Delegation Detail Screen

Creates or modifies a delegation. Delegation is the temporary reassignment of tasks to another user — usually a peer or subordinate. Delegation can be used, for example, to temporarily reassign a task when a user is out of the office.



Navigation

  1. Swipe the Main Menu Handle ().
  2. On the Main Menu, tap Delegations.

Field Definitions

Field Name Definition

Delegate To

Definition:
Specifies a participant to whom to temporarily reassign a task when the assigned participant is unavailable — for example, if the participant is out of the office.
Allowed Values:
A valid participant name.
Default Value:
None

From

Definition:
Specifies the date the delegation starts.
Allowed Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

To

Definition:
Specifies the date the delegation ends.
Allowed Values:
A valid date in the format [mm dd, yyyy].
Default Value:
None
Example:
11 30, 2013

Activate Delegation

Definition:
Specifies whether a delegation is active.
Allowed Values:
  • Selected - The delegation is active.
  • Deselected - The delegation is not active.
Default Value:
Selected

Coverage

Definition:
Specifies whether the delegation applies to the specified days.
Allowed Values:
  • Deselected - Disables the delegation for the specified days.
  • Selected - Enables the delegation for the specified days.
Default Value:
Deselected