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This section guides you through using the interface on the BPMN explorer to perform user substitution. For more information about user substitution, see Substituting a User.

 

Adding a substitute

  1. Login to the BPMN explorer and select the Substitutions tab. 
  2. Click on Add Substitute and fill in the following fields.
  3. You can now see the substitution record you just added listed under the My Substitutions Information section. The Substituted Assignees section lists the substitution records where you (the logged in user) is a substitute for another user. 

    • To deactivate the substitution, click the Deactivate button next to Substitution Status.This will deactivate the substitution regardless of the time period.
    • To update the existing substitution, click on the Update button.

Updating a substitute

  1. Login to the BPMN Explorer and select the Substitutions tab.
  2. The existing substitute and substitution details will appear under the My Substitutions Information section. 
  3. Click on the Update button to update this substitution record. 
  4. Change the details you wish to change and click Update. 

Deactivating a substitute

  1. Login to the BPMN Explorer and select the Substitutions tab.
  2. The existing substitute and substitution details will appear under the My Substitutions Information section. 
  3. Click on the Deactivate button. This will deactivate the substitution regardless of the specified time period. 
  4. The substitution status will change to "Inactive". You can re-activate this substitution by clicking on the Activate button again. 

Substitute Admin view

  1. Login to the BPMN Explorer and select the Substitutions tab.
  2. Click on the Go to Substitutions Admin View button. You will see all substitution records of all users (i.e, not just the currently logged in user) listed under the Substituted Assignees section. 

    • Click on the relevant row to update an existing substitution record. 
    • Click on Deactivate for the relevant substitution to deactivate it. 
    • Click on the Add Substitute button to add a new substitution for any user. 

    Note: This button and view is only visible when the user has substitution permissions.

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