Delegate legal duties relating to your assigned legal requests, legal matters, legal
matter tasks, and approvals to another user when you might not have time or are
unavailable.
Antes de Iniciar
Role required:
legal_fulfiller
Procedimento
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Navigate to .
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Click the list icon (
).
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In the Set Delegate, click My
Delegates.
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In the My Delegates list, click New.
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On the form, fill in the fields.
Tabela 1. Delegate form
| Field |
Description |
| User |
User who delegates legal duties to a delegate. |
| Delegate |
User to whom you are delegating legal duties assigned to
you.Nota: The delegate must be from the assignment group
of which you are a member. |
| Starts |
Start date of the delegation period. |
| Ends |
End date of the delegation period. |
| Approvals |
Option to delegate approvals. Select this option to
authorize the delegate to approve or reject the approvals
you've been assigned. |
| Assignments |
Option to delegate assignments. Select this option to
grant the delegate the same level of access to all
approvals, legal requests, legal matters, and matter tasks
as you. |
| All notifications |
Option to delegate notifications. Select this option to
send a copy of any notifications you receive to the delegate
during the delegation period. |
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Click Save.
Resultado
Setting the delegation has the following effects during the specified period:
- The delegate can access and perform all the functions that you can do for
your assigned legal requests, legal matters, matter tasks, and approvals
from the Delegated to me list.
- Both you and the delegate receive notifications related to activities done
on legal requests, legal matters, matter tasks, and approvals.