Setting up an Out of Office Assistant

You can set up the Out of Office Assistant to reassign planning units that arrive while you are out of the office.

With the Out of Office Assistant, you can set the following actions that can be automatically taken on planning units assigned to you while you are away.

  • Promote: The planning units are promoted to the next owner or level in the promotional path.
  • Reject: The planning units are rejected and returned to the previous owner.
  • Delegate: The planning units are delegated to a user of your choice.
  • Submit: The planning units are submitted.

To set up the Out of Office Assistant:

  1. In the Manage Approvals panel, click Out of Office Assistant, Out of Office Assistant button.
  2. In the Out of Office Assistant dialog, select the I am currently out of office check box.
  3. Select an action and the next owner to manage the planning units that arrive while you are out of the office.
    For example, if you select the Delegate option, select the owner to whom the planning units must be delegated from the Select Next Owner list.
  4. Optional: In the Enter Annotation field, enter an annotation for the planning units.
    This annotation is seen in the Planning Unit Details section under the Annotations tab.
  5. Click Submit.