To edit a delegation go to the individual profile of the person who has delegated their responsibilities to someone else and click Delegation.

Select the delegation you want to edit and click to open it.

Click the Make amendment button to enable editing of the delegation.

While in draft, all elements of the delegation can be updated using the buttons on the right hand side. Documentation can be added at this point. Once the delegation is ready click Continue to move it to active.

You will be prompted to select whether the delegation requires approval in the system, or not. If you select No give a reason and confirm the delegation start date, then click Confirm delegation to make it active.

If you select Yes all those involved will be notified and asked to review. There is then an option to allow the delegation to activate automatically, or not once the reviews are complete. Click Notify individuals to continue.

Once any reviews have been completed the delegation shows as active for that individual.