Delegate Oracle Tasks

Overview/Introduction

Follow these steps to delegate your Oracle approvals when on vacation or out of the office.  Examples of approval tasks are PTO requests, Purchasing Approvals, etc.

Details

To setup a delegate, login to Oracle:

1. Click the Notification Bell in the top right corner of the screen - 
2. Click 'Show All'
   Then click the 'Worklist' button in the top right of the screen
   • Note that if you have a pop-up blocker, the site must be exempted to proceed.
3. In the new Worklist window, click the dropdown arrow for your profile name and select 'Preferences'
4. Check the 'Enable vacation period' box.
   1. Enter a Start and End date
   2. Select the 'Delegate to' option  ** Do not choose 'Reassign' unless you understand the limitations (see FAQs for details) **
   3. Click the magnifying glass to search for the person you would like to Delegate to.
      
   4. Enter full or partial search criteria and click the 'Search' button
   5. Select the radio button next to the correct person and click 'OK' 
   6. Click Save on the previous screen

FAQs

Q: Why should I choose Delegate and not Reassign?

A: Delegate access allows someone to act on your behalf.  Reassigning access gives someone else responsibility for that task.  If you reassign to someone who doesn't have the correct permissions in Oracle, they will not be able to act on the task.

See Also