User Experience - Approval Delegations

Approval tasks that would normally come to a user for approval can be delegated to other users on the Approval Delegations view of MyIdentity. When a task is delegated in this way, the delegator can still interact with the task but is no longer the default approver. Approval delegations can be edited and deleted by the delegator at any time.

Create Approval Delegations

1. In MyIdentity, click the Page drop-down and select Approval Delegations.
   
   

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2. On the Approval Delegations page, click New Delegation.
   
   

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   This opens the Create a New Delegation control.
   
   

    

3. Do the following in the control:

   1. Select the type of delegation to be created. Users can choose All Types to delegate all Approval Tasks to another person or choose Select Types to delegate tasks from a specific Approval policy to another person.

   2. If Select Types is chosen, users click the Approval policy they want to delegate in the Select Types pane and then click the Add button to move the type to the Selected Types pane.   
      
      

       

   3. To remove a selected Approval type, users select the type from the Selected Types pane and click the Remove button.

   4. After selecting one or more types, users the search for and select one or more people to whom they want to delegate. Those people must have access to be an approver or they will not appear as a search result.
      
      

       

   5. After selecting the person, users then choose whether they want to delegate the Approval task forever or only when they are out of office.

   6. Finally, users select the Start Date (and End Date when applicable) and click Create Delegation.
      
      

      
      The delegation is added as an Approval Delegations record.
      
      

Edit Approval Delegations

To edit an existing permanent delegation, users need to do the following:

1. In MyIdentity, navigate to the Approval Delegations page.

2. Locate the delegation to be edited and click the Edit button for the delegation.
   
   

   
   
   This opens the Edit Dialog for the approval delegation. From this dialog, users can change the delegation scope and dates.
   
   

    

3. Edit the approval delegation as needed and click Save Changes.

Delete Approval Delegations

When an approval delegation is deleted, the task that was delegated is reassigned to the former delegator. To delete an existing delegation, users need to do the following:

1. In MyIdentity, navigate to the Approval Delegations tab.

2. Locate the delegation to be deleted and click the Delete button for the delegation.
   
   

    

3. Click Yes to confirm the deletion.