10.1.11. Delegation Management

In the Delegation Management form, users can delegate their task folders to other users.

*In the DBP, users have a set of task folders that belong to them and other separate task folders that belong to their assigned role(s). In this form, users can delegate their user tasks and/or their role tasks.

Adding Delegates

1. Add: This button allows users to add a delegate.
   • If selected, it will open a pop-up window with the following form:
     
     • Delegate User: This is a single-select dropdown field that retrieves the list of users from DBP. It allows you to select only one value at a time from the dropdown.
       • The user selected will have the task folders delegated to them.
     • Permanent: This is a checkbox which, if selected, allows for the task delegation to be marked as permanent.
       • If this checkbox is selected, the From Date and To Date fields will be hidden from view.
     • From Date: This is a date picker that allows users to input/select the start date of the task delegation period.
     • To Date: This is a date picker that allows users to input/select the end date of the task delegation period.
     • Folders That Delegatee Can View: In this section, users can select which folders will be visible/accessible to the delegate.
       • Users can use the search field to filter through the list of folders.
     • Save: This button allows users to save and add the delegate.
     • Cancel: This button allows users to cancel their changes and return to the main form.

*Selecting a parent folder will automatically select all of its child folders.

!A permanent delegation will make your selected task folders available to the delegate for an indeterminate period of time. A non-permanent delegation will make your task folders available to the delegate for a certain time period.

Once a delegate has been saved and added, they will appear in the grid of the Delegation Management form. If a permanent delegation has been set, there will be no finish date.

Editing and Removing Delegates

When a delegate is selected from the grid, users are provided access to the following options:

1. Edit: This button allows users to edit a delegate.
   • To edit, select the delegate from the grid and click on the Edit button.
   • Once you have made the required changes, click on the Save button.
2. Remove: This button allows users to remove a delegate.
   • To remove, select the delegate from the grid and click on the Remove button.
     • Users will be alerted of the action with the following confirmation message:
       
       • Click on either the Yes button to confirm the deletion or the No button to cancel it.