Delegations screen (Modern)

Lets you view and change the tasks that have delegations in Modern Work Center.

Figure: Delegations screen

Delegations screen

Prerequisites

Good to Know

How to Start

  1. Click Work Center.

    Click Work Center
  2. In the left pane, click Delegations.

    Click Delegations

Fields

Field Name Definition

Delegate

Opens this Screen:
Create Delegation screen (Modern)
Function:
Creates a delegation in Modern Work Center..

Search Delegations

Function:
Does a search of your delegations.

View All

Function:
Specifies whether to show the delegations in card view.
Accepted Values:
  • On - Shows the delegations in card view.
  • Off - Shows the delegations in carousel view.
Default Value:
Off

Show Inactive Delegations

Function:
Specifies whether to show both active and inactive delegations.
Accepted Values:
  • On - Shows both active and inactive delegations.
  • Off - Shows only active delegations.
Default Value:
Deselected

Filter

Function:
Shows the delegations in the list based on the users you select.

Clear

Function:
Clears the user you select in the Filter field.

Edit

Function:
Changes the information about a delegation.
To Open this Field:
  1. Select a delegation.

Remove

Function:
Deletes the selected delegation.
To Open this Field:
  1. Select a delegation.

From

Opens this Screen:
Shows the name of the first user to whom the task was assigned.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.

To

Function:
Shows the user name to whom to temporarily reassign a task when the assigned participant is not available.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.

Start Date

Function:
Shows the date the delegation starts.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.

End Date

Function:
Shows the date the delegation stops.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.

Week Days

Function:
Shows the days on which the delegation applies.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.

Status

Function:
Shows the status of the delegation.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.
  • Active - Shows the delegation is active.
  • Inactive - Shows the delegation is inactive.

Description

Opens this Screen:
Shows a description of the delegation.
To Open this Field:
  1. Select a delegation.
Accepted Values:
Read only.