Staff can access the Account Delegate, Account Delegate Global, and Account Delegate Inactivation 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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Inactivating Delegations using the Account Delegate Inactivation Global eDoc
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).
Account delegations can also be inactivated for individual accounts by looking up the delegation, clicking edit, and unchecking the Account Delegate Active box.
Types of Delegations
Primary Delegation
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