Delegate a task to another user

If you delegate a dossier item, only the person to whom the task is delegated can still see the dossier item in the My tasks overview.The person responsible retains his rights on the dossier item. For example, he can decide to undo a delegation. This person cannot be in the same authorisation group as the one for whom the task is intended. The original recipient remains responsible for the completion of the task. If the delegated person completes the task, it is first returned to the original recipient.

To delegate a task to another user:

1. Open InSite.
2. Open the dossier item that you want to delegate.
3. Click on the action: Delegate.
4. Select the user who has to perform the task.

   Now only this person sees the dossier item in the My tasks overview. The person responsible can undo the delegation.

Display an overview with delegated tasks

If a user delegates a task to another user, he no longer sees the task in the My tasks overview. You can add a separate overview with delegated tasks to InSite.

To add a delegated tasks view:

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2. Open the page to which you want to add the overview.

   For example, the page on which you display the My tasks overview.

3. Click on: Edit (in the Page frame).
4. Click on: Layout in the Display frame.
5. Click on: New.
6. Click on: Onderdeel uit bestaande pagina.
7. Enter Delegated tasks in Title.
8. Select the Delegated tasks page.
9. Select the part Overview.
10. Click on: Create.
11. Click on: Publish.
12. Click on Yes in the message.