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 or view Incidents. 

• Based on the Role you delegate to the user, the user can log service Requests, view Service Requests, or approve Service Requests.

• Based on the Role you delegate to the user, the user can approve Change Records.

• Based on the Role you delegate to the user, the user can pre authorize PR, authorize PR, approve RCA, or review RCA.

• Based on the Role you delegate to the user, the user can perform the procurement related activity.

To delegate Roles:

1. On the Quick Action bar, click the DELEGATE icon

   Open

   

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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:

Frequently Asked Questions

Question 1: How the role delegation works? when RCA Approver and RCA Reviewer both is the same user, but Delegation is for only RCA Approval.

Answer: 

• In the Problem Record status, the RCA Approval comes first and then RCA Review, however if the approver has delegated only one of his rights then the delegated user can do only that task.

• In case the Approver has delegated the Review rights only and approval is still with him, then the actual approver should approve it and when the PR record enters into review phase the delegates user can review it

Question 2: How the role delegation works? when Problem Record is delegated one user for Approval and to another user for Review.

Answer: For example, user A has delegated approval to user B and Review to user C. Now, based on the flow of the problem record, when Problem Record comes for approval, B can see the problem Record and approve it. Now, only the user C can see the Problem Record and Review it.

Question 3: The notification is sent to whom when Problem Record is Referred back by the delegated user?

Answer: 

• When the Problem Record is referred back and resubmitted within the delegation time period then the delegated user can approve the Problem Record. However, if resubmission occurs post the delegation time period then the original approver only can approve it.

• In above scenario, the notification is sent to both the users.