Delegation

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.


On This Page
DelegationGeneral