Adjustment to substitution rule

General information

  • Activation of substitution: Manual activation by the absent employee or admin

  • No indication whether vacation or illness (for data protection reasons)

  1. Responsibilities & authorizations

  • The substitution only applies to individuals, not to teams.

  • As soon as an employee enters their absence, existing and new tickets are transferred to the substitute.

  • The substitute can close tickets independently without requiring subsequent approval from the original agent.

  • No restrictions regarding certain ticket types or content, i.e. all tickets can be taken over by the substitute.

  1. Notifications & transparency

  • The original editor remains informed of all status changes to their tickets, depending on their individual notification settings in Contentbird (e.g. via email or system notification).

  • Other persons or groups stored in the workflow are not informed automatically, but only manually by the substitute if required.

  • The substitute is entered in the ticket workflow as an agent; a separate identification as a substitute is not required.

  • The substitute receives an email with all open workflow tasks and "task tasks" (possibly?!)

  1. Special rules & exceptions

  • No restrictions regarding business hours or weekends - the substitution always takes effect as soon as an absence has been entered.

  • No automatic escalation if the substitute is not available or tickets remain unprocessed.

  • When the original agent returns, the tickets must be automatically taken over by them again.

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Status

Review

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Tags

Verbesserung

Date

4 months ago

Author

Maximilian Hoppe

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