Setting availability dates

You can define date ranges for planned absences, such as vacations, in your application. By sharing your availability with your team, you can ensure that assignments are routed to a substitute user or team until you return to work.

  1. In the Case Worker portal, click your avatar to display a menu of options, and then select Profile .

    Note: To find the avatars of your team members in the Case Manager portal, click a team name on the Teams page.

  2. Click Actions > Availability to open the Availability dialog box.

  3. Click Add dates when unavailable.

  4. In the From and To fields, enter dates that signify when you are unavailable.

  5. In the Substitute operator type list, select whether a specific user or team receives assignments while you are absent.

  6. To define custom logic that decides how assignments are routed, enter the name of a decision tree in the Decision tree to find substitute field.

  7. In the Default to assignee field, press the Down Arrow key and select the name of a user who receives assignments when your application cannot find a valid substitute user or work queue.

  8. Click Submit to close the Availability dialog box.