Delegation

Question 1

Delegation approach

Answer 1

1. create a dedicated delegation rulset (unlocked)
2. identify users responsible for maintaining policies (specifc access group)
3. identify policies that should be delegated (rules that changes how a case is resolve)
4. start small and then delegate more rules (decision rulse used for routing, correspondence templates, calculations for fee schedules
5. do not delegate rules that change the case itself
6. add to the favourits list
7. done by SA

Question 2

to whom we can delegate a rule

Answer 2

• My personal
• My access group
• Other access groups
• Other user personal