Delegations

Delegation provides temporary coverage for assigned process work when a person is unavailable. It gives the delegate a defined period in which to find and perform qualifying work while preserving the original assignment and a clear record of who acted.

Set up coverage

1. Open My To-Do → Delegations.
2. Choose an active tenant user to cover your work.
3. Set a specific start and end time.
4. Save the delegation and confirm it is active.

Use a precise period so normal ownership resumes after coverage ends. Cancel a delegation when plans change. Delegation makes qualifying work visible to another person; it does not alter process history or erase the original assignment.

Authorization still applies

A delegate can work eligible tasks during the period, but the usual checks still apply to transitions. A delegated task can be visible while an approval remains unavailable because the delegate does not hold a permitted role. Choose someone who understands the work and has the necessary tenant access. Configure a state owner or task assignment when the accountability change should be durable.

Choose Appropriate Coverage

Choose a delegate who is expected to monitor the queue during the full period and who understands the relevant business work. Discuss urgent or unusual cases before the delegation begins. A delegation can expose qualifying assignments in the delegate’s queue, but it does not transfer your knowledge of deadlines, customers, or pending exceptions.

Use the shortest practical period and verify the time zone when coverage begins or ends near a business-day boundary. If your return date changes, update or cancel coverage promptly so people know who is responsible.

What A Delegate Can Do

During the active period, qualifying delegated tasks appear alongside the delegate’s own work. The delegate’s action is recorded under the delegate’s identity, preserving who actually completed it. The original assignment and delegation remain part of the operating context.

Visibility does not guarantee that every process action is available. For example, a delegate might complete a research task but be unable to take a transition reserved for an Approver role. Arrange separate role coverage with an administrator when the absence affects restricted approvals.

Verify Coverage

After saving, confirm the delegate, start, end, and active status. The delegate should check My To-Do after the start time. If expected work is absent, check whether it is a direct or role assignment, whether the delegation is currently active, and whether the process is still in the state that created the task.

Use My To-Do → Delegations before an absence to let another tenant user work tasks assigned to you during a specified period.

Select the delegate, start time, and end time, then save the delegation. The delegate can see and complete qualifying work in their queue for the active period. You can cancel an active delegation at any time.

Delegation is a work-queue convenience, not a privilege escalation. PROCESS still checks the acting person’s tenant membership, roles, and the current process state when an action is submitted.