When someone is on PTO, how best to manage switching their tasks and their proofing stages in WF Proof to their cover person

[CarrieDowning]

Curious how others handle this - always seems to be an issue for us. Let's say the designer (proof owner - the person who loads a proof into proofing workflow) is going on PTO and they have a proof that comes through with changes or gets approved while they are out. How best should this be handled with the person covering for them? Our designers always line up a cover person, so is it best to reassign their tasks on the project and also reassign to the cover person in WF proof on every project ahead of time (or just as the original designer goes on PTO?) We have reports/queues in place for our designers, Changes and Approved so they know which proofs have changes and which are approved and ready to move on. In the past when we've changed to the cover person, the cover person states that the project(s) don't hit their Changes or Approved queue. Are we doing something wrong in WF proof - should ownership be changed on the proof. Just not exactly sure how to do this so it just flows correctly as if the cover person was always the original designer to begin with and when decisions are made that project hit the cover person's queues appropriately. Maybe we're reassigning correctly but perhaps there is something in our report that is preventing it to flow seamlessly to the cover person. Thanks!

[Madalyn_Destafney · Accepted solution]

Hi there, in terms of task reassignment, have you looked into task/issue delegation? In Setup > Project Preferences > Tasks & Issues there is the option to allow delegation. More on this functionality here. 

For proof ownership coverage, take a look at this, but mind you it's only within the proofing area/site.
I'd do a task delegation and have the designers that could ever take over set to a supervisor proof permission level in their profile. This will allow them to upload a new version of a proof that they aren't the owner of/didn't originate - other proof permissions won't allow you to do that.

All I can think of for now, good luck!