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    Workflow Delegation User Guide

    Uploaded by

    Moranga Josphat
    This document provides a user guide for delegating workflow items in the Integrated Management System (IMS) implemented for the Liberia Electricity Corporation (LEC) by Indra. It describes how to set up automatic delegation by configuring the system to reassign work items to another user for a specified time period and scope. It also explains how to manually delegate a specific work item from a document by selecting the user to delegate to and adding a comment. The guide was prepared according to Indra's methodology for implementing Microsoft Dynamics AX and is intended for LEC users.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Workflow Delegation User Guide

    Uploaded by

    Moranga Josphat
    41 views12 pages
    This document provides a user guide for delegating workflow items in the Integrated Management System (IMS) implemented for the Liberia Electricity Corporation (LEC) by Indra. It describes how to set up automatic delegation by configuring the system to reassign work items to another user for a specified time period and scope. It also explains how to manually delegate a specific work item from a document by selecting the user to delegate to and adding a comment. The guide was prepared according to Indra's methodology for implementing Microsoft Dynamics AX and is intended for LEC users.

    Original Title

    DELEGATION MATRIX

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    This document provides a user guide for delegating workflow items in the Integrated Management System (IMS) implemented for the Liberia Electricity Corporation (LEC) by Indra. It describes how to set up automatic delegation by configuring the system to reassign work items to another user for a specified time period and scope. It also explains how to manually delegate a specific work item from a document by selecting the user to delegate to and adding a comment. The guide was prepared according to Indra's methodology for implementing Microsoft Dynamics AX and is intended for LEC users.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    41 views12 pages

    Workflow Delegation User Guide

    Uploaded by

    Moranga Josphat
    This document provides a user guide for delegating workflow items in the Integrated Management System (IMS) implemented for the Liberia Electricity Corporation (LEC) by Indra. It describes how to set up automatic delegation by configuring the system to reassign work items to another user for a specified time period and scope. It also explains how to manually delegate a specific work item from a document by selecting the user to delegate to and adding a comment. The guide was prepared according to Indra's methodology for implementing Microsoft Dynamics AX and is intended for LEC users.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 12

    An In dra co m pan y

    WORKFLOW DELEGATION
    USER GUIDE
    Integrated Management System (IMS) for Liberia
    Electricity Corporation (LEC)
    Contract Number IFB: LEC/LACEEP/CMS/2016

    July 2019
    This Training Guide was prepared in accordance with the designs as set out in the Project System Solution
    design (SSD) documentation as approved by LEC key users during the Analysis phase of the
    implementation project. This document is structured in accordance with INDRA’s methodology for the
    implementation of Microsoft Dynamics AX

    Integrated Management System (IMS) for Liberia Electricity Corporation

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    2
    DOCUMENT / FILE
    Title WORKFLOW DELEGATION USER GUIDE
    File Name LEC_MSAX_ERP_WORKFLOW
    _USER_GUIDE_v1.0_07242019
    Date 24/07/2019
    Version 1.0
    Client LEC
    Subject / Detail

    Logical Support

    Location

    DOCUMENT CHANGE CONTROL:


    Version Pages Date Reason for change
    1.0 07/24/2019 New document

    DOCUMENT DISTRIBUTION:
    Name Area
    LEC

    DOCUMENT CONTROL:

    Prepared By: Revised By: Approved By:

    Name Indra Functional Team

    Designation INDRA

    Signature

    Date 07/24/2019

    Integrated Management System (IMS) for Liberia Electricity Corporation

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    Table of Content
    1. Delegate work items (Enterprise Portal).................................................................................................... 5
    1.1. Set up automatic delegation...................................................................................................... 5
    1.2. Manually delegate a work item from a document.......................................................................9

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    1. Delegate work items (Enterprise Portal)
    If you will be out of the office for a period of time or will be unavailable to act on work items, you can
    delegate, or reassign, your work items to another user.

    You can configure the system to delegate your work items, or you can manually delegate a specific work
    item to another user.

    1.1. Set up automatic delegation

    Use the following steps to configure the system to delegate your work items to another user. You can
    specify which types of items to delegate and select the time frame when work items will be delegated.

    1. Click Employee Services on the top link bar, and then click Approvals.

    2. Click Approval Delegation. The Workflow delegation form is displayed.

    3. On the Action pane, Click Delegation

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    4. From the Scope list, select one of the following options:

    o All – Delegate all work items that are assigned to you.

    o Module – Delegate only the work items related to a specific type of workflow. In
    the Name field, select the specific type of workflow.

    o Workflow – Delegate only the work items related to a specific workflow. In the Name field,
    select the specific workflow.

    Integrated Management System (IMS) for Liberia Electricity Corporation

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     From the Delegate list, select the user who you are delegating your work items to.

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     Use the Start date/time and End date/time fields to specify when the work items should
    be delegated.

     To activate these delegation settings, select Yes in the Enabled field.

     Enter a comment that explains your reason for delegating the work items.

     Click Save and close.

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    1.2. Manually delegate a work item from a document

    Use the following steps to manually delegate a work item when you are viewing a document.

    1. View the document for which you are assigned a work item e.g. Purchase Requisition.

    2. On the workflow message bar, click Actions > Delegate. A dialog box appears.

    3. Select the user to delegate the work item to.

    4. Enter a comment that explains your reason for delegating the work item.

    Integrated Management System (IMS) for Liberia Electricity Corporation

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    5. Click Delegate.

    Integrated Management System (IMS) for Liberia Electricity Corporation

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    An In dra com p any
    Persona de contacto
    [email protected]

    Avda. de Bruselas 35
    28108 Alcobendas,
    Madrid, España
    T +34 91 480 50 00
    F +34 91 480 50 80

    www.minsait.com

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