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.