Is it possible to set a time limit for delegation?

elila · ‎06-26-2014

Now the holiday period is approaching I am getting requests from people to give their roles (budget approver, change coordinator etc) to another person - but only for the 2-3 weeks that they are away. I can manually change it on the first day, then change it back on the last day, but surely there is a way to "delegate" for a time period - or is there?

What does everyone else do in these cases?

harikrish_v · ‎06-26-2014

Hi Elizabeth,

If you go to he Delegates form, you can see two fields "Starts" and "End" which are date/time fields where you can specify the duration for this delegation. If these fields are not present on the form, right click on the form header->Personalize Form Layout->Add these fields from Available to Selected and Save it.

Thanks & Regards,

Hari

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elila · ‎06-26-2014

Hi Hari - I just tried on our test environment and delegated approvals to an end user (no roles, no licence) and it was possible to save the delegation, but the end user still does not have the appropriate roles or licence, so it looks like I have to manually change the roles anyway, so I guess the Delegation part is a step that I don't need. I can see it would be useful if I needed to delegate approvals to someone who already has the necessary access, but for what I need it for now, its not relevant.

Thanks anyway for your answer

Wade Clairmont · ‎11-27-2014

Elizabeth, I had the same question, but it seems the system takes care of that for you. Most of our delegate approvers do not have ITIL roles assigned, however, they are able to view the approvals through the ESS portal - Account Settings, or approve via email. Unfortunately this still does not allow them to view the details in the system, so we modified the notification emails for approval to include all the required information so even the designated manager does not have to enter the system to know what they are approving.

Hope this helps.