The COI Delegate functionality allows users to assign delegates to have access and complete their disclosure on their behalf. These delegates can edit the disclosure but cannot submit; that still must be done by the end user. Below outlines how to manage delegates and access disclosures you've been assigned to in Kuali Research COI.
Currently this functionality can be enabled by Kuali if requested; eventually an option to enable in the Configuration section will be added. If interested in the Delegate functionality let us know by submitting a support request and we can enable in your SBX to test and eventually apply to PRD when ready.
Once enabled, you will have the 'Manage Delegate' option in the menu options where you can assign other users as delegates and see what users you've been assigned as a delegate.
You can assign as many users as you desire in the 'My Delegates' tab via the 'Add Delegate' option. These users will have access to your COI disclosure to view and complete on your behalf. At any time you can delete assigned delegates using the trash can icon.
The 'Users Delegated To Me' will show any other users that have made you the delegate to their disclosure.
If a user has been made a delegate for another user for a COI disclosure then in the 'View Disclosures' tab you will see additional options in the 'Disclosure Designated to Me' tab. This is where you can view the history of the disclosure for users that have delegated to you for completion. If you've been assigned to more than one you can use the dropdown option to change the view to the given user.