Delegation

Users may use the Organization Review document to establish a delegate for a current member of the Organization Reviewer or Organization Accounting Reviewer role. Delegates inherit all responsibilities of the role member they're associated with.

To create a delegate:

1.     To create a delegate, use the Organization Review lookup Description: _searchicon to find the member you want to create a delegate for.

2.     Click the create delegation link.

The system creates a new Organization Review document that copies all the fields in the Organization Review tab from the selected member role and renders them uneditable.

All values on the Assignee / Delegation tab are also copied. These values may be edited.

More:

Process Overview