Delegations

One of the distribution options is to create a delegation. This sends tasks to a delegator to forward to the appropriate person at a later date. If there are multiple targets for a delegation, users will be able to forward some tasks to one assessor, and other tasks to another assessor.

How to complete a delegation

• If a distribution was created using a delegation, the designated user needs to complete the delegation by assigning assessors.

• Log in as the delegator.

• From the Assessment Tasks tab, click on the relevant assessment.

• You'll see a list of targets in a table.

• Click the checkbox beside a target name.

• At the bottom right click 'Select Assessors'.

• Search for as assessor and click the checkbox beside the assessor name.

• If you need to add an additional external assessor you may do so by clicking the 'Add Additional Assessor' button. This will allow you to enter the email address of an existing external assessor or even add a new external assessor if necessary.

• After adding the required assessors, click 'Proceed to Confirm Assessments'.

• If you wish to change mark the delegation as complete, click the checkbox. This will move the task to the delegator's My Completed Tasks list. If you have targets without assessors/evaluators, you will receive a warning. If you'd rather that the task to stay on the Assessment Tasks tab, do not click the checkbox.

• Confirm your choice by clicking 'Create Assessment Tasks'.

• The list of targets and assessors/evaluators will be updated with the newly entered information.

In the date range based delegation above, the delegator has assigned 2 targets to Alex Adams and 2 to Bennett Adkins. The rest of the tasks will be assigned at a later date.