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A. If you need to set up a simple delegation on only one or a few accounts, you can use the Account Delegate eDoc. If you need to set up a delegation that involves many accounts, and/or more than one e-doc eDoc type, then you should use the Account Delegate Global eDoc.
Q. If I want to set up a delegation for all KFS eDocs, what do I enter in the Document Type Name field?
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A. An account can only have one primary delegation for each type of e-doceDoc, but can have several secondary delegations.
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A. By making someone a primary delegate, the delegate will receive e-docs eDocs in their main action list view. The fiscal officer will be still able to access and approve these e-docs eDocs by using the drop-down menu in their action list and choosing the name of the primary delegate.
By making someone a secondary delegate, the fiscal officer will continue to get e-docs eDocs in their main action list view. The secondary delegate can access delegated e-docs eDocs by using the drop-down list menu in their action list and choosing the name of the fiscal officer.
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A. It is recommended that you have a secondary delegate at all times in case of an emergency. It is also recommended that you delegate “up.” This would mean making your supervisor a secondary delegate so that they can approve e-docs eDocs on your behalf in case you are unable to.
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A. An Account Delegate Model allows you to define a common delegation structure for your organization (department). Once the model is created, you can easily apply this model to accounts by using the Create New Global from Model menu option. This is helpful if you have different delegates based on e-doc eDoc type, and can be used when you create new accounts that will need delegations.
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A. In emergency situations, the Enterprise Financials can do a Super-User Approval, or can re-route an e-doc eDoc to another individual. Please open a help request with the UITS Help Center by using the online web tool at https://techsupport.uconn.edu/ or by calling 860-486-4357 (HELP) and they will send the request to Enterprise Financials . These requests will be evaluated on a case-by-case basis.
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A. Yes, some departments use delegations to distribute workload by e-doceDoc. For example, one person may be made a primary delegate on all accounts for RequisitionsGeneral Ledger Transfers, and a different person for Disbursement VouchersBudget Adjustments. In this example, all other eDoc types would still route directly to the fiscal officer.
Q. I still have questions about delegations; who can I contact?
A. Please contact Annette Pavone at annette.pavone@uconn.edu.
Q. My delegate approved something that I would not have approved, and now the transaction is being questioned. Who is responsible?
A. The Fiscal Officer is ultimately responsible for activity in the account, including transactions approved by a delegate. Be sure that your delegate is knowledgeable and is someone you trust to make decisions in your absence. You may want to consider adding a maximum transaction threshold on the delegation. Whenever possible, delegate “Up” to a supervisor.
Q. How can I inactivate delegations?
A. There are 3 different ways to inactivate a delegation:
To inactivate a delegation on a single account, search for the delegation at Chart of Accounts ~ Activities ~ Account Delegate. Then click edit to edit the delegation, and uncheck the “Account Delegate Active” box.
Initiating a new Account Delegate Global eDoc will overwrite all existing delegations with the new delegates.
Initiate an Account Delegate Inactivation Global eDoc to inactivate multiple delegations.
Q. I still have questions about delegations; who can I contact?
A. Please contact Annette Pavone at annette.pavone@uconn.edu.