Staff can access the Account Delegate and Account Delegate Global eDocs under the Chart of Accounts page in Kuali Financials (KFS).
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The Account Delegate and Account Delegate Global eDocs are used to establish new or copy/edit existing Account Delegates. The Account Delegate Inactivation Global is used to inactivate existing delegations. Delegated users are authorized to take workflow actions on documents on behalf of the fiscal officer.
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The Account Delegate Global will over-write all existing delegations. To retain existing delegations, they must be included on the Account Delegate Global eDoc. |
Inactivating Delegations
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Click on the Account Delegate Inactivation Global link to open a new eDoc. (Chart of Accounts ~ under Activities)
Enter a Description.
Complete the Edit List of Account Delegates tab:
Click the Look Up/Add Multiple Account Delegate Lines icon:
Enter the search criteria, such as Delegate Name or Fiscal Officer:
c. From the search results, select the delegations to inactivate, and Return Selected.
Submit the eDoc. It will route to the Chart Manager and the Fiscal Officer for approval (if not completed by the Fiscal Officer).
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