Delegations Screen

Manages delegations.

A delegation is a temporary reassignment of a human task to a different user. Delegations can be used, for example, to temporarily reassign a task when a user is out of the office.

Figure: Delegations screen

Delegations screen

Video: Manage Your Organization

How to Start

  1. Click Manage.

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

    Click Delegations

Fields

Field Name Definition

Add Delegation Add Delegation icon
Opens this Screen:
Add Delegations Screen
Function of this Screen:
Creates a delegation.

Edit Delegation Edit Delegation icon
Opens this Screen:
Modify Delegation Screen
Function of this Screen:
Changes a delegation.
To Open this Field:
  1. Select your delegation.

Delete Delegation Delete Delegation icon
Function:
Deletes the selected delegation.
To Open this Field:
  1. Select your delegation.

Cancel Delegation Cancel Delegation icon
Function:
Cancels the delegation.
To Open this Field:
  1. Select your delegation.

Status
Function:
Shows the status of the delegation.
Accepted Values:
Read only.
  • Running Running icon - Shows the delegations that are Running.
  • Created Created icon - Shows the delegations that are created.
  • Cancel Cancel icon - Shows the delegations that are Cancelled.

Originally Assigned To
Opens this Screen:
Shows the name of the first user to whom the task was assigned.
Accepted Values:
Read only.

Delegated To
Function:
Shows the user name to whom to temporarily reassign a human task when the assigned participant is not available.
Accepted Values:
Read only.

Start Date
Function:
Displays the date and time when the delegation starts.
Accepted Values:
Read only.

End Date
Function:
Shows the date and time when the delegation ends.
Accepted Values:
Read only.

Days
Function:
Shows if the delegation applies to the full range or specified days.
Accepted Values:
Read only.

Refresh Refresh icon
Function:
Updates the Delegations screen with the delegations from runningprocesses.