1. Data Management
  2. Security and Compliance Studio
  3. Manage security

Manage work item delegation

If a user is planned to be out of the office or otherwise unavailable to act on work items for a period, you (as security or system administrator) can automatically delegate new work items to other users.
You can also monitor the work item delegation history.


Security administrator Security administrator The security administrator (SysSecSecurityAdministrator) maintains user and security setup in D365 F&SCM, grants the ability to create and maintain security roles, duties, and privileges and the ability to assign users to roles, define role assignment rules, and maintain data security policies. Delegate work items for users Delegate work items for users If a user is planned to be out of the office or otherwise unavailable to act on work items for a period, you (as security or system administrator) can automatically delegate new work items to other users.To configure automatic delegation of user work items to other users, you must create delegation rules. these rules define when certain types of work items are delegated.Users can also delegate own work items themselves. For more information on how to do so, refer to Delegate work items in a workflow. Procedure 1. Go to Security and compliance > Inquiries > Workflow delegation. 2. In the list, find and select the desired user. 3. Click Add. 4. In the Scope field, select an option. 5. In the Name field, enter or select a value. 6. In the Delegate field, enter or select a value. 7. In the Start date/time field, enter a date and time. 8. In the End date/time field, enter a date and time. 9. Select the Enabled check box to activate the delegation rule. 10. In the Comment field, enter a comment that explains why you delegate the work items. 11. Close the page. Start Start Monitor work item delegation history Monitor work item delegation history You can monitor the work item delegation history.All work item delegations are logged in the history. So, delegations added by users themselves and delegations added by security or system administrators are logged. Procedure 1. Go to Security and compliance > Inquiries > Workflow delegation history. 2. In the list, find and select the desired record. 3. Close the page. Monitor work item  delegation history? Monitor work item  delegation history? End End Yes No

Activities

Name Responsible Description

Delegate work items for users

Security administrator

 		If a user is planned to be out of the office or otherwise unavailable to act on work items for a period, you (as security or system administrator) can automatically delegate new work items to other users.
To configure automatic delegation of user work items to other users, you must create delegation rules. these rules define when certain types of work items are delegated.
Users can also delegate own work items themselves. For more information on how to do so, refer to Delegate work items in a workflow.

Monitor work item delegation history

Security administrator

 		You can monitor the work item delegation history.
All work item delegations are logged in the history. So, delegations added by users themselves and delegations added by security or system administrators are logged.

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