In the administration tool, the users who belong to a role with access rights to Substitutes can administer replacements for other users.
To add new, remove and change existing substitutes in the system, go to Organization - Substitutes.
New substitute
This is how to add a new substitute:
- Click +New at the top of the page.
- Enter which user to be replaced and which user to be the substitute.
- Enter a date range and click Save.
View/change substitutes
There are two options for displaying substitutes:
Select the option you want to see and click View.
Show users that have substitutes
The list shows all users who have substitutes, click the user you want to see, and the following form opens:
The form displays the substitutes that are available for the selected user.
- To change the time period of a substitute, select one from the list, change the date, and click Change.
- To remove a substitute, select one from the list and click Delete.
- To add a new substitute for the selected user:
- Click on New
- Select the person to be the substitute
- Select the date range
- Click on Save
Show substitutes
The list shows all the substitutes that exist, click on the substitute you want to see and the following form will open:
The form lists the users that the selected substitute replaces.
- To change the time period of a user, select one from the list, change the date, and click Change.
- To remove a user, select one from the list and click Delete.
- To add a new user for the selected substitute:
- Click on New
- Select the person to be replaced
- Select the date range
- Click on Save
Remove expired substitutes
To easily remove all substitutes that are no longer current, click the Remove expired substitutes button.
All substitutes whose time period has expired are then removed from the system.