Delegation

The aim of delegations is to transfer approval tasks to another solver. We divide delegations into automatic and manual.

In automatic delegations, a rule is first created according to which tasks are automatically delegated. A typical example is the user's departure on holiday.

In this case, the user creates a delegation, where he selects the validity of the delegation and the delegate (the user to whom the tasks will be moved). From the moment the created delegation is valid, tasks will be delegated to the delegate. The type of delegation we chose when creating the rule determines which tasks will be delegated.

The default delegation type delegates all approval tasks.

Manual delegation allows a user to reassign his tasks to someone else.

Are only available as a bulk operation on the agenda of assigned tasks. Manual delegation can also be used in the administrator mode, where the user has the right to see all unresolved tasks, all users. In this mode, it must be clearly defined who is the delegator for the selected tasks. To do this, the administrator can use a filter, where he selects only one user whose tasks he wants to delegate. If this filter is used, the delegator will be pre-filled according to it after starting the bulk operation. The second option is to select the delegator manually.

Here it is important to remember that only those selected tasks will be reassign, where one of their solvers is the chosen delegator.