Managing General Delegations

View General Delegations & History

 

1. You can look into the history of the General Delegations in 2 different ways. To look into the full General Delegations history select the blue View General Delegations History link on the top section of the General Delegations (See History section for more info.)

2. You can also select the individual Section of the General Delegations by selecting the View History link located at the bottom left of every Section.  This also routs you to the History section, but it only shows you the history of the selected Section of the General Delegations.

 

Edit General Delegations & Sections

 

1. You can Edit a General Delegations by selecting the blue Pencil icon next to the name of the General Delegations.  From the new screen simply make any desired changes and click Save.  

2. You can Edit a specific Section by selecting the blue Edit icon in the bottom right corner of the desired Section. 

3. To Delete a General Delegation (Admin access required) select the red X icon to the right of the associated General Delegation.  To Delete a Section within a General Delegation (Admin access required) click the See details link next to the associated General Delegation then click the Delete icon in the bottom right of the associated section.

 

Add a Section

 

1. You can Add a Section to a General Delegation by selecting the blue Add a Section icon on the top right side of the page.

2. Fill out the Section by entering the Section name, Description, any Related Memos, and the order you'd like to have it sorted in. 

3. Click the blue Add Delegates button near the bottom of your Section to add delegates. 

4. A dropdown menu will appear next to the Add New Delegate icon.  From the dropdown menu select the delegate you want for your new section.

5. Click save to complete your new Section.