You can temporarily designate another resource as your action items proxy using the Account Settings: Proxy page. As a proxy, the assigned resource receives, during the specified proxy period, action items, such as handling your regularly scheduled or urgent actions items while you are busy or away from the office.
During the period that an action item is due, the designated proxy sees the action item in their Action Items portlet on their Overview: General page.
Important! You must make sure the resource designated as your action items proxy has the appropriate access rights for the actions they will need to process. For example, if you designate a proxy to receive action items to approve timesheets, the proxy must have the Timesheets - Approve All access right in order to process the action items.
If other resources have designated you as their action items proxy, then their names are listed in the Resources field on the Account Settings: Proxy page. Any action items that become due during the proxy period display in your Action Items portlet on your Overview: General page. One or more resources can designate you as a proxy.
To temporarily designate a resource as a proxy
The Account Settings: Personal Information page appears.
The Account Settings: Proxy page appears.
Specifies if you want to use a proxy.
Values: Do not use a proxy and Use a proxy
Default: Do not use a proxy
Specifies the resource being designated as your proxy. Click the Browse icon to select the resource you want to use as a proxy.
Defines the start date for the proxy period.
Defines the end date for the proxy period.
Your changes are saved.
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