My Delegates

Overview

The My Delegates page allows Primary Supervisors to setup their Delegates.

Delegates are people that can substitute for a Primary Supervisor in VTA Learner to:

• Approve enrollment for a scheduled class event or start a self-study course (if approval is required)

• Update or approve a Team Management Group rating via the My Team Manager page

A Delegate may be set as valid for a specified period of time or set forever by not setting a To date.

Only one Delegate may be active at any given time. You cannot create overlapping delegation periods. For example, if Jane D. is set as a Delegate for the first week of June, then you cannot set up Joe S. as a Delegate for the month of June because the data ranges overlap. You would have to adjust Joe's Start Date to be after Jane's ended.

Managing Delegates

Grid

The grid will display the following for each Delegate (see image below):

• Name - Student's name.

• From - Start date of the delegation period.

• To - End date of the delegation period. If blank, the delegation period is unlimited.

• Approve Enrollments - If selected, the Delegate can approve requests for a scheduled class event or start a self-study course (if approval is required).

• Approve Team Management - If selected, the Delegate can update or approve a Team Management Group ratings.

All columns are sortable by clicking the column header name.

You can see 3 Delegates set up for the Primary Supervisor below.

Marc and Monda were set up with a limited delegation period (because a "To" date was set).

Sharon has been given unlimited delegation rights starting July 1, 2016.

Notice that each Delegate was give varying access rights during their delegation period.

Making Changes

Adding Delegates

To add a Delegate, click the Add button.

This will take you to the Add Delegate page.

Editing Delegates

To edit an existing Delegate, click the edit icon () for the person you wish to edit.

This will take you to the Edit Delegate page.

Deleting Delegates

Deleting Delegates is simple a 2-step process:

1. Select the person you wish to delete (or use the "select all" check box in the header of the grid to select all rows).
2. Click the Delete button.  

• Learner will ask you to confirm the delete request. Click OK to confirm the request.

Your System Administrator controls access rights to add, edit or delete Delegates in VTA Learner. You may not have access to this page, even if you are a Primary Supervisor.