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How to Use Managerial Delegation
Who is this article for?Review Authorsconfiguring simple delegation.
Please Review Participants can delegate their role on a review if allowed by a review owner.
Managerial delegation in Please Review empowers team leaders to reassign review tasks, allocate roles, and oversee the review process for their team members, fostering effective management of collaborative document evaluations. This advanced feature enhances organizational control, enabling managers to maintain visibility and orchestrate reviews according to team dynamics and project priorities.
Managerial Delegation
Users with a minimum Workgroup role of Reviewer and Delegator can delegate to more than one other participant whilst remaining active on the review themselves. The Delegator role also allows the user to set up personal distribution lists.
The ability for a review participant to delegate/add additional participants to a review is managed by the review Owner. If managerial delegation is enabled by the review Owner, the review participant can add additional participants to the review via the Review Control Panel, using the ‘Add Participants’ option:
- ‘+P’ symbol identifies participants with managerial delegation ‘Add participants’ option:
- The ‘Add Participants’ option will display the following screen where you can search for users individually, display all available users in the Workgroup or select personal distribution lists:
- Select all participants that you would like to add to the review and click ‘Add’.
- The selected participants will then be added to the top list ‘participants already included on this review’.
- Edit and Remove options will be available but only against the newly added participants.
The Review Control Panel will display the newly added users with the ‘delegate’ symbol but, unlike with simple delegation, the delegator will still be an active participant in the review. Hovering over the ‘delegate’ symbol will provide details of who added the participant.