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Delegate or hand over tasks

You can delegate or hand over GRC tasks to another role or to another user (issues only). To do so, click Change responsibility/Open user search Change responsibility, and then Hand over task Hand over or Delegate task Delegate.

The following prerequisites must be met:

  • The delegation and/or hand over of tasks is enabled in the Risk and Compliance configuration.

  • You are the owner of the task.

  • The task has the status Open.

Delegate task Delegate

Hand over task Hand over

Purpose

Delegation transfers the editing of a workflow task to a different role/user. Delegation is used, for example, if a different role/user has the proper expertise to edit the task, but the role responsible must be retained.

Handover transfers the responsibility of a workflow task to a different role/user. Handover is used, for example, if the role/user is not responsible and the task is only accidentally assigned to the role/user.

Effect

The previously assigned role/user (now: role responsible/user responsible) can still delegate or hand over the task but can no longer edit the task.

The role to which the task was delegated can edit the task.

The task is removed from My GRC tasks of the previously assigned role/user and is now displayed in My GRC tasks of the newly assigned user role/user.

The previously assigned role/user can no longer hand over, delegate, or edit the task.

The task is removed from My GRC tasks of the previously assigned role/user and is now displayed in My GRC tasks of the newly assigned user role/user.

Attribute

The role who delegated the task is now the role responsible.

The role who handed over the task is no longer displayed.