Add Delegations screen (Classic Work Center)

Creates a delegation in Classic Work Center.

Figure: Add Delegation screen

Add Delegation screen

Prerequisites

Good to Know

How to Start

  1. Click Work Center.

    Click Work Center
  2. Click Inbox.

    Click Inbox
  3. Click the Delegations tab.

    Click Delegations tab
  4. On the Delegations tab, click Add Delegation.

    Click Add Delegation

Fields

Field NameDefinition

Originally Assigned To

Opens this Screen:
Specifies the user name to whom the task was first assigned.
Accepted Values:
A valid user name.
Default Value:
None

Delegated To

Function:
Specifies a participant to whom to temporarily reassign a task when the assigned participant is not available.
Accepted Values:
A valid participant name.
Default Value:
None

Description

Function:
A description of the delegation.
Accepted Values:
More than one line of text.
Default Value:
None

From

Function:
Specifies the date the delegation starts.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None

To

Function:
Specifies the date the delegation stops.
Accepted Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None

What days will the delegation apply?

Function:
Specifies if the delegation applies to the full range or specified days.
Accepted Values:
  • Full Range - Specifies the delegation for all days.
  • Specific Days - Specifies the days the delegation takes effect.
Default Value:
Full Range

Activate Delegation

Function:
Specifies whether a delegation is active.
Accepted Values:
  • Selected - The delegation is active.
  • Deselected - The delegation is not active.
Default Value:
Selected