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Secretary Views

edited Jul 29, 2019 6:24PM in EPM Platform


Looking for advise/guidance from other users/corporations.....

We are researching to see if there are any roles and/or rules that we can provide our administrative assistants the ability to view what is in their VP's worklist, without the ability to take action upon invoice, job req, etc. I opened an SR with Oracle and they recommended setting the VP up on vacation mode and putting the secretary as a delegate.  Then both the secretary and VP would be notified, but this would allow the risk of the admin approving notices when they shouldnt be.  The last note was "I do not believe there is a way for the assistant to 'shadow' the

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