Navigate to the /onelist/admin URL then select the Delegaion Policies tab.
The design of the task delegation policy
User can use OneList to setup task delegation for all the connected systems. When a delegation request is received, OneList evaluates all the applicable policies and makes sure the request passes all the rules before saves it. OneList delegation policy feature suppliments the source workflow systems by ensuring the task delegation requests confirm to the set of rules in the organisation. It is important to note that OneList synchronizes the delegation requests with source systems and the actual task delegation is carred out by the source workflow systems,
Manage delegation policies
A delegation policy is made up by a set of rules and can be applied globally or to individual users.
- Set the policy type: Global or User based;
- Add or remove delegation rule in the policy;
- Activate or de-activate the policy;
| Type | Description |
|---|---|
| Time-based rule | Controls the maximum delegation period (days). |
| Required claims rule | Delegator and delegate must both have the specific claims. |
| Delegation chain rule | Restricting the length of a chained delegation. |
| Reporting line rule | Delegator and delegate must be on the same reporting line. Specify the levels to walk up or down the reporting line. Whether Delegator and delegate can be peer managers. |
| Inbound limit rule | Controls the maximum number of concurrent delegations a delegate can receive. |
| Reason code rule | Delegations are allowed for certain reasons. |
| Custom rule | Rule is implemented in c# code. |