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.
You can specify the Begin and End dates, or leave them empty for an unlimited delegation period. They will be saved automatically.
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.
To refresh the delegation list, click the Refresh link above the list.
To add a new delegation, click the New delegation button. From the drop-down lists, choose All processes and All participants or a specific process and participant. Then, click on the icon to select and define the delegatee. The new delegation will automatically be saved after selecting a delegated user. At any time before choosing a delegate, you can cancel the new delegation by clicking on the Cancel button on the right side of the row.
To send or resend a notification of a delegation to the delegatee, click the icon next to the delegatee's name in the specific delegation row.
To change the delegated user of a delegation, click the icon, then filter and select a user from the list.
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
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
Delegation start date (inclusive); required if end date defined
Unlimited delegation period if empty.
End
Delegation end date (inclusive); required if begin date defined
Unlimited delegation period if empty.
