K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Manager Configuration

Manager Configuration in K2 Workspace

The manager can access his subordinates' Out of Office settings from Worklist. To enable this feature, the Managed Users option has to be activated. This option is accessible from the Management Console by right clicking on the Workflow Server and selecting Edit Settings, then clicking on the Advanced Settings tab. Tick the option  Display Worklist of Managed Users and Save to apply the settings

The Managed Users feature can only be activated by a user with Administrative rights on the K2 Workflow Server

Fig. 1. Management Console - Managed Users

The K2 Out of Office configuration screen is accessible from the User Worklist > Manager view in K2 Workspace. The manager can click on the user in the tree-node in the menu on the left to edit any of their subordinates' Out of Office settings. The subordinate's Worklist will be displayed within the Manager's Worklist as can be seen from the picture below. Sam is the manager of Bob, and by selecting Bob in the Worklist tree on the left, he is able to view Bob's Worklist and configure Bob's Out of Office settings.

Fig. 2. Worklist - Managed Users

How to Edit and Activate a subordinate's K2 Out of Office settings

Open the Worklist tree in the menu on the left in Workspace

From here the manager can select and click on the user in the tree-node.

The selected user's worklist will open, click on the Out of Office Configuration icon

This will take the manager to the Out of Office Configuration screen.

Out of Office configuration screen

Feature What it does
Worklist tree-node From here the manager can click on the subordinate to edit any of his Out of Office settings. This will take the manager to the Out of Office Configuration screen of that subordinate.
Subordinates status Subordinates in K2 Out of Office status will be visible in the tree. (Green means in the office and red means out of office.)
If the manager clicks on a subordinate in the worklist, the manager will be able to see all worklists assigned to that user.
The Filters and Columns tabs are applicable to the Manager's worklist while the Out of Office tab is the selected subordinate's settings.  
See Also

 

 


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