ProcessMaker 4.1
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Advanced User Package
Establish hierarchy in your organization to be able to escalate Tasks to an assignee's manager, delegate work to another user, and schedule working hours for each user.

Overview

The Advanced User package must be installed.
Use the Advanced User package to establish managerial and work-delegation relationships within your organization by configuring managers to users and groups. Set working schedules for each user, and configure to whom to delegate work when that user is out of the office or outside of scheduled working hours.
The Advanced User package has the following features:
    Configure the manager for each user and for each group. Form Task elements and Manual Task elements within Process models can then be configured to escalate to the manager for that Task assignee. For example, design a Process such that if the Task assignee does not complete a Task within a day of it being assigned, route that Process to the Task assignee's manager.
    Use the Schedule status for each user to set the schedule for each user to be available to work on Tasks. In doing so, set which days of the week and hours of those days in 24-hour format each user is available. The Schedule status becomes that user's status when viewing users in the organization.
    Use the Out of Office status for when a user is not available to work, such as when that user takes leave. The Out of Office status becomes that user's status when viewing users in the organization.
    Configure for each user to whom to delegate work when that user is not available in the following circumstances:
      That user has the Out of Office status: Newly assigned Tasks automatically reassign to the delegated user.
      That user has the Scheduled status: Newly assigned Tasks automatically reassign to the delegated user when those Tasks are assigned when the initial Task assignee is not scheduled to work.
    Assign a Task to the owner of the Process. Use this Task assignment type in Process model design as a fail-safe for the following circumstances in Request workflow:
      The Request routes to a Task assignee whose user account is inactive.
      The Request routes to a Task configured to route to the Task assignee's manager, but that user is not configured with a manager.
      The Request routes to a Task assignee in which that user's account is set with the following statuses:
        The user's account is set to Out of Office status, but not configured with a delegated user to assign new Tasks.
        The user's account is set to Scheduled status, is not scheduled to work when the Task is assigned, and is not configured with a delegated user to assign new Tasks.
      The owner of the Process is assigned the Task in that Request, and can indicate how to route that Request.
    Configure to escalate a Task to the Task assignee's manager. Use this setting to assign that Task to the Task assignee's manager. For example, assign a Task based on who is the Request starter, previous Task assignee, User ID, or other options.
    Configure when to broadcast Signals for user events. When a user account is created, deleted, read, and/or updated, optionally broadcast a Signal of that event. Signal-type BPMN 2.0 elements listening for Signal events in your Process models can then trigger. For example, each time a user account is created, enable the Create user Signal to trigger a Signal Start Event element in a Process model that starts a Request to onboard a new employee in your organization.
    Add extended user properties become settings in all user accounts. For example, to add user properties labeled Employee ID and Hire Date to enter each employee's ID number and hire date.
See the following topics regarding how to use the Advanced User package:

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