Creating a Workflow Delegation Record

You can create a workflow delegation record to reassign a workflow process to another user. You can activate and disable the workflow delegation record whenever necessary. A workflow delegation record includes:

• Effective date range. A range of dates when the workflow delegation record, when activated, forwards a workflow process to a delegate.

• Workflow delegate. A predefined delegate list is used to determine the workflow delegate. A predefined delegate list, which should only by created by a workflow administrator, contains an approved delegate for the workflow process that you want to forward.

  Make sure that a predefined delegate list exists for the workflow process that you want to forward. You can determine if there is a predefined delegate list for the workflow process when you create the workflow delegation record. The following task contains instructions on how to select a predefined delegate list for a workflow delegation record.