Delegating Role

You can delegate your Role and responsibility to another user for a specified time period (in your absence or any other scenario where you are unable to perform the selected actions). 

• Based on the Role you delegate to the user, the user can log Incidents and view them, and log, view, and approve SRs.

To delegate Roles:

1. On the Quick Action bar, click the DELEGATE icon .
2. On the USER DELEGATION pop-up page, fill in the required details. For more information about the fields on the USER DELEGATION pop-up page, see Field Description.
3. Click SUBMIT to save the Role delegation.
   

   
   Figure:  USER DELEGATION pop-up page

   
   Field Description

   The following table describes the fields on the USER DELEGATION pop-up page:

   Field	Description
   User Name	Type in the name of the person to whom you want to delegate your Role.
   From Date	Specify the date from which the user can perform the delegated Role.
   To Date	Specify the date until which the user can perform the delegated Role.
   Active	Indicates the status set for the delegated user. If selected, the user will be an active delegated user. If not selected, the user will be an inactive delegated user. The inactive user details are not available under the EDIT DELEGATION section.
   INCIDENT MANAGEMENT
   Roles	If you select the Log Incident check box, the delegated user can log Incidents on behalf of you. If you select View Incident check box, the delegated user can view your Incidents.
   SERVICE REQUEST
   Roles	If you select the Log Service Request check box, the delegated user can log Service Requests on behalf of you. If you select the Approve Service Request check box, the delegated user can approve Service Requests pending for your approval. If you select View Service Request check box, the delegated user can view your Service Requests.
   CHANGE MANAGEMENT
   Roles	If you select the Approve check box, the delegated user can approve the change records on behalf of you.
   EDIT DELEGATION	Click to view the list of users to whom you delegated your Role for Incident Management and Service Request Management. You can also modify the delegated Role by clicking the  icon.
   EDIT CM DELEGATION	Click to view the list of users to whom you delegated your Role for Change Management. You can also modify the delegated Role by clicking theicon.
   ASSET MANAGEMENT
   Roles	Select the Roles that you want to delegate to the specified user. Example: If you want to delegate your Roles for Physical Verification to the specified user, select Physical Verification. Your Roles such as Physical Verification Requester, Physical Verification Approver, and so on, are delegated to the specified user.
   EDIT ASSET DELEGATION	Click to view the list of users to whom you delegated your Role for Asset Management. You can also modify the delegated Role by clicking the icon.
   PROCUREMENT
   Roles	Select the Roles that you want to delegate to the specified user. Example: If you want to delegate your Roles for approving a Purchase Order to the specified user, select Approve Purchase Order from the Roles multi-selection control.
   Include Inactive Records	If selected, the inactive records are also displayed in the EDIT PROCUREMENT DELEGATION section.
   EDIT PROCUREMENT DELEGATION	Click to view the list of users to whom you delegated your Role for Procurement. You can also modify the delegated Role by clicking the icon.