Configuring Workflow

Designating Proxies

You can designate proxies who can submit or process requests for you.
The system administrator can prohibit users from appointing a proxy applicant or a proxy approver.

1

On the "Personal settings" screen, click "Setting of each application" > "Workflow", and then click "Proxy Settings".

2

Click "Change" on the "Proxy settings" screen.

3

Select a proxy applicant and a proxy approver, then click "Save".
When you add or remove proxies, the users appointed as the proxy applicant or proxy approver are not notified.

Tip
  • You can designate only one proxy applicant and one proxy approver.

  • You can select the same user for a proxy applicant and an approver.

  • The delegator can operate the following action for the request that have been submitted by the proxy applicant:

    • Viewing, withdrawing, canceling, and reusing requests

  • The requests that are processed by the proxy approver are removed from your Unprocessed list on the "Workflow (Recent)" screen.

E-mail Notifications for Request Processing

When you set up e-mail notifications, you can receive processing updates for the following:

To notify the process contents of the request by e-mail, the system mail account must be set up by the system administrator.
The system mail account is used as the originating address of the notified request.

1

On the "Personal settings" screen, click "Setting of each application" > "Workflow", and then click "E-mail notification settings".

2

On the "E-mail notification settings" screen, edit the entries as desired, then click "Save".
The following entry fields are available:

  • E-mail notification: Select whether you want to be notified

  • E-mail address to receive notifications
    Multiple e-mail addresses can be set, delimited by a comma (,).

Tip
  • The character encoding of e-mail notifications can be edited by each user.
    "Setting Up Localization Related Items"

  • When a proxy applicant submits a request, an e-mail notification is sent to both the proxy applicant and the actual applicant.

  • The proxy approver does not receive an e-mail notification.