Establish Delegations – Internal Service Delivery Approvals

Use when you need to delegate a task
How to Access Delegations

Note: All Asterisks (*) need to be completed.

Your screens and processes may vary from those described here.
Access the My Delegations task
Screenshot showing the My Delegations search bar

1. The My Delegations page will display:

  1. Under the Current Delegations tab, click Manage Delegations.
Screenshot showing the My Delegations page with Current Delegations tab and Manage Delegations button and the Manage Delegations page with Business Processes available for delegation

2. Under Manage Delegations, the Business Processes allowed for Delegation will display. This is where you will set up your delegate.

Screenshot showing the New Delegation form with Begin Date, End Date, and Delegate fields

3. Under New Delegation:

  1. Under Begin Date, type or select the date you want the delegate's task to start. Use the calendar icon if needed.
  2. Under End Date, type or select the date you want the delegate's task to end. Use the calendar icon if needed.
  3. Under Delegate, type or select the name of the person you will be delegating the task to. This is the person who you will be delegating spend authorizations and expense reports to.
    1. In the search box, type the first name and last name of the person and press Enter.
    2. You can also use the Prompt to select a name from the drop down menu.
  4. Under Do Inbox Tasks On My Behalf:
    1. Select For Business Process.
    2. In the search box, type the task or use the Prompt to select the task.
      1. Type Internal Service Delivery Event and press Enter.
Screenshot showing the Do Inbox Tasks On My Behalf section with Internal Service Delivery Event selection
  1. For Retain Access to Delegated Tasks in Inbox:
    1. If you do NOT want to see the tasks in your Inbox, but want them sent to the delegate for further action, do NOT click the box. Only the delegate will see the tasks as they come in.
    2. If you want tasks posted to both your inbox and the delegate's inbox for further action, click the box to place a checkmark. Both you and the delegate will see the tasks as they come in.
Screenshot showing the Retain Access to Delegated Tasks in Inbox checkbox option

4. When you finish completing the New Delegation section, click Submit for final approval.

Note: No attachments are needed.

Screenshot showing the completed New Delegation form with Submit button

5. The next step in the approval process will display.

Screenshot showing the approval process confirmation page

6. You can check the status of the approval process by clicking Details and Process.

7. Click the Process tab to check the status.

8. Click Done when complete.

Screenshot showing the Details and Process tabs with status information

9. The Manager will need to approve the delegation.

10. Click Approve.

Screenshot showing the manager approval screen with Approve button

11. The Success page will display.

Screenshot showing the Success confirmation page

12. The Overall Status will state Successfully Completed.

13. Click Done.

Screenshot showing the Overall Status as Successfully Completed with Done button

14. The Delegate will receive a Notification.

15. The Delegate is notified about the Delegated Task(s) from the Delegator.

Screenshot showing the notification received by the delegate about the delegated task