Working with Delegate Configurations

Objective

After completing this lesson, you will be able to identify Delegate Configurations.

Introduction

In this unit, you will refresh your knowledge of the Delegate Configurations configuration tool that you learned about in the Concur Request Configuration Tools Overview unit. Then, you will learn about the specifics of the configuration and see how to configure delegates for CVI.

Note

It is strongly recommended that you have a copy of CVI's business requirements available as you complete this unit.

After completing this unit, you will be able to:

  • Identify Delegate Configurations.
  • Configure Delegates in Concur Request based on CVI's business requirements.

Delegate Configurations Refresher

Delegation in Concur Request is the same idea as it is in Concur Expense and Concur Invoice: It allows you to configure the ability for one user to delegate some of their authority to another user. For example, some users may have an administrative assistant who creates requests on their behalf. Another common scenario is when a manager delegates their approval authority to another manager, so approvals are not delayed if they are out of the office.

The Delegate Configuration tool is shared between Concur Request and Concur Expense. If you activate the delegate feature for expense reports, it automatically becomes active for requests, and vice versa. You will need to make sure the business owners of the expense and request processes are in agreement before starting the configuration.

Options Available for Delegation

Review the table below to learn about the options available in Delegate Configurations.

SettingDescription
Maximum Time Period to Approve (Days)If the Delegate can approve during specified period is activated, enter a number in this setting to place a time limit on approval delegation.
Restrict delegate selection to user's groupWhen activated, the delegate must belong to the same group as the user.
Require approver role for approval delegationWhen activated, an approval delegate must also have the approver role on their profile.
Restrict approvers to those with equal or higher authorized approver limitWhen activated, the approval delegate must not only be an approver, but they must have an equal or higher authorized approver limit. This option is only available if the previous option is activated, and you must be using Authorized Approvers in your Workflow to take full advantage of this feature.
Delegate can prepare reports/requestsAllows the user to delegate their ability to create requests. This feature can be activated for the user, the user administrator, or both.
Delegate can submit cash advances and reportsAllows the user to delegate the ability to submit cash advances and expense reports. This feature can be activated for the user, the user administrator, or both.
Delegate can submit requestsAllows the user to delegate the ability to submit requests. This feature can be activated for the user, the user administrator, or both.
Delegate can use ReportingAllows the user to use the Cognos reporting tools on the user's behalf. This feature can be activated for the user, the user administrator, or both.
Delegate can approve cash advances and reports/requests (any time)Allows the user to delegate their approval authority with no time restrictions. This feature can be activated for the user, the user administrator, or both.
Delegate can approve during specified periodAllows the user to delegate their approval authority, but only for a set amount of time. You can use the Maximum Time Period to Approve (Days) option to limit the amount of time the delegation is valid. This feature can be activated for the user, the user administrator, or both.
Delegate can preview report/request for approverAllows the user to delegate the ability for an approver to review, but not approve an expense report and request. This feature can be activated for the user, the user administrator, or both.
Delegate can view receipt images for reportsAllows the user to delegate the ability to review receipt images on their expense report. This feature can be activated for the user, the user administrator, or both.

Resources

Select Delegate Configuration Setup Guide to open the system documentation for Delegate Configurations.

You've refreshed your knowledge of Delegate Configurations. Now progress to the next lesson and see the process of configuring delegates for CVI.

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