4.12.6.2.1 Delegating Collaboration Request

The delegate feature in collaboration empowers the Author to transfer their responsibilities to another user seamlessly.

How to Delegate a Collaboration Request:

1. Navigate to Post: Go to a post where you are assigned as an Author.
2. Click on Delegate: Click on the Delegate button.

3. Search for Resource: Search for the user to whom you want to delegate the responsibility. Users can also use the Tree Selector ( ) to explore the Organization Hierarchy and select a resource from there.
4. Select Resource: Choose the desired user from the search results.

5. Save Changes: Click ‘Save’ to finalize the delegation. The delegated user will then become the new Author.

Additional Rules & Limitations:

1. Collaboration:
   • The Author will find a “Delegate” option button in the collaboration tab of specific change requests on all modules (except for Collaboration and Governance modules).
   • Users can assign a resource other than themselves. If a selected resource is already assigned, a message will inform the user.
2. Home Page:
   • Delegated tasks appear under the delegated Author’s My Action and My Pending Action widgets on their home page.
   • Once a user delegates their tasks to another user, those delegated tasks no longer appear under their My Action and My Pending Action widgets.
3. Notification:
   • When a user is delegated as an Author, they receive notifications for their new tasks.
   • If a user delegates their task as an Author, they do not receive notifications for the new tasks.