To effectively manage tasks when you are unavailable, configuring out-of-office settings and deputies in EMIS Web's Workflow Manager is essential. This ensures that tasks are dealt with appropriately, even in your absence.
Configuring Out-of-Office Settings
In EMIS Web, access the Workflow Manager Configuration screen. Within the User Options section, select Out of Office Settings. Here, specify whether you are currently in or out of the office. If you select out of the office, you can add a return date if known. This ensures that colleagues are aware of your availability.
Managing Deputies
Within the same configuration screen, navigate to the section for Manage Deputies. Select Add and choose the user(s) to act as your deputy. Assign module permissions for the selected deputies, specifying the Workflow Manager module they will oversee. For example, a deputy could be assigned to manage tasks in the Registration or Lab Reports module.
Assigning deputies ensures that important tasks continue to be managed smoothly, enhancing workflow efficiency and preventing bottlenecks when staff are unavailable.
Warning: If you enable deputies while you're in the office, it’s crucial to establish clear local procedures to ensure responsibilities are not duplicated or mismanaged.
Out-of-Office Indicators
When you set your status to out of office, an indicator shows at the bottom of the EMIS Web screen. Your name will also appear in grey in any task lists, signalling your availability status to others.
