AssetWise CONNECT Edition Help

To Delegate a Task to Another User

In AssetWise, you can delegate a task to another user or skill group, providing you have been granted the appropriate user security to do so. Delegating a task creates a copy of the original task. The copy is linked to the original task, of which you remain the owner.

You can delegate a task directly from the Work Exchange - Work in Progress folder, or depending on the type of task, you may also be able to delegate it directly from the object's page, via the Work Tasks menu. For example, you can delegate a risk action task to a skill group, directly from an Early Warning Notification.

Follow these steps in order to delegate a task from your Work Exchange - Work in Progress folder:

  1. From the Work Exchange tile, select Work in progress. The Work in Progress page appears, listing all of your tasks that are in progress.
  2. Open the task that you want to delegate.
  3. From the Actions menu, select Delegate selected.
    The Delegate Task dialog appears, for example:
  4. Select the Assignee from the list.
  5. Accept or select the Due date by clicking the calendar icon ( ), and selecting a date.
  6. Enter Task instructions in the box provided, and then click Delegate task.
The task is removed from your Work Exchange - Work in Progress folder, and is assigned to the specified user or skill group.