Delegation and Cover

Delegation hands one person's work to another for a period. It is how annual leave, sickness and secondment are handled without reassigning every case individually and then reassigning them all back.

Where to find it

These features have no dedicated Architect Panel section of their own. They are configured through their datastores, opened from All Datastores, and most of what a caseworker sees appears on the record itself rather than on an admin screen.

Delegate for a period

A delegation carries a start and an end. That matters more than it sounds: a delegation without an end is a permanent grant somebody set up for a fortnight in 2023 and never removed, and it will be found at audit rather than by anyone noticing.

What delegation is not

It is not a transfer of responsibility. The original owner remains the owner and the delegation is visible as such, so the record shows who acted and on whose behalf. Where the intention is genuinely to hand a case over, reallocate it rather than delegating it indefinitely.

Expiry

The Worklist Housekeeping task expires delegations whose period has ended. Without it running, cover set up for a fortnight quietly persists. Enable it hourly under Automation → Tasks.

Practical advice

Set the delegation up before the leave starts rather than on the last afternoon, and let it run a day past the return so anything that arrived on the final morning is still covered. Review active delegations monthly — the list should be short, and anything on it that surprises you is worth asking about.