Delegation
NOTE: This function is only available if the module Identity Management Base Module, Business Roles Module or System Roles Module is installed.
In the Delegations menu, you can cancel and delete delegations. All your delegations are listed here. You can cancel and delete approved delegations. These delegations are marked with the Approved status.
You can only delete delegations which are not approved. Unapproved delegations have the status Request or Assigned. The delegation status is displayed in the detailed content view.
You can see the current status and validity, amongst other things, for every single delegation in the detailed content view. You can run the following action or get information.
To open the "Delegation" menu.
- Open the menu Responsibilities | Delegation and click Delegation.
Adding new delegations
You can add new delegations it he Delegation menu.
To add a new delegation
- Open Delegation and click New delegation.
This opens the wizard for delegating role memberships and responsibilities. The Select a recipient view is selected.
- Select a recipient of the delegation with Assign and click Next.
- Mark the role you want to delegate in Select roles and click Next.
Roles that have already been delegated can delegated again. You can also delegate several roles at the same time, as long as you want to delegate them to the same person.
Enter additional information is now visible.
- Configure the following settings in Enter additional information and click Save.
Table 76: Additional information for delegation
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Valid from |
Start date and time of the delegation. |
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Valid until |
Expiry date and time of the delegation. |
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Notify me if the recipient of the delegation makes a decision. |
If the option is set, you receive a message in this case. |
|
The recipient can delegate this role |
If the option is set, the recipient of the delegation can delegate the role to someone else. |
|
Reason |
Field for entering a reason for delegating. |
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Priority |
Menu for selecting a priority.
The following priorities are available:
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Delegations cannot be changed later. If you should want to make a change, you must withdraw the delegation and set up a new one.
Deleting delegations
You delegations are displayed in the Delegation menu. You can limit the number of delegations displayed by filtering them. You can apply a filter to the column Type, for example. Here you can filter the assignment type by the following:
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Employee manager
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Role manager
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Business owner
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Membership
You can delete single or multiple delegations at the same time. You can also delete all delegations in one just step.
To delete one, several, all visible or your own delegations
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Open Delegation.
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Use a filter and then mark the item you want in the result list.
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Perform one of the following tasks.
Table 77: Ways of deleting delegations
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Delete a single delegation |
- Highlight the delegation you want to delete and click
 .
- Repeat this step for each of the delegations you want to delete at the same time.
|
|
Delete all visible delegations |
NOTE: Click  to deselect the marked delegations. or click  to individually deselect marked delegations.
All visible delegations are deleted from the list. If the filter returns more than one page of results, they are displayed on subsequent pages. |
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Delete your own delegations |
- Click Delete my delegations.
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- Click Delete delegation and confirm the prompt with Yes.
Delegation history
In the delegation history, you can view all the delegations that you have been issued or have issued yourself.
You will see the name, type, validity of the delegation and to whom it was delegated in the list of delegations.
For each delegation, you can obtain more information on the Information, Workflow, Compliance and Entitlements tabs in the detailed content view.
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