Information requests can be sent to multiple recipients, but there may still be situations where a recipient needs to request information from another person to help complete the request. By using the 'Delegate Request' feature, recipients can securely involve others in the process while keeping all responses tracked within Glasscubes.
To do this securely, the recipient should open the information request and locate an item that requires input from another person. They can then click on the item and select the 'Delegate Request' link.
Please note that single-line information requests cannot be delegated to another person. This feature only applies to requests with multiple items.
The item they have chosen to delegate will be automatically selected, but they can also select additional items to include in the request.
Please note: Only the items that have been selected will be visible to the person receiving the delegated request.
Click 'Next' to continue.
If the recipient is a member of the workspace from which the request was sent, they can select another workspace member from the drop-down list. Alternatively, they can enter the contributor’s email address if the person is not part of the workspace.
Finally, they should add a message explaining why the information is required and click 'Delegate'.
The assigned person will receive a notification and can submit the required information directly. The original recipient can then monitor the status of the request and follow up if needed to ensure timely completion.
The item(s) that have been delegated will be marked with a blue arrow in the original information request.
The item that has been delegated will contain the message that accompanied the request, the person it was sent to, and the date it was delegated.
The system will automatically send reminders to the contributor to encourage a timely response.
All delegated items must be submitted before the information request can be marked as complete. If needed, the recipient can withdraw a delegated request by clicking the 'Reset to Respond' link.