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Delegation & authority

Keep decisions moving during team absences

Assign approval substitutes with clear categories, validity and authority while retaining the actual actor in decision history.

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DekaSignApproval delegation
DELEGATION / 03

Keep approvals moving

Scheduled
Principal
AP
Andi PratamaOperations manager
Delegate
NP
Nadia PutriTeam lead
Starts26 Oct · 08:00
Ends30 Oct · 17:00
Scope: ProcurementOnly tasks covered by the delegation authority.
Actions retain the delegation context.
Product illustration · Sample data
Authorized categories
Scope
Defined start and end
Validity
Decision actors remain recorded
Identity
BUILT FOR YOUR WORK

The details that keep work moving.

01

Choose an authorized substitute

The substitute must be active and hold the required category approval rights throughout the delegation. Delegation does not create new category permissions.

02

Limit validity and categories

Choose categories, a reason and validity dates. Activate immediately or schedule coverage for planned leave and absences.

03

Respect Actor policy

Only tasks on Actors that permit delegation can use a substitute. Workflow policy continues to define the action boundary.

04

Record the authority used

Approvers can arrange their own scope; an Owner or specifically authorized Admin can assist. History records the actor and their authority.

DekaSignApproval delegation
DELEGATION / 03

Keep approvals moving

Scheduled
Principal
AP
Andi PratamaOperations manager
Delegate
NP
Nadia PutriTeam lead
Starts26 Oct · 08:00
Ends30 Oct · 17:00
Scope: ProcurementOnly tasks covered by the delegation authority.
Actions retain the delegation context.
Product illustration · Sample data
INSIDE THE WORKSPACE

Manage substitutes without losing context

Delegation shows mandates and validity while approval tasks remain linked to their original requests.

  • Review the original approver, substitute and categories in one mandate.
  • Set dates in the organization's timezone for an understandable coverage period.
  • Review schedules and end a mandate when coverage is no longer needed.
  • Distinguish the person deciding from the approver they represent.
FROM START TO FINISH

One clear path through the work.

  1. 01

    Define the coverage needed

    Choose the original approver and categories that need coverage.

  2. 02

    Choose an eligible member

    Ensure the substitute has approval authority for those categories and dates.

  3. 03

    Set the validity period

    Enter a reason, start and end, then activate under your authority.

  4. 04

    Follow the decisions

    Review substitute activity and end the mandate if coverage needs change.

PUT IT INTO PRACTICE

From a team’s need to a clear outcome.

Illustrative scenarios you can adapt to your organization’s policies.

A manager takes leave

A procurement manager will be away for a week and needs eligible tasks covered.

  1. The manager selects a substitute with procurement approval rights.
  2. The mandate covers the procurement category for the leave period.
  3. The substitute reviews tasks that permit delegation.

Approvals can continue while decisions retain the substitute's identity.

An Owner arranges unexpected coverage

A Finance approver becomes unavailable and the Owner needs to arrange authorized coverage.

  1. The Owner checks categories and members with the required approval rights.
  2. The Owner creates a mandate with a clear reason and end date.
  3. The team reviews decisions and ends the mandate when the approver returns.

Operational coverage remains within a traceable scope of authority.

Build your process in DekaSign.

Start with the team, forms and documents your work needs.

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