How to Setup Delegation

In case you are planning to be out of the office or otherwise inaccessible to act on work items for some time, you can automatically delegate new work items to other users using the Business Central Delegation app offered by Peritos Solutions. 

Set up the automatic Business Central delegation 

After the installation is done, it will appear on the home page. Here you can select and manage the configuration.   

Click to open the configuration option  

• Delegation allowed would enable the functionality 
• Exception logging would enable the logs to be created if an exception is perceived  
• The delegation log entry is to create the log entries for all delegations done via the extension in the system   
• Select and enable the batch job  option to run the delegation as per a predefined schedule. 
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• Setting up the delegation and out of office  for each user would help to get the delegation requests being aligned properly. 

After enabling the first option delegation allowed in the previous step starts functioning; if a user is planning to go out of the office, it should be added in the Approval user setup with start and end date as indicated below. 

• Add a checkbox for out of the office and put the Start and End date 
• Add the Substitute User  
• Click on Delegation  
• Click on Run so all tasks currently in approval with the Admin user would be assigned to integration. The Bridge user would be run on a scheduled basis

Business Central Delegation App enables users and organizations to analyze, act on, and automate the data to digitally transform their businesses. Delegation is a vital skill for great leaders and provides important advantages for you as a leader, for your team members, for the team and therefore also for business. So, the next time you´re feeling overwhelmed with your to-do list, try to ask yourself with each item whether it´s the best use of your time that you do these assignments or if someone else in the team could also do an excellent job.