Introducción a Concur Request
Exploración de las herramientas de configuración de Concur Request
Exploración de las herramientas de administración de Concur Request
Exploración de los requisitos empresariales de Concur Request
Configuración de la gestión de listas
Configuración de configuraciones de delegado
Configuración de las opciones del sitio
Configuración de asistentes
Configuración de ubicaciones
Configuración de reglas de auditoría
Configuración de oficinas de la agencia de viajes
Configuración de avisos por correo electrónico
Configuración de informes impresos
Configuración de la administración de la empresa

Configuring Delegates

Objective

After completing this lesson, you will be able to configure Delegates in Concur Request based on CVI's business requirements.

Delegate Configurations

You'll remember from the Concur Request Business Requirements Overview unit that CVI has the following business requirements for delegates:

  • Employees with administrative assistants can have the admins create and submit requests on their behalf.
    • Their admin must live in the same country as they do.
  • Managers can delegate their approval authority if they are out of office.
    • The other manager must live in the same country as they do.
    • Approval delegation can only last 60 days or less.

Your counterpart on the expense configuration team has confirmed that their requirements are the same. You have agreed to complete the configuration.

Delegate Configuration Process

Working with Delegate Configurations

Steps

  1. Access Delegate Configurations

    Select Delegate Configurations from the Request Admin tools to access Delegate Configurations.

    Select Delegate Configurations from the Request Admin tools.

  2. Open the Default Configuration

    The default Delegate Configuration is highlighted in the screenshot.

    Double-click Global.

  3. Update Delegate Settings

    Enter the required fields to update the Delegate Settings and select Save to continue.
    1. Change the Delegate Configuration Name to *CVI Delegate Configurations.
    2. Enter 60 into the Maximum Time Period to Approve (Days) field.
    3. Select the Restrict delegate selection to user's group checkbox.
    4. Clear the Delegate can approve cash advances and reports/requests (any time) checkboxes.
    5. Select the Save button.

Result

The Delegate Configurations for CVI have been completed.

Learning
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