The Delegate Management page allows the Super User to assign Delegates for Supervisors. A Supervisor can have many Delegates. A person can also be a Delegate for many Supervisors.
To assign a Delegate, the Super User must first search for and select the Supervisor that the Delegates are to be assigned to. Supervisors can be searched for by Last Name, First Name, User Name, or by Institution and/or Department. After putting in the search criteria, click ‘search’ and the list of Supervisors matching that search criteria will be populated in the drop down list.
The next step is to select the desired Supervisor from that drop down list and click ‘get delegates’. Any existing Delegates for that Supervisor will appear in the grid. In the example below, supervisor Lisa McAnulty was searched for, and selected and you can see one Delegate (Cynthia Zirpolo) is assigned.
Delegates can be removed by checking the Remove box and then clicking ‘remove delegates’. Additional delegates can be added by clicking ‘add delegates’. The process of adding a delegate to a supervisor uses the same process that is used to add people to a Supervisor’s hierarchy. It is a two-step process, where you search for and add any delegates to a running list and then add them as delegates once you have identified them all. Following are the steps to add delegates Arthur Bianchini and Gloria Dunbar to Supervisor Lisa McAnulty.
First, Arthur Bianchini was searched for and added to the list, and then Gloria Dunbar was searched for and added to the list.
After selecting both Arthur Bianchini and Gloria Dunbar, and clicking the ‘add delegate’ button, the following page is presented. Supervisor Lisa McAnulty now has 3 delegates.