Learn how to hand off some or all of your work to a delegate when
you are unavailable, for example, when you are going on vacation or sick leave.
- Open the
Manage Delegates page:
- In the
CSM Browser Client,
select
My Profile
from the
Account Information toolbar, followed by
Manage Delegates.
- In the
CSM Desktop Client,
select
Tools from the menu bar, followed by
Options, then select the
Manage Delegates tab.
The
Manage Delegates page opens showing the status
of existing delegations assigned to you (
My work), and
those you have assigned to colleagues on the other tab (
Work
delegated to others).
- Your own name is already selected in the
On behalf of user drop-down list. Select the
Business Object you wish to add delegation for
from the drop-down list.
Note: The list of available Business Objects is based on
Track Owner being selected, and then
filtered according to the security rights of the selected
On behalf of user. See
Configure Delegation.
- Select a
Delegate from the drop-down list.
Note: If you see a message stating
Users are in different Security Groups. Their rights
for the selected Business Object may differ, potentially limiting their ability
to action any delegated work you can prevent this happening by
setting up
Different rights based on ownership. See
Configure Delegation.
- Select the
Start Date and Time for the delegation period.
- Select the
End Date and Time for the delegation period.
The
End Date and Time chosen must be at least one
hour after the
Start Date and Time.
- Select
Add.
A new record appears in the tabbed table for
Work delegated to others.
Tip: Hover over any of the column headings in the table
and select the filter icon
to
filter delegates by value, date or text (example: Use a text filter of
Contains, and
Change to filter out only the records
containing delegations for Change Requests). You can also sort your delegate
records in the table by selecting the up/down arrow
next to any of
the column headings.
- Select
Hide expired records on the
Work delegated to others tab to hide all
completed and canceled delegations on this tab.
- Select a row and double-click on it, or select
View records to search for all the records for
that particular Business Object that are assigned to that user.
Note: If you select
View records for a single Business Object
delegation (example: Incident), you are taken straight to the Search Results
list/grid. You see a dialog titled, for example, Incidents delegated to Andrew
Smith. If you select
View records for an
All Business Objects delegation, before
being taken to the Search Results, you are asked to choose the object you want
to view the records for.