Add Delegations Screen

Creates a delegation.

Figure: Add Delegations screen

Add Delegations screen

Video: Manage Your Organization

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, clickAccess Control > Delegations.

    Click Delegations
  3. On the Delegations screen, click Add Delegation.

    Click Add Delegation icon

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

Add
Function:
Creates the delegation.