Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Escalate or Delegate Tab

Use this tab to enable manual escalation of the approval step to a predefined Escalate to role, or to delegate completion of this step to a specific employee.

This tab is visible only to users who are members of the role assigned to the current activity or step.

Once you escalated or delegated this step, you may no longer see this tab as well as the Approve or Reject tab since the current activity is now assigned to a different role or user. Notifications via email are also sent to users belonging to the newly assigned role.

Contents

Field Description
Escalate to This field displays the role to whom you want to escalate this step.
Escalate Click this button to escalate this step to the role specified in the Escalate to field even if the step's estimated time of completion has not yet elapsed.
Escalated Time After you click the Escalate button, this field becomes visible and displays the date and time you escalated this step.
Delegate To Enter, or click to select, the user to whom you are delegating completion of this step.
Delegate Click this button to delegate this step to the user you specified in the Delegate To field.
Delegated Time After you click the Delegate button, this field displays the date and time you delegated this step.