Delegate to User Dialog

This dialog box appears when you drag and drop requests onto a user in Serena Explorer. You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog.

Field

Description

Primary option

Select to assign to the user primary responsibility for the request.

Secondary option

Select to assign the user as a backup to the user with primary responsibility for the request.

Leader option

Select to assign to the user sole responsibility for the request.

Roles to delegate list

Select the roles that you want to delegate.

Delegate related items checkbox

Select to also delegate any related items.

OK button

Click to complete the dialog box.

Delegating Requests to Users

Delegating Requests

Delegating Requests Using Drag & Drop