Delegating a Request


Delegate a request when you want to assign a request to another user. When you delegate a request, you change the role assignments for it. You can also delegate the request to another Dimensions CM site.


PRIVILEGES  Delegate Request

In addition, your process model must define a list of candidate users.

The request must be owned by your site.

To delegate a request:

  1. In a request list, select one or more requests. You can select multiple requests if they belong to the same product.

  2. Select Request | Delegate or click the Delegate request button:Delegate_Change_Document_button.gif

  3. If you have selected multiple requests, deselect any that you do not want to delegate, and select the Roles tab

  4. From the Select the role to delegate list, select the role that you want to delegate.

  5. For Users, select the level of responsibility for the role:

  6. If you also want to delegate items that are related to the request(s), select Delegate related items.

  7. In the Available users list, select the user(s) to which you want to delegate the role and click Assign. You can select multiple users.

  8. To replace all the users in the Assigned users list with the selected user in the Available users list, click Replace.

    To remove the role assignment from a user, select the user in the Assigned users list, and click Remove.

  9. Click Close. The user that has been assigned to the request receives an email informing them that this change request is in their box.

Related Topics

Creating a Request

Browsing and Printing a Request

Delegate Requests Dialog Box