Delegating an Item

Purpose

Delegate an item when you want to assign an item to a user who does not currently have a role for the item. If an item is in your Inbox, you can delegate it to enable another user to action the item in your place. If you have the necessary privilege, you can delegate an item to override the existing privileges. For example, you could delegate an item to a backup person.

PRIVILEGES  Delegate item

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

To delegate an item:

 

  1. On the My Current Project tab or Items tab, select one or more items.

  2. Click the Delegate button.

  3. Use the Delegate wizard to assign a role to a candidate user.

For help with the Delegate wizard, click the Help button in the wizard.

Related Topics

Selecting Items

Delegate Wizard (Page 1 of 2)