How Delegation Works

Let’s begin with the understanding of how you delegate approval requests. Before you can delegate an approval request, you must arrange approval for users. What if an approver is absent? In that case, we need to delegate the approval to a substitute approver.  

Peritos Solutions created an add on App for Business Central to enhance the delegation functionality. There are many reasons why we must delegate. For instance, an approver could be out of the office, or perhaps they are occupied and unable to approve requests before the due date. The alternate can either be assigned, as the direct approver or the approval officeholder. And from here a notification to approve the recommendation is sent to the chosen substitute.  

In these instances, it is vital to delegate to a substitute for approval so records don’t pile up and the procedure can continue to run efficiently.  

Let’s begin with understanding the value of delegating the work. There are immediate reasons to delegate work. 

• Delegation of work will give possibility for your assistant to grow 
• Employee growth always means the Organization’s growth and more productivity 
• Get the maximum work done utilizing all resources  
• The work will not be delayed due to the absence of the approver 
• You can concentrate on things that are important at your level  

Now, let’s discuss whether you are ready to evaluate the following aspects before you delegate the work:  

• What are the entities that you can delegate?  It works and seamlessly fits well with the Standard approval flow. 
• Who is the best fit out of your subordinates to handle that work?  
• Look for enough details you are sharing with the person to whom you are delegating a task so getting a task assigned gives them option to review the details before providing a go ahead. 
• Give them adequate time and follow up regularly 
• Empower them to take the decisions  

Thus, to summarize how delegation works, let’s recall what we discussed till now.  

• Mark the user as out of the office and add the start and end date.  
• See the workflow tasks being assigned to the substitute on a scheduled basis and delegate an individual work item 
• Select the Delegate option in the menu and then enter the user to whom be delegated to along with a comment 
• This action will reassign the work item to that user so they can conduct it 
•  If you plan to be out of the office or otherwise unreachable to act on work items for a period, you can automatically entrust new work items to other users using the User options page