You can assign the delagates for active users or providers to act on your behalf.
- From the Admin menu, select Work Flow Manager, and then Administrator.
The
Work Flow Manager: Administrator window opens.
This window contains tabs for Providers, Users, and their office status. The Providers tab opens by default.
- To assign a delegate for a provider, select the provider name on the Providers tab.
- To assign a delegate for a user, select the Users tab, and then select the user name.
- Select Modify.
The
Work Flow Manager: Administrator window opens.
The window shows the name and office status of the selected provider or user. The In the Office status is selected by default.
- If the provider or user is not in the office, select Out of the Office. You can also set up a schedule for out-of-the-office time.
- To change the provider or user to set up delegates for, select the Provider or User, and then select the new name from the list.
- Delegate the PAQ tasks and workflow tasks. For a provider, you can assign delegates for both types of tasks. For a user, you can delegate only workflow tasks.
