Workflow Delegation

When you know that you will not be available to approve documents submitted to you, you can delegate your approval authority to another user. You can appoint a substitute approver and define the time period, for which the approval rights delegation is valid. You can cancel the delegation at any time.

If you forget to create a delegation and a document needs to be approved during your absence, the Workflow Admin can create a workflow delegation for you.

 For step-by-step instructions see How to Create Workflow Delegation.

Every workflow delegation has a status. The possible values are:

• Initialized – A new workflow delegation record before its start date.
• Activated – When the start day passes, the initialized workflow delegation becomes activated. The user to whom you delegated your approval rights receives an email with a list of all the pending approvals.
• EndDated – Indicates a workflow delegation that is no longer valid. It has either expired or has been terminated by an authorized user.

Once a workflow delegation is created, it cannot be modified. You can only:

• Delete initialized workflow delegations that have not been activated yet (their start date is in the future).
• Terminate activated workflow delegations by clicking the End Date icon. This will immediately withdraw the delegated approval rights.
• Modify the note. There is a length limit of 255 characters.