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Important Notes:
Approvers must create delegation rules based on the type(s) of approval action being delegated:
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Delegation rules are added or removed , on an individual basis, as needed. Approval delegation rules can be enabled or disabled by the existing designated approver(s). If you need to make permanent changes to approvers listed in the approval workflow matrix, submit the approval workflow maintenance form. The Office of Continuous Improvement (OCI) and Human Resources cannot add, edit, or remove approval delegations. |
Step 1: Log in to Bronco Hub & Access Worklist Preferences
Begin by signing in to Bronco Hub.
Select the Notification Bell in the upper-right-hand corner.
Select Show All.
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Within the BPM Worklist window, select the chevron to the right of your name.
Select Preferences from the drop down list.
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Step 2: Create Delegation Approval Rule
Select My Rules from the left navigation.
Select the + icon.
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Input the following details about the rule:
Name: Enter a name for the delegation rule you’re creating.
Include the name of the person you are delegating approval authority to.Use as vacation rule: Select the checkbox if this delegation rule will be in place while you’re on vacation.
Execute rule only between these dates: Select the checkbox to designate the rule for a specific time frame. Once the checkbox is selected, enter a Start Date and Enter Date.
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Delegate All Approval Tasks
**Jump to the next section if you want to delegate some but not all approval actions**
Select All Tasks from the TASKS dropdown.
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To remove a previously saved Approval Rule, select User Rule from the left navigation Rules panel and select the X.
End of Process
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Delegate Some (not all) Approval Tasks
**skip this step if you delegated all tasks as outlined above**
Select Tasks matching these conditions from the TASKS dropdown.
Select the chevron to the right of the +.
Select Basic.
Select Category.
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To remove a previously saved Approval Rule, select User Rule from the left navigation Rules panel and select the X.
End of Process
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Need help with the steps above?
If you need assistance with the process outlined above OR have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.