Overview


The Delegation module is used to delegate tasks to a user (delegatee) in the system when the delegator is unavailable (on leave or has left the organisation for example). Tasks currently assigned to the delegator from all modules will be accessible to the delegatee provided that the delegatee also has access to those modules. 


Delegation Workflow Diagram



An out-of-the-box workflow of Document forms consists of these steps:

  • Draft
  • Approval
  • Approved
  • Cancelled


Delegation Form Sections and Fields

  1. Delegation Details Section




Fields

Field Explanation

Delegator
  • Allow selection from all available users in the system.

  • Mandatory field

Delegatee
  • Allow selection from all available users in the system.

  • Mandatory field

From
  • Allow selection from a calendar.
  • This is the date from when the delegation is going to be active
  • Mandatory field

To
  • Allow selection from a calendar.
  • This is the date till when the delegation will be active

Reason
  • Allow free text entry.
  1. Status Section



Field

Field Explanation

Activated?
  • Set automatically when the Delegation is Approved (routed to the Approved step)

Task
  • Read only text, displays the Step of the process that was completed by the Delegatee on behalf of the Delegator

Link
  • Read only link field, displays a link to the relevant process/task(document) that was actioned by the Delegatee 

Date and Time
  • Read only date and time, displays the date and time the process/task was actioned