Delegates

Guidance

1. Navigate to Guided Help and select System Help

It is best practice to use Guided Help when assigning Delegates.

From your homepage, expand the blue navigation bar by clicking the carrot ">" under the PMWeb logo. 

Then, click on "Guided Help". In the pop up menu, expand "System Help" and click on "Out of Office Delegation".

2. Navigate to the Settings menu

Use the arrows in the top navigation bar to scroll all the way to the right. Click on "Settings".

3. Access the Delegates menu

Click on "DELEGATES", located in the gray box on the left of the screen.

4. Add a Delegate

Click "Add" in the table toolbar

• Select Level

• Select Role

• Select Delegate

• Select records to which this delegation will apply

• Select an End Date

• Add notes if needed

• Click "Save"

5. Activate the Delegate

REMINDER: If you've not done so already, activate your delegation the day before you go on leave.

Hold down the CTRL button on your keyboard and click on the line you entered.

The line will turn gray to indicate selection.

Click on "Activate Selected" in the table toolbar.

You will see a date appear in the "Activated" field when it is active.