Assign a Surrogate

You can assign someone to receive your PCMM notifications from the notification distribution list while you are away during stated times. A surrogate receives notifications for a specified position of a team during a specified date range and can act upon the notifications.

  1. From the Modify an Existing Position page, scroll down to the View Surrogate Staff Assignments section. (See the Update a Position Profile section for more information, including how to navigate to this page.)
  2. Click the plus (+) sign next to the table title to display the contents of the table.
  3. Click the Assign Surrogate button to display the Create Surrogate Staff Assignment window.
  4. Enter at least three letters of a last name and click Search.
  5. Choose a staff name and click the Select (blue check) icon.
  6. Click Submit or Cancel to cancel.

 

See also:

View/Edit Surrogate Staff Assignments

Create a Position Profile

Update a Position Profile