Delegations screen

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

Figure: Delegations screen

Delegations screen

Video: Getting Started with Work Center

Prerequisites

How to Start

  1. Click Work Center.

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

    Click Delegations

Fields

Field NameDefinition

Delegate

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

Search Delegations

Function:
Does a search of your delegations.

View All

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

Show Inactive Delegations

Description:
Specifies whether to show both active and inactive delegations.
Allowed 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

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

View Delegated Tasks View Delegated Tasks icon

Opens this Screen:
View Delegated Tasks screen
Function:
Shows a list of tasks associated with an active delegation.
Limitations:

This field is available in these releases:

Edit

Description:
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.
Allowed Values:
Read only.

To

Description:
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.
Allowed Values:
Read only.

Start Date

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

End Date

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

Week Days

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

Status

Description:
Shows the status of the delegation.
To Open this Field:
  1. Select a delegation.
Allowed 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.
Allowed Values:
Read only.