Access Request, Security, and Workflow

Summary

Access Request, Security, and Workflow

Body

   Overview   

 

Description: An overview of security and workflow in the UGA Financial Management System.  Topics include assigning or removing approval roles, requesting temporary alternate approvers, and running related security and workflow queries.

Format: Recorded, Self-Service in the OneSource Training Library

 

Course Materials

Understanding Security and Workflow Presentation

 

Course Recording

Access Request, Security, and Workflow Video

Chief Financial Officer - Approving Security Requests & Assigning Approvers Video

 

Course Resources

Security Roles Spreadsheet

Quick Start to Financials Approval Pools

Temporary Approvers Quick Start

 

  1. Requesting System Access (Managers and HR Supervisors)
  2. Working with Approvals (CFO Approver)
  3. Assigning Ad Hoc Approvers
  4. Running Security Queries

Details

Details

Article ID: 149016
Created
Sat 9/24/22 11:01 PM
Modified
Fri 1/5/24 5:06 PM