Forms Delegation

This feature allows delegated users to manage forms when managers are absent.

Delegation is normally given to users when managers are on sick, annual or maternity/paternity leave. It allows the delegated user to take over for the manager to keep an eye on users training plans and now they can manage forms. Specifically, delegated users can now sign-off, view and edit appraisals and forms. Typical access to these forms will be via the ‘Dashboard’.

When creating a form template, this option needs to be selected (ticked) whilst it is a Draft Version. Once this has been published, it cannot be altered unless you create a new version of the form. This option will be passed down through the forms created from this template and can be turned on/off at will.

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