Delegations
Delegations screen
This screen displays participant delegations on active or archived processes. Delegations cannot be added to processes that are under construction or in test.
A user can associate a delegatee with each process participant role displayed in this list. Delegations can be done for an unlimited period of time (if no date range is entered) or for a specific period of time (if a date range is entered).
Two types of delegations are possible: a global delegation of all the user’s roles to a person by selecting All processes and All participants, or a delegation on a role-by-role basis by selecting individual delegatees for each process participant role. Note that a role-based delegation can override the global delegation for that specific role and vice-versa.
With the new multi-delegation feature introduced in version 8, end-users can create multiple global and role-by-role delegations to different delegatees for different periods of time.
Administrative roles are not given to users through delegations, except for supervisors. Delegating a supervisor participant will give them only the permissions that the supervisor delegator has. For example, it won't allow the delegated user to access statistics in the Administration Module if they normally don't have this permission, only to view all the requests in the User Portal.
Search filter
Filter | Remarks |
Category drop-down list | Filter by process category |
Process drop-down list | Filter by process |
Active delegations | Filter by Active or All delegations |
Search | Launch the search and refresh the delegation list accordingly |
List of delegations
Columns | Remarks |
Checkbox | Select a delegation to delete |
Process | Process name |
Participant | Process participant name |
Delegatee | Delegatee's name |
Search for a user | |
Send a notification to the delegatee | |
Begin |
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End |
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Adding a delegation
You can specify the Begin and End dates, or leave them empty for an unlimited delegation period. They will be saved automatically.
Notifying the delegated user of a delegation
Changing to another delegated user
Deleting a delegation
To delete one or more delegations, check the checkbox to the left of the specific delegation row, then click the Delete button that appears above the list.
Refreshing the delegation list
To refresh the delegation list, click the Refresh link above the list.
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