Delegating Your Workflow Actions

If you are unable to participate in the workflow, select someone else to complete your actions in your absence. You can delegate a single workflow action on the individual deliverable or activity, or from the Work pod, or if you are going to be unavailable or out of the office for a longer period of time, you can delegate all your actions for a period of time.

To delegate a single workflow action on the individual deliverable or activity:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.

You can also access all deliverables assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Click the name of the deliverable or activity that contains the workflow.
3. In the Contents tree, click Workflow to display the workflow details.
4. In the Owner column of the action you want to delegate, click to select a different user.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More...

• Clicking Select current user will assign the role to the current user (if they have the appropriate rights).
• Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user.
• Clicking the Show advanced filters check box displays or hides the additional filter options.
• Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned.
5. Click Done to close the dialog.
6. Click Apply to save your changes.

To delegate a single workflow action from the Work pod:

1. From the Workspace menu, select All My Work.
2. Ensure the Work pod is set to display deliverables and activities.
3. You can configure the Work pod to filter for deliverables and activities that have workflows by clicking and applying a filter.

3. View the workflow by clicking . If the workflow is in progress, click to view the workflow.
4. Click the user name in the Owner field for the workflow action you want to modify.

5. In the Select a User dialog, select the user you want to make the action owner.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More...

• Clicking Select current user will assign the role to the current user (if they have the appropriate rights).
• Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user.
• Clicking the Show advanced filters check box displays or hides the additional filter options.
• Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned.
6. Click Done to close the dialog.
7. Click Apply to save your changes.

Notes:    Collaborative Workflow is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support.