Task Delegations

A task delegation is defined as a task that is routed to a new Disburser user in place of the original Disburser user for a designated period of time. A Disburser user can delegate tasks to another Disburser user to manage for a period of time when the Disburser user is away from the office. The Disburser user, to whom the task is delegated, receives an e-mail notification of the reassignment.

The task delegation specifies the task route from the original user to the new user and defines the duration of the task delegation. The new owner of the task receives a notification of the delegation as long as the user's preference is set to receive Notification messages.

IPP only supports a single task delegation. For example, if Disburser A (who has a delegation set up to Disburser B) delegates to Disburser B (who has a delegation set up to Disburser C), then the task assigned to Disburser A is delegated to Disburser B only, and the task is not delegated to Disburser C. Only tasks assigned directly to Disburser B will be delegated to Disburser C.

New Delegation

From this page a task can be reassigned from you to a different user, or from another user to you.

View Active Delegations

View all delegated users.

Basic Search

The Route From or To field for Basic Search filters the by task by ALC, View permission, and the Group(s) based on Business Unit, Cost Center, or Department ID that the Disburser users have in common.

Route From OR To

Enter a name to route the task from the original owner or enter a name to route the task to a new owner.

Search button

Click to initiate the basic search.

Detail Search

The Detail Search filters by ALCs, and the Group(s) the Disburser users have in common.

Route From

Enter the name of the original task owner.

Route To

Enter the name of the new owner of the task.

Effective Date

Click the calendar to select a date.

Expiration Date

Click the calendar to select the date the task delegation ends.

Created By

Enter the name of the owner.

Creation Date

Click the calendar to select the date the search was created.

Deleted By

Enter the name of the user that deleted the task delegation.

Deletion Date

Click the calendar to select the date that the delegation was removed.

Status

Select a status from the list. The choices are:

- All
- Active
- Inactive

Task Delegation Table

The information in the table below describes the delegations. Each column can be sorted by clicking the column head.

Field Name	Description
Route From	Displays the name of the original task owner.
Route To	Displays the name of the new owner of the task.
Effective	Displays the date that the delegation becomes effective. Must be less than one month from the effective date.
To	Displays the date that the delegation ends. The expiration date cannot be greater than one year from the effective date.
Created By	Displays the name of the person who originated the delegation.
Created On	Displays the date that the delegation was created.
Deleted By	Displays the name of the person who deleted the delegation, if any.
Deleted On	Displays the date that the delegation was deleted.
Status	Displays the status of the delegation.
Actions	Displays the Action. Click to delete the delegation.