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 definition
|
Description | |
|
Role Member |
Optional. Use the Role Member
lookup |
|
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.
|
|
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. |
to search for and select the role
and role member you wish to add a delegation for.
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.
Process Overview