Using CA Service Catalog for Catalog Users › Handle Requests Pending Action › Auto-Delegate Your Own Requests Pending Action

Auto-Delegate Your Own Requests Pending Action

You can optionally use auto-delegation to specify that all of your newly assigned or transferred requests pending action are automatically delegated to another user. Auto-delegation is typically useful for managers who monitor requests but who do not address requests directly. Auto-delegation is also useful for users who are out of the office for travel, vacation, or another reason. Thus, auto-delegation helps ensure that requests are addressed in a timely manner.

Note: The access control option named Display Auto-Delegation on User Profile under Administration, Configuration determines whether users have the ability to view and change auto-delegation settings, according to user roles that have access to User Management UIs. For details, see the administration configuration settings in the Implementation Guide.

To auto-delegate your own requests pending action

1. Move the cursor to the top right portion on the screen and click the Profile button next to the Help button.

   The User Profile window appears; the fields are read-only.

2. Click the Edit button.

   The fields on the window open for editing, and the title of the window changes to Edit User Profile.

3. Click the down-arrow icon next to the Request Auto-Delegation heading.

   The Request Auto-Delegation setting for your user ID opens, so that you can view and optionally change it.

4. To remove an existing auto-delegation (if applicable), click the red "minus sign" icon.
5. To add or change auto-delegation, click the magnifying glass icon.

   The Search and Select User Search dialog appears.

6. Review the list of users.

   Note: The Search User scope is based on the administration configuration of either all users (global) or only users in the same business unit. For details about setting this configuration, see the sections describing the Administration, Configuration, Options menu in the "Configuring" chapter of the Implementation Guide.

7. Click the name of the user to designate for auto-delegation.

   The dialog closes, and you return to the Edit User Profile window. The user you selected is named in the Delegate field.

8. Verify that the correct user is designated for auto-delegation and click OK.
9. Click Done.

   You return to the original window that was open before you clicked the Profile button.

All new requests pending action for your user ID is auto-delegated to the user named in the Delegate field.