In EMIS Web's Workflow Manager, you can allow specific users to view tasks assigned to other users without granting them access to all users’ tasks by configuring them as deputies.
Configuring Deputies
To set up someone as a deputy, you'll need to configure the Workflow Manager appropriately:
- Access the Workflow Manager Configuration screen via the EMIS Web menu, point to Workflow, then select Workflow Manager and click on Config on the ribbon.
- In the left-hand pane, locate the User Options section and select Out of Office Settings.
- Click on Add in the Manage Deputies section to select user(s) who will act as deputies.
- Select the required module(s) in the Module Permissions pane for which the user(s) will act as your deputy, e.g., Tasks.
- Click OK to apply the settings.
Tip: Enabling deputies ensures coverage for important tasks when a staff member is unavailable, optimising workflow and maintaining operational efficiency in your practice.
Viewing Tasks as a Deputy
Once configured, the selected users can view tasks for the specific users they have been assigned to deputise for, within the given modules. They need to use the Workflow View option and select My Tasks + Deputising For from the options. If the user is out of office, their name will appear in grey to notify others of their availability status.
By employing deputies effectively, not only do you address potential delays in task management during absences, but it also maintains a streamlined workflow without granting unnecessary access to all tasks across the organisation.
