Administering Delegations

This topic discusses how to administer delegations.

Page Name

Definition Name

Usage

Administer Delegation Page

HCDL_ADMIN_DLG

Administer delegation requests. Administrators can review delegation requests and, if necessary, revoke them on behalf of delegators.

Administer Delegation - Request Details Page

HCDL_ADMIN_RQT_DTL

Delegation administrators can review details of a selected delegation request.

Use the Administer Delegation page (HCDL_ADMIN_DLG) to administer delegation requests.

Administrators can review delegation requests and, if necessary, revoke them on behalf of delegators.

Navigation:

Workforce Administration > Self Service Transactions > Approvals and Delegation > Administer Delegation > Administer Delegation

This example illustrates the fields and controls on the Administer Delegation page: Delegation Request tab. You can find definitions for the fields and controls later on this page.

Administer Delegation page: Delegation Request tab

This example illustrates the fields and controls on the Administer Delegation page: Request Details tab. You can find definitions for the fields and controls later on this page.

Administer Delegation page: Request Details tab

Note: If the delegator and proxy initiate duplicate transactions, then either the proxy, delegator, or delegation administrator can cancel the duplicate transaction or approvers can deny the duplicate transaction while approving the original transaction.

Field or Control

Description

Maintain Delegated Authorities

Click this link to access the Maintain Delegated Authority page, where you can run a batch job to process delegation transactions.

Add Delegation Request

Click this link to access the Add Delegation Request page, where you can create delegation requests on behalf on delegators.

Selection Criteria

Use this group box to specify criteria for the delegation requests that you want to retrieve. To retrieve all delegation requests, click the Search button without specifying criteria. To narrow your search results, enter one or more criteria.

Field or Control

Description

Delegator

Enter the delegator for whom you want to retrieve delegation requests. The system prompts you to select from delegators with existing requests.

Proxy

Enter the proxy for whom you want to retrieve delegation requests. The system prompts you to select from proxies with existing requests.

Transaction Name

Enter the transaction for which you want to retrieve delegation requests. The system prompts you to select from transactions that are part of existing requests.

From Date and To Date

Specify the specific from or to date for which you want to review delegation requests.

Request Status

Select the status of the requests that you want to retrieve. Request statuses are Accepted, Ended, Rejected, Revoked, and Submitted.

See Understanding Delegation.

Delegation Status

Select the delegation status of the requests that you want to retrieve, either Active or Inactive.

See Understanding Delegation.

Search

Click this button to retrieve delegation requests based on your selection criteria.

Clear

Click this button to deselect all selection criteria fields.

Search Results

The system displays delegation requests and details based on your search criteria.

Field or Control

Description

Request Status

The system displays the status of the request on the Request Details tab: Accepted,Ended, Rejected, Revoked, and Submitted. Click this link to review further details of a delegation request. The system displays the Administer Delegation - Request Details page.

Select All

Click this button to select the check boxes for all delegation requests in the search results.

Deselect All

Click this button to deselect all check boxes for the selected delegation requests in the search results.

Revoke

Click this button to revoke a delegation request on behalf of the delegator. The system revokes delegations for all requests that are selected in the search results. The system sends a notification to the proxy who is affected by the change and automatically reassigns all pending transactions back to the delegator.