29.2 Assigning and Managing Delegates

  1. Log in as a Global Administrator, Data Administrator, or Review Administrator.

  2. Under Policy, select Delegation.

  3. Select Add Row to create a new delegation. Add the user, assign a delegate, add a reason, and set the status.

  4. Click Save.

  5. Repeat the above steps to add delegates for other users.

    NOTE:A user can have only one delegate at any given time.

  6. (Optional) Select Edit to change user, delegate, reason, or status.

  7. (Optional) Select Delete to terminate a delegation.

  8. (Optional) Select rows and then select Actions > Enable or Actions > Disable to change the status of multiple delegations.

  9. Select rows and then select Actions > Validate delegate mappings to ensure delegate mappings, if chained, are chained appropriately. Fix invalid mappings, if any.

NOTE:Review owner and review administrator can by-pass delegation for the review management roles (i.e. review owner, escalation reviewer, and auditor) by editing the running review instance. These change are only made for the running review instance. Delegates also can assign another user as a reviewer by using the Change Reviewer option in review tabs.