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Workflow Delegation

Workflow Delegation

Overview:

Delegation allows for a specific Document Type assigned to the Original Reviewer/Approver to also be made visible to the Alternate Reviewer/Approver via their My Approvals list for a duration. Any action by the Alternate user will be based on their own mandate for that document type, not the Original user's mandate.

Screen Guide:

  • Add a + New Delegate to begin the process.

  • Pick which Document Type you want to delegate. You will need to create additional lines for each type needed.

  • Enter the Start and End Dates that the delegation should cover. It must start with today's date or a future date.

  • Enter the Original and the Alternative Reviewer/Approver to denote which user you want to transfer authority from and to.

  • The Effective field is ticked when the delegation is currently in effect.

  • Completed shows which delegations have ended.

  • Use the Bin field to tick which lines to delete, then click Save.

Next Steps:

Once the delegations are in place, when Workflows are submitted, both the Original and Alternate users will see the Original user's documents in their review list.

 

Related Pages:

Workflow

FAQs:

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