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Delegating a check

Delegate tasks to team members and contractors

Updated over 4 months ago

You can delegate checks to team members and contractors.

  1. Ensure that the responsible team members have been assigned the Monitor Responsibilities within the workflow settings.

  2. Click on the cog icon and select Delegate Users.

  3. Choose the user you would like to delegate this check to, and then click Update.

  4. Once check has been delegated, a heart icon will appear on the check.

Did you know?

  • You can add triggers to notify users when an event has been delegated to them.

  • You can switch between 'My View' and 'Team View' to see requests, actions, or checks that have been delegated to you or are applicable to the whole team.

  • a. 'My View' will list requests, actions, checks that have been delegated to you.

  • b. 'Team View' will list all request, actions, checks that have been raised / scheduled and have to completed by the team.

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