Delegation Configuration Checklist
You can configure delegation options and settings in accordance with your company's delegation requirements.
The table below describes the options and settings available to you.
| Screen/Field | Setting | Functionality |
|---|---|---|
| Configure General Settings/Restrict Delegation | Selected | Restrict functional role to delegate to only one other functional role. |
| Configure General Settings/Restrict Delegation | Unselected | Allow any functional role to delegate to any other functional role. |
| Manage Security Roles/Allow Delegation | Selected | Allow employees with this security role to delegate tasks to other employees. |
| Manage Security Roles/Allow Delegation | Unselected | Employees with this security role cannot delegate tasks to other employees. |
| Manage Functional Roles/Allow Delegation | Selected | Allows employees to delegate this functional role's tasks to other employees. |
| Manage Functional Roles/Allow Delegation | Unselected | Employees cannot delegate this functional role's tasks to other employees. |
| Manage Functional Roles/Functional Role Lookup | Disabled | Field will be disabled if Allow Delegation check box is not selected. |
| Manage Functional Roles/Functional Role Lookup | No selection made | This functional role can delegate to any employee that is set up as a "Supervisor" in the selected employee group. |
| Manage Functional Roles/Functional Role Lookup | Selection made | This functional role can delegate only to an employee in the employee group that belongs to this selected functional role and is set up as a "Supervisor." |