Understanding Delegation Management

This topic will describe how Manage Delegations.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "marti.robinson"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Self Service menu.

   Step 7

8. Click the Manage Delegation menu.

   Step 8

9. Delegation is when a person authorizes another to serve as their representative for a particular transaction during a specific time frame.

    

   For example, a manager takes leave and wants to delegate their managerial transactions to another manager/employee while away from the office.

    

   Step 9

10. Learn More about Delegation - Learn the definition of delegation, how to manage delegations and FAQs.

    Step 10

11. Create Delegation Request - Delegate one or more transactions to another person that may act on your behalf for initiations or approvals.

    Step 11

12. Review My Proxies - Searching and updating the status of the delegation requests. 

     

    For example, here is where a delegator can revoke a delgation requests.

    Step 12

13. Review My Delegated Authorities - You can accept or reject the delegation requests.

    Step 13

14. Click the Home link.

    Step 14

15. Click the Sign out link.

    Step 15

You have completed the Manage Delegation topic.

Table of Contents  Start Topic