Manage Task Delegation Policies

Navigate to the /onelist/admin URL then select the Delegation Policies tab.

The design of the task delegation policy

The delegation policy feature is designed to enable organisations to define policies and rules to control how task delegation can be created in the source workflow system. 

Each task delegation policy contains a set of rules specifying the conditions must be met by a task delegation request. A policy can be defined for all users or for selected users. OneList supports a rich list of delegation rules to be defined.

When a delegation request is received, OneList evaluates all the applicable policies against the request and rejects the request if it violates any of the rules. Only the valid delegation requests are accepted and synchronised with the source systems.

Manage delegation policies

Select the Delegation Policies tab on the page.

• Set the policy type: Global or User based;
• Add or remove delegation rule in the policy;
• Activate or deactivate the policy.

Define delegation rules

Select the Delegation Rule tab on the page.

• Select the rule type;
• Optional, define a user-friendly error message;
• Specify the condition of the rule. The fields for the condition depend on the selected rule type.