Task sets - overriding tasks

Yahoo Archive
1
Its resolved:
I thought this was as simple as assigning it to another user. I
wasn't sure because the task itself _requires_ a given role and
managers may not have the employee's role, but a manager role.
However, just assigning this to another user inside of the "Task
List" screen wasn't doing it for me. Then I realized the user I was
assigning it to didnt have an authorized user set on the workforce
entry, so they couldn't see the task.



--- In vantage@yahoogroups.com, "adamtuliper" <amt@...> wrote:
>
> Is there a way to have a task set be dynamic or overriden, for
> instance:
> 1. current task set exists
> 2. a manager needs to override a step.
> 3. we want auditing of this - proof of the person that completed
the
> task or overrode the task (but we don't want the non-manager
employee
> to complete this task - since its really not 'complete'. We want
the
> manager to do it so we have record of who did this.
>
> Sometimes a process in a quote needs to be overridden by a higher
> power. So, we need to way for the higher power to approve it. Would
> we just include that higher power as an authorized user for some
> user, and they can then approve a task step. Its a circumventing of
> the process, I know... but unfortunately it exists. Sometimes
certain
> orders don't need the full order review process for maybe a simple
> item or are rushed. We could have a similiar task set chosen, but
> this doesn't show any signoff and there tends to be finger
pointing,
> so we want the actual approval there.
>
> Would we just add an authorized user (of the manager) to the normal
> person who would handle that task?
>
> Thanks!
>
2
Is there a way to have a task set be dynamic or overriden, for
instance:
1. current task set exists
2. a manager needs to override a step.
3. we want auditing of this - proof of the person that completed the
task or overrode the task (but we don't want the non-manager employee
to complete this task - since its really not 'complete'. We want the
manager to do it so we have record of who did this.

Sometimes a process in a quote needs to be overridden by a higher
power. So, we need to way for the higher power to approve it. Would
we just include that higher power as an authorized user for some
user, and they can then approve a task step. Its a circumventing of
the process, I know... but unfortunately it exists. Sometimes certain
orders don't need the full order review process for maybe a simple
item or are rushed. We could have a similiar task set chosen, but
this doesn't show any signoff and there tends to be finger pointing,
so we want the actual approval there.

Would we just add an authorized user (of the manager) to the normal
person who would handle that task?

Thanks!