Temporary delegation of authority
- Last UpdatedApr 03, 2024
- 2 minute read
Temporary delegation of authority allows company users to delegate all their tasks, workload and responsibilities to another user in the organization. This allows normal business to continue while a user is on leave or unavailable due to travel.
Temporary delegation of authority can only be set up by a user for their own tasks, or by a user with the Business Unit - Manage Temporary Delegation Of Authority permission.
There is no limitation on the user type that can delegate their own tasks. Similarly, there is no limitation on the user type that can be assigned as a delegate. When a user is assigned as a delegate they inherit all the delegator's permissions, access and workload. This ensures that permissions and access need not be modified for the period of delegation.
When authority has been delegated, the delegate logs in to AVEVA Contract Risk Management using their own credentials. A new switch user feature allows the delegate to access AVEVA Contract Risk Management assuming the role of the delegator. Whilst in switch mode, the delegate sees AVEVA Contract Risk Management as the delegator would, with the delegate's username in the navigation bar displayed as DELEGATE as DELEGATOR to show on whose behalf they are working. They can access any task or information that the delegator can (with the exception of user settings). When a delegate carries out any actions while authority has been delegated, the audit log will show that authority has been delegated and that the delegator has carried out the action. The My Current Tasks dashboard dashboard provides a consolidated list of tasks assigned to the user.
Delegation types
|
Delegation type |
Description |
User who has delegated authority |
|
Assigned by Me |
I have delegated my Authority to another user. |
Me |
|
Assigned to Me |
Another user has assigned their Authority to me. |
User on their own behalf |
|
Assigned to Me on Behalf of Delegator |
A user with Manage Temporary Delegation of Authority user role has delegated another user's authority to me. |
Delegation Secretary / Department Manager |
|
Assigned on Behalf of Delegator |
All delegations to any user made by user with Manage Temporary Delegation of Authority user role. |
Delegation Secretary / Department Manager |
|
Assigned By Delegator |
Any delegations that a user has made on their own behalf. |
User on their own behalf |
View delegations of authority
-
Click the
User Profile icon on the navigation bar to open the user menu.
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Click Delegate Authority.
The Manage Temporary Delegations of Authority page is displayed.
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You can filter the list of delegations by:
-
Delegation Type (see the Delegation types above).
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Status: Active only or Include Revoked delegations
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