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Fiscal Officers may wish to set up a permanent secondary delegate for emergency situations. The Office of the Controller recommends delegating “up” to a supervisor. This secondary delegate can filter their action list to retrieve items that are waiting to be approved by the Fiscal Officer. |
Creating a New Single Delegate
- Click on the Account Delegate link to search for an existing delegation by account number, Document Type, and/or by the delegate’s NetID.
- Enter the Chart Code (UC).
- Enter the Delegate Account Number.
Enter the Document Type.
Info title Info Use KFS for all documents. For more information, see Chart of Account eDocs and Short Names by eDoc Type.
Note title When you create new accounts, delegations will not automatically copy over from other accounts; you must create delegations for the new accounts.
- Enter the new delegation's NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
If you wish, select an Approval From/To Amount; this is optional.
Warning Be careful with the approval thresholds. If the document is one penny over, it will not delegate.
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- See the filter information below.
Leave the Account Delegate Primary Route box unchecked for Secondary Delegation
Info The action list filter shown above is located at the top right of your action list. It will only appear if there is something that you can approve on behalf of the delegator.
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