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Function documentationApprover Delegation Locate this document in the navigation structure

 

The Approver Delegation report provides you the ability to search for configured delegations.

  1. To generate an Approver Delegation report, select from the parameters in the table below for the data that you want to review.

    Parameter

    Description

    Date From

    To see all the delegations that were created within a specific date range, click the calendar icon to select the beginning of the range

    Date To

    Click the calendar icon to select the end of the date range here.

    Delegated for User ID

    To see all the delegations that a specific user created, enter that user’s ID here.

    Delegated to User ID

    To see all the delegations that were created for a specific delegate, enter that delegate’s user ID here.

    Status

    Select Inactive or Active to see the delegations that are currently inactive or active.

  2. Once you have selected your parameters, choose Search to display the requested results.

    Note Note

    To view the details of a request, copy and paste the request number into the Search Request option in the My Work tab.

    End of the note.

  3. Select any of the column headings in theSearch Results table to sort the request in ascending or descending order.

  4. Choose Clear to empty the fields and start a new search.

  5. Choose Cancel to return to the menu page.

  6. Choose the Print pushbutton to print the report.

  7. Choose the Download pushbutton to download the report for further analysis.

    Note Note

    The default download is to Excel. However, if the file is greater than 65,000 lines, the system automatically downloads in tab-delimited file format. The user cannot select this format, it is automatic based on file size.

    End of the note.