Delegation

It is possible to delegate your tasks, for example when planning an absence.

The creation of a delegation is done via the "My delegations" menu in left panel:

Your delegation management screen appears:

To create a new delegation, click on the "Create delegation" button

The following form appears:

Enter the values for the fields:

• Start date
• End date
• Delegate
• Reason (optional)

Select one or more processes concerned by your delegation:

• For the Action process: check all boxes in the "Action" category
• For the Audit process: check all boxes in the "PImprovement" category
• For the DMS process: check all boxes in the "DMS" category
• For the Non-Conformity process: check all boxes in the "Quality" category
• For the Newcomer process: check all boxes in the "HR" category

If you want to delegate all your tasks, check the box on the first line (to the left of "Category")

Finally click on the "Validate" button to create your delegation:

Your delegation list is updated:

It is possible to delete one or more delegations by checking the desired lines then clicking on the "Delete" button

When you are in a period in which you have been designated, in the "Task list" screen appears, on the left, a "Delegation" area that allows you to navigate between your own tasks and the tasks delegated to me by clicking on the name of each delegator

When you click on a delegator's name, their account appears at the top right on a blue background, as well as their tasks to be processed

Note that the delegate does not receive an email when a task has been delegated to them.

And the delegator always has the task in their tasks to be processed.

Updated on: 12/03/2026