Create Delegation screen

Creates a delegation.

Figure: Create Delegation screen

Create Delegation screen

Video: Manage Your Organization

How to Start

  1. Click Manage.

    Click Manage
  2. In Manage Center, click Access Control > Delegations.

    Click Delegations
  3. On the Delegations screen, click Create.

    Click Create

Fields

Field NameDefinition

From

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

To

Description:
Specifies a participant to whom to temporarily reassign a task when the assigned participant is not available.
Allowed Values:
A user name from the list.
Default Value:
None

Description

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

Start Date

Description:
Specifies the date the delegation starts.
Allowed Values:
  • A date in the format dd/mm/yyyy.
  • A date from the date picker.
Default Value:
None

End Date

Description:
Specifies the date the delegation stops.
Allowed Values:
  • A date in the format dd/mm/yyyy.
  • A date from the date picker.
Default Value:
None

Active / Inactive

Description:
Specifies whether a delegation is active.
Allowed Values:
  • Active - The delegation is active.
  • Inactive - The delegation is not active.
Default Value:
Inactive

Week Days

Description:
Specifies if the delegation applies to the full range or specified days.
Allowed Values:
  • All - Specifies the delegation for all days.
  • Specific Days - Specifies the days the delegation takes effect.
Default Value:
None

Create

Function:
Creates the delegation.