Record a Supervisory Delegate

A supervisory delegate makes work item assignments on behalf of a unit supervisor in the agency. (The system does not support cross-agency delegation.)  Only a unit supervisor or a worker with a supervisor role may be a delegate.

To record a supervisor delegate, complete the following steps:

1. From the Home screen, click the Administration tab.

2. Click the Staff tab.

3. Click the Delegate Assignment link in the light blue menu on the left. The Current Delegates screen appears. It displays the workers who are currently or have been supervisory delegates in this agency.

4. Click the Edit link for a worker to update the assignment dates, then go to the "enter a date" step below.

5. To add a new delegate, click the Add Delegate button. The Delegate Search Criteria screen appears.

6. Enter the delegate's name, then click the Search button. The workers with the name you entered and who can be delegates appear in the search results table.

7. Click the Select link for the worker you want to assign as a delegate. The Delegate Details screen appears.

8. Enter the dates during which this worker is a delegate. You must complete at least the Start Date field.

9. Click the Save button. You are returned to the Delegate Search screen.