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If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users. This procedure helps you configure the system to automatically delegate your work items to another user.
The demo data company used to create this procedure is USMF.
Set up automatic delegation
- Go to Common > Setup > User options.
- Click the Workflow tab.
- Make sure the Delegation section is expanded. To configure the system to automatically delegate your work items to other users, you must create delegation rules, which specify when certain types of work items are delegated. Follow these steps to create a delegation rule.
- Click Add.
- In the Scope field, select an option.
- All – Delegate all work items that are assigned to you. 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 Delegate field, select the user to delegate the work items to.
- 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.
- In the End date/time field, enter a date and time.
- Select the Enabled check box to activate the delegation rule.
- If you selected Module as the Scope, then you must select the module in the Name field. If you selected Workflow as the Scope, then you must select the specific workflow to delegate in the Name field.
- In the Comment field, enter a comment that explains why you are delegating the work items.