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.
| Rule Type | Description |
|---|---|
| Time-based rule | Controls the maximum delegation period (days). |
| Required claims rule | Delegator and delegate must both have specific claims. |
| Delegation chain rule | Restricting the length of a chain 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 peers (reporting to the same manager). |
| 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. |