Issuing and Managing Delegations

Issuing a Delegation

1. Navigate to Delegation Panel: From the dashboard, select the option to ‘Create a New Delegation’.
2. Select the Delegation Type: Choose the type of delegation based on your needs – individual, department, or team.
3. Define the Delegation:
4. Role/Person: Select the role or person you are delegating to.
5. RACI Category: Choose the appropriate category from Responsible, Accountable, Consulted, and Informed.
6. Description: Provide a clear description of the delegated authority.
7. Set Timeframe: Specify the duration for which the delegation is valid.
8. Attach Policies: Link to your organization’s delegation of authority policy or any external policy relevant to the specific delegation.
9. Review and Issue: Double-check the details and click ‘Issue Delegation’.

Managing Delegations

1. View Delegations: Access the ‘Manage Delegations’ section to see all active and past delegations.
2. Filter and Search: Use filters to view delegations by role, department, team, or RACI category.
3. Edit or Revoke Delegations: Select a delegation to edit its details or revoke it if necessary.

Notifications and Acknowledgments

1. Receive Notifications: When a delegation is made, the designated individuals receive notifications.
2. Acknowledge Delegations: As a recipient, you can acknowledge a delegation through the notification or directly in the system.
3. Redelegate if Necessary: If you have the permission to redelegate, you can do so by selecting the delegation and choosing ‘Redelegate’.

Best Practices

• Regularly Review Delegations: Ensure delegations are current and relevant.
• Clear Descriptions: Provide detailed descriptions for clarity.
• Policy Alignment: Always align delegations with your organization's policies.

Support and Troubleshooting

• Help Center: Use Aptly’s help center for common issues and FAQs.
• Contact Support: If you encounter specific problems or need further assistance, contact Aptly’s support team.