Delegations Section

Delegations allow you to set a user as a primary or secondary delegate for a current member of a role. The delegate has the same permissions as the role member and is able to act on action requests generated for the role member by KIM.

Delegations section definitions:

Title

Description

Role Member

Optional. Use the Role Member lookup Description: _searchicon to search for and select the role and role member you wish to add a delegation for.

Active From Date

Optional. If this delegation is to be effective as of a certain date, enter that date here.

Active To Date

Optional. If this delegation is to terminate as of a certain date, enter that date here.

Note: Note that there is no way to delete a person's delegation. To remove a person from a role, use this field to specify a date in the past.

Delegation Type Code

Optional. This defines how the delegate will be able to access workflow action requests generated to the delegating role member. Options are 'Secondary' (the user must use the secondary delegate action list filter to view action requests) and 'Primary' (action requests will route directly to the delegate's action list).

Actions

Click the Add button to add this delegation data.

More:

Process Overview