Delegations allow a user (the delegator) to delegate assignments to another user (the delegate) for a definite time. Once delegated, all the assignments, roles and responsibilities associated with the delegator are allowed to be used by the delegate. The delegated work items or any authorities transferred to the delegate are the same as that of the delegator. During the delegation period, delegators can still hold their access to their assignments.
Note: You are allowed to transfer your authorities only to one user. To add a new delegation, you are notified to remove the previous delegation.
To manage delegations:
On the Global menu, click the Delegations tab and click Managed Delegation on the sub-menu.
Click New. The Basic Information section appears.
Provide the following fields and click Save.
| Field | Description |
|---|---|
| Start Date/ End Date | Select the start and end dates during which you would like to delegate your responsibilities to a user. |
| Delegate To | Use the Search button and select the user name to whom the delegation has to be transferred. Select a name and click Ok. |
After clicking Save , all your approval responsibilities will be transferred to the delegated user. If you would like to transfer some of your responsibilities for some entities to another user, you can do it by clicking Manage Delegation button on each entity (such as groups).
Delegations allow a user (the delegator) to delegate assignments to another user (the delegate) for a definite time. Once delegated, all the assignments, roles and responsibilities associated with the delegator can be used by the delegate. The delegated work items or any authorities transferred to the delegate are the same as that of the delegator. During the delegation period, delegators can still hold their access to their assignments.
You can view the delegations shared to you by others including their status, start and end dates, from whom it was delegated, and whether it is full or partial delegation. You can also view the delegations shared by you to others.
To view delegations:
On the Global menu, click the Delegations tab and click Shared Delegation on the sub-menu.
View the delegation status in Shared to me and Shared by me tabs.