Delegation

Objectives

• Understand the difference between ‘Account Level Delegation’ and ‘Record Level Delegation’.

• Learn how to set ‘Account Level Delegation’ and ‘Record Level Delegation’.

Delegation on DragOnce

DragOnce provides TWO delegation functions to end users.

Account Level Delegation

• Account Level Delegation can be configured in User Account Settings.

• Delegatee in Account level has all the roles and rights that the assigner has which means he/she can access ALL Apps and records as the assigner user account. 

• Delegation period can be defined. Delegator who do not enable ‘Specific Delegation Period’ will be considered as unlimited delegation period.

Record Level Delegation

• Record Level Delegation must be enabled in workflow state to use.

• Each delegation is only applicable in one record.

• Delegatee has the right to reject delegation.

• Delegatee cannot further delegate to other user.

# For the delegated records only

How to Set Delegation

Account Level DelegationScenario

You are going to have a 3-day leave from 17/6/2019 to 19/6/2019. You are deciding to delegate ALL your job duties to Peter (i.e. the delegatee). 

1. Assign Delegation for Account

1. Login your own account and go to the Launch Board. Mouse over the profile icon on the top right corner of the top menu bar. Click ‘Account Setting’.

2. In System Settings, Click icon next to Delegation and select the user you want to delegate your role to. The delegate in subscriber level has no right to reject delegation. 

3. Tick the box next to ‘Specific Delegation Period’ to assign delegation period. Click ‘Effective Time' to select the date of starting delegation and click ‘Expiry Time” to select the date of ending delegation. 

4. Click ‘Submit’.

Record Level Delegation

Scenario

You are the approver of the Leave Application Form. You want to delegate the act of approving or rejecting leave applications only.

1. Enable Record Delegation

1. Go to ‘Workflow Builder’ of ‘Workflow of Leave Application Form Page’. Click State ‘Pending for Approval’ and select "Configuration".

2. Click the setting icon next to permission. Apply Delegate- Only apply to the current stakeholder and change it to visible. Click 'Apply’. 

3. Click 'Save' in the Workflow Builder to save all changes.

Caution: The delegation function will be enabled in the configured workflow state ONLY.

2. Assign Delegation for Record

1. Open a Leave Application Record, click the ‘Delegate to’ button to assign a delegate.

2. Click to select delegates of this record. Click ‘Apply’. Click ‘Confirm Delegation’