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Delegate/Replace User Dialog Table

 
Lines with a white background are currently active. Lines with a deep orange background are inactive.
 
Delegate/Replace User Dialog Table
1

Line # Field

1. Line # Field
Read only
2

Level Field

2. Level Field
Required. The delegate or replace action will take place for all roles at the level selected here. The choices are:
  • System - everything in the system
  • A Project or Location Program - all records for all projects or locations within the selected program
  • A Project or Location - all records within the selected project or location
 
The default is "(System)".
3

Role Field

3. Role Field
The delegate or replace action will take place for all roles selected here. The dropdown list is filtered by the selection in the Level field.
 
The default is "-- All --".
4

Action Field

4. Action Field
This is a system list. The choices are:
  • Delegate - The user selected in the next field will be granted the authority to take workflow actions on behalf of the user selected at the top of the dialog for a period of time. The original user will still be able to take workflow actions during this time as well (The first action taken by either user - original or delegate - will be the one that counts.). Delegations can be activated and deactivated whenever desired.
  • Replace - The user selected in the next field will permanently replace the user selected at the top of the dialog in all selected roles. The original user will no longer be able to take workflow actions based on those roles.
5

Design To / Replace With Field

5. Design To / Replace With Field
Select a user to delegate to or replace with. This dropdown list shows active PMWeb users.
6

Apply To Records Field

6. Apply To Records Field
This is a system list. The choices are:
  • Both - This is the default. The action applies to both current and future records.
  • Current - The action applies only to records that have already been submitted into workflow at the time the line is activated.
  • Future - The action applies both to records that have already been submitted into workflow at the time the line is activated as well as records subsequently submitted up until the moment that the line is deactivated.
7

End Field

7. End Field
This field is only available if the selected action is "delegate". If a date is selected here the delegation will automatically end on that date, without user intervention. If this field is left empty the delegation can be manually ended at any time by deactivating the line in this dialog.
9

Activated Field

9. Activated Field
Read only. The date that the line was last activated.
10

Deactivated Field

10. Deactivated Field
Read only. The date that the line was last deactivated.