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Approach

Approvals & Workflow c hanges resulting from the upgrade Sherrie Kutzler , director of Accounting Services. Approach. Recommendations from approvers Multiple alternate approvers (pool) Consistency in look and function New delivered functionality Approval WorkCenter. Alternate Approvers.

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Approach

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  1. Approvals & Workflowchanges resulting from the upgradeSherrie Kutzler, director of Accounting Services

  2. Approach • Recommendations from approvers • Multiple alternate approvers (pool) • Consistency in look and function • New delivered functionality • Approval WorkCenter

  3. Alternate Approvers • Today: • One primary, one alternate • Escalation period on some transactions (five day wait before alternate may act) • Escalated transactions no longer accessible to primary approver

  4. Alternate Approvers • After upgrade: • One primary, multiple alternates (a pool of alternates) • Primary and alternates can all access transaction immediately • Transaction stays on primary approver’s work list until acted upon

  5. Consistency • Actions available to approvers • Approve • Send back • Hold • Approvers with multiple roles only need to approve once • See which other approvers associated • Inquiry access to data entry screens

  6. Consistency

  7. WorkCenter • Can be used instead of or in addition to: • Worklist (for primary approvers only) • Direct navigation to PS approval pages • Key navigation and resources available • Lists transactions by role and type

  8. WorkCenter

  9. Questions? • Email esup@umn.edu • Web site upgrade.umn.edu • Watch the full sneak peek on approvalsz.umn.edu/approvalssneakpeek

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