Index
A digital process remains dependent on a person when vacation or time away blocks all decisions. Replacements need to be planned as part of the flow, without sharing credentials.
How to evaluate this decision
Define the start, end, scope and authority of the replacement. A substitute can only receive a certain category or decision limit, according to internal policy. Differentiate between temporary delegation and permanent role change. The system must preserve who performed each action and prevent temporary permissions from remaining valid after the authorized period.
Criteria for comparing proposals
- Configuration: record period, justification, original approver and authorized substitute.
- To-do: deciding whether already opened items are transferred and how to avoid two conflicting decisions.
- Return: end delegation, return queues when necessary and keep the history consultable.
A scenario to discuss with the supplier
Hypothetical example: the approver returns before the scheduled date and decides on an order that is also with the substitute. The application needs to ensure a valid transition and inform who completed the decision.
What to validate upon delivery
Test start and end of delegation, absence of substitute and attempted action outside the limit. Check authorization on the server, not just the presence of the button on the interface.
Prepare the conversation about the project
Take the authority and substitution rules already approved by the company to Quantum9. The work can connect absence calendars and decision queues, without automatically expanding the authority of whoever takes over temporarily.
Process automation · Map the company's priority