"Workflow Manager"allows Administrators or users having following privileges to delegate incomplete actions of one user on a form to some other user.
Privilege |
Action that can be performed |
Can Delegate Actions - Organisation |
Can Delegate Actions for all the users (except own) of the his/her organisation only |
Can Delegate Actions - Workspace |
Can Delegate Actions for all the users (except own) across all organisation of the Workspace |
Can Delegate Actions - Own |
Can Delegate Own Actions only |
The following lists the steps to delegate incomplete actions of a user on a form to some other user:
1. Select required Form Type from the Document Forms dropdown.
2. Select Distribution Report from the search filter as below:
3. Click on Advanced Search
4. Select Action Status as Incomplete
5. Select the name of the user for which the actions are to be delegated from the Recipient dropdown
6. Click on Search
All
the incomplete actions for the selected form type of the user will be
displayed.
7. Select the Actions that are to be delegated by marking the checkbox as ON or mark the Select All checkbox as ON if all the actions are to be delegated.
8. Click on 
icon.
All
the incomplete actions of the user which are selected will be displayed
as per the privileges the logged in user is having.
By
default 
will be selected for the
option of assigning due Action Due Date.
9. Select a user to which the actions are to be delegated from the Users dropdown.
The due date till which the user needs to complete the actions can be assigned to the selected user in 3 ways.
Select
if the due date are to be kept the same as the
original.
Select
if the due date is to be re-calculated from the current date.
Select
if
a new custom due date is to be defined. If you select option, then select the new due dates for each
action by clicking on the 
icon.
10. Click on the Continue button.
A
confirmation page displays the progress of the actions being delegated.
Once the actions are delegated, it will display the information about
the actions that were delegated.
The
listed actions will marked as cleared for the old user (the user for which
the actions are delegated).
The
listed actions will be assigned to the new user (the selected user to
which the actions are delegated) with the action due date same.
The
selected user will get new incomplete actions on the Workspace Home Page.
If
the user to which the actions are delegated does not have access to some
of the form types, the system does not delegate such actions and displays
the information at the bottom of the page.
A
will be displayed against the action in Action time column in the forms listing
instead of 
against the action which is
delegated.
Useful Tips
1)
Action on a particular document revision can also be delegated by clicking
on the icon available at the Distribution
History Page.
2) Actions of multiple users can also be delegated together, by searching for their incomplete actions accordingly.
FAQ's:
Q: I cannot delegate incomplete actions of user from other organisations though I have Can Delegate Actions – Organisation privilege assigned.
A: You need Can Delegate Actions – Workspace to delegate incomplete actions of users from other organisations active on the Workspace. Existing privilege assigned will permit you to delegate incomplete actions of users from logged in organisation only.
Q: I cannot delegate my own incomplete actions though I have Can Delegate Actions – Organisation AND / OR Can Delegate Actions – Workspace privileges assigned.
A: You need Can Delegate Actions – Own to delegate own incomplete actions.
Useful Links: