Disabling Workflow Substitutions (as Admin)

Steps:

1. Navigate to Workflow Substitution in the main or quick launch menu.

2. Select the user(s) whose substitutions you wish to disable.

3. Click Disable.

You'll see options to:

  • Clear dates (default): clears all substitution date ranges, making the substitution inactive.

  • Optionally use Revoke Pending to remove any pending authorisation tasks from the substitute:

    • Before Date From: revokes pending tasks before the substitution starts.

    • All: revokes all pending tasks regardless of dates.

Click Apply to confirm changes.


Disabling “My Substitutions” (as a user)

If you’ve set up your own substitutes but need to disable them (for example, if you're back from leave):

1. Go to My Substitution via the main menu or quick launch.

2. Select the workflow(s) you want to disable substitution for.

3. Click Disable.

Choose from:

  • Clear dates to simply turn off the substitution.

  • Revoke Pending with the same options as above.

Click Submit to save your changes.


Admin Overrides: Centrally Enabling or Disabling Substitutions

Administrators have additional control and can centrally manage user substitutions — especially helpful if someone forgets to disable theirs:

  • Admins can enable or disable substitutions centrally for any user, providing a safety net for planned or unexpected absences.