If a user is planned to be out of the office or otherwise unavailable to act on work items for a period, you (as security or system administrator) can automatically delegate new work items to other users.

To configure automatic delegation of user work items to other users, you must create delegation rules. these rules define when certain types of work items are delegated.
Users can also delegate own work items themselves. For more information on how to do so, refer to Delegate work items in a workflow.


Standard procedure

1. Go to Security and compliance > Inquiries > Workflow delegation.
2. In the list, find and select the desired user.
3. Click Add.
4. You can select one of these scopes for work item delegation:
- All - Delegate all work items that are assigned to the user.
- Module - Delegate only the work items that are related to a specific type of workflow. If you select this option, you must select the type of workflow in the Name field.
- Workflow - Delegate only the work items that are related to a specific workflow. If you select this option, you must select the workflow in the Name field.
  In the Scope field, select an option.
5. Only fill in the name field if the scope is Module or Workflow.
If the scope is:
- Module, select the module.
- Workflow, select the specific workflow to delegate.
  In the Name field, enter or select a value.
6. Define the user to delegate the work items to.
  In the Delegate field, enter or select a value.
7. Use the Start date/time and End date/time fields to specify when you want the work items to be automatically delegated.
  In the Start date/time field, enter a date and time.
8. In the End date/time field, enter a date and time.
9. Select the Enabled check box to activate the delegation rule.
10. In the Comment field, enter a comment that explains why you delegate the work items.
11. Close the page.
Related to Notes

Manage work item delegation

 

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