Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-08-23
Example: Delegate Specific Business Processes

Example: Delegate Specific Business Processes

This example illustrates how you can delegate a specific business process to another worker for a specified period of time.
You’re a manager going on leave for the first 2 weeks of May. You want to ensure any expense reports your team submits during those 2 weeks are approved in a timely manner. You want to delegate the Expense Report Event business process to another manager, Jenna, for the 2 weeks you’re on leave.
You know Jenna might have to take a couple of days off while you’re on leave so you also want to ensure that tasks are routed to Jenna’s manager, Steve Morgan, if Jenna is unavailable.
Lastly, you want to ensure you maintain visibility into the tasks that Jenna or Steve might have to complete on your behalf.
The business process administrator must:
  • Select at least 1 of these options from the
    Users Can Delegate Tasks To
     prompt on the
    Edit Tenant Setup - Business Processes
     task:
    • Anyone
    • Peers
  • Select the
    Apply Routing Restrictions during Delegation
     check box on the
    Edit Tenant Setup - Business Processes
     task.
  • Enable business process delegation in the
    Policy Restrictions
     section of the security policy for the
    Expense Report Event
     business process.
  • Configure the
    Request Delegation Change (Default Definition)
     business process and security policy in the System functional area.
  1. Access
    Manage Delegations
     >
    Manage Delegations
     from My Tasks.
  2. Enter these values:
    Option
    Value
    Begin Date
    05/01/2024
    End Date
    05/14/2024
    Delegate
    Jenna Smith
    Use Default Alternate
    Ensure this check box is selected. Jenna’s manager, Steve Morgan, should be the default
    Alternate Delegate
    .
    Start On My Behalf
    Leave blank.
    Do My Tasks On My Behalf
    Select
    Expense Report Event
     from the
    For Business Process
     prompt.
    Retain Access to Delegated Tasks within My Tasks
    Enable the check box.
    Delegation Rule
    Leave blank.
  3. Click
    Submit
     to confirm the delegation.
  4. To ensure that the business process is routed to Jenna’s manager, Steve, when Jenna goes on leave, configure the
    Expense Report Event
     business process definition:
    • Select
      Expense Report Event
       >
      Maintain Advanced Routing
       from the related actions menu of the
      Approval
      business process step for Jenna’s manager, Steve.
    • Select the
      Exclude Initiator
       and
      Exclude Prior Approvers
       check boxes.
Jenna can now access and perform your
Assign Work Schedule
 business process tasks for the first 2 weeks of May.
Jenna, the delegate, goes on leave for 2 days during the delegation period. The routing restrictions applied as part of the business process definition (step 4) exclude initiators and prior approvers. As Jenna approved the step prior to the
Approval
 step (
Review Expense Report
), she is considered a prior approver. This excludes her from acting on the
Approval
 step, which is instead routed to her manager, Steve.
You can view what tasks came in while you were on leave in your My Tasks.