Delegate authority on another user's behalf
- Last UpdatedApr 03, 2024
- 3 minute read
Only users with the Business Unit - Manage Temporary Delegation Of Authority permission may delegate authority on behalf of another AVEVA Contract Risk Management user. This feature allows a departmental manager or similar to assign a user's workload to another user in the case of illness or unforeseen absences. This feature also allows company users with the relevant permissions to view authority delegations that affect their business unit.
To delegate authority on behalf of another user:
-
Click the
User Profile icon on the navigation bar to open the user menu.
-
Click Delegate Authority.
The Manage Temporary Delegations of Authority page is displayed.
-
Click Delegate Authority.
The Configure a Temporary Delegation of Authority page is displayed.
-
Click the
icon for Assign Delegator.
The Assign Delegator window is displayed.
-
Enter values as required for the relevant search criteria.
Option
Description
Business Unit
Select a specific business unit or All from the drop-down list.
Project/Dept
Select a specific project/dept or All from the drop-down list.
Search On
Select whether to search on Last Name, First Name or Position.
Criteria
This option refers to the text you enter in the Search For field.
Select whether you want the search to return results which Begins With, Contains or Ends With the text you enter in the Search For field.
Search For
Enter the text you want to search on.
Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.
-
Click Search.
All company users that match the search are displayed.
-
Select the user whose authority you want to delegate, and click Add Selected.
The Assign Delegator window closes and the Assign Delegator field is populated.
-
Click the
icon for Assign Delegate and follow the guide in step 5 to search for the user that you want to assign as
the delegate.
-
Select the user to whom you want to assign as the delegate, and click Add Selected.
The Assign Delegate window closes and the Assign Delegate field is populated.
-
Enter your reasons for delegating another user's authority and any instructions for the delegate in the Delegation Notice field.
-
Enter the date and time that you anticipate authority will be returned in the Planned Revoke Date field.
-
Click Delegate.
Note When authority has been delegated by proxy, a notification email is sent to the delegate containing contact details for the user that performed the delegation, the delegator's contact details (the user whose responsibilities have been delegated), any details of the delegation provided and the planned revoke date (if entered). The email also contains a URL link to AVEVA Contract Risk Management.
If a user is assigned a task while they have delegated their authority to another user, the delegate receives a notification email.