IT Service Management (ITSM)
FIELD SERVICE MANAGEMENT (FSM)
Customer Service Management (CSM)
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Delegation is the process of assigning one's authority to another person to carry out specific tasks or responsibilities. In a management context, when a manager entrusts certain duties, such as approvals, to their team members, this is considered delegation. This process empowers employees and ensures efficient workflow.
Navigate to Administration > Delegations in the left navigator.
Click on the 
button on the top ribbon of the view.
General
All the information related to the Delegation will be present in this tab.
| Fields | Description |
|---|---|
| User Name | Specify the name of person who created delegation. |
| Delegate Start | Enter the first date you need someone to monitor your approvals. |
| Delegate Until | Enter the last date you need someone to monitor your approvals. |
| Delegate To | Select the person who will perform the approvals |
| Module | Specify the name of the module. |
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