Delegations screen

Creates, changes, or deletes delegations.

Figure: Delegations screen

Delegations screen

Video: Manage Your Organization

Examples

How to Start

  1. Click Manage.

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

    Click Delegations

Fields

Field NameDefinition

Search Delegation Search Delegation icon
Function:
Does a search based on the specified delegation.

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

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

Clear
Description:
Clears the selected user in the Filter field.

Status
Description:
Specifies the status for the delegations to show.
Allowed Values:
  • Active - Shows the delegations that are active.
  • Created - Shows the delegations that are created, but not active.
  • Cancelled - Shows the delegations that are cancelled.
Default Value:
Active

Create
Opens this Screen:
Create Delegation screen
Function of this Screen:
Creates a delegation.

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 and time when the delegation starts.
To Open this Field:
  1. Select a delegation.
Allowed Values:
Read only.

End Date
Description:
Shows the date and time when the delegation ends.
To Open this Field:
  1. Select a delegation.
Allowed Values:
Read only.

Week Days
Description:
Shows the days where 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.

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