Search once your selection is complete.
Procurement Portal Out of Office
Access the Out of Office screen
The steps below describe the process.
Select the down arrow Icon on top right hand of the screen against your name and then select the option ‘Out of Office’
Selecting an Alternative Use
Select the button ‘Add an Alternative User’.
Search by entering a user name in the User Id field.
Enter From and To dates.
Once complete select the Save button.
A message will be displayed to confirm the action.
All proxy users will be listed. To delete any old details select the Delete icon.
Use Edit icon to make any changes.
