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9.2 Dept. Approval Security Instructions

1a) Save / Print the Departmental Online Approval in PeopleSoft Finance 9.2 to your computer.
1b) Mail Completed form to AD412 or AD413.

2) The top portion of this form will require:

Department Name: Name of Department or Division Name
Effective Date: current date

Person Completing Form:– and Phone No. – someone who will be answering questions regarding this form.

Department’s Dean / Chair / Assist Dean / VP: Signature/Typed Name: required by all departments

               Shared Services Director: for departments with Shared Services.This will ensure that each transaction type has an approver all on 1 Form.

3) The Bottom portion of this form will require:
a

Department Numbers: please list all departments. AVOID entering Projects and AVOID referencing ‘an attachment’. Type on this form only.

Name/Title (Typed):  Type employees that will be APPROVING one or more of the categories. These users will need an active Finance Account.

Campus ID: type the actual CAMPUS ID for the person

Journal Approval: please type P in the column if they will be the PRIMARY person to APPROVE for this type of transaction. Type S if they will be the SECONDARY person to APPROVE for this type of transaction. When the modification for secondary approvers goes live, the secondary approvers will be assigned the task to approve if the primary approvers have not been able to approve within 5 days of the transaction being entered.

Requisition Approval: please type P in the column if they will be the PRIMARY person to APPROVE for this type of transaction. Type S if they will be the SECONDARY person to APPROVE for this type of transaction. When the modification for secondary approvers goes live, the secondary approvers will be assigned the task to approve if the primary approvers have not been able to approve within 5 days of the transaction being entered. This form will REPLACE the 3R Forms.

Payment Request Approval: please type P in the column if they will be the PRIMARY person to APPROVE for this type of transaction. Type S if they will be the SECONDARY person to APPROVE for this type of transaction. When the modification for secondary approvers goes live, the secondary approvers will be assigned the task to approve if the primary approvers have not been able to approve within 5 days of the transaction being entered. This form will REPLACE the “Signature Authorization Form”.

E-Travel General Approval: please type P in the column if they will APPROVE for this type of transaction. E-Travel will not be assigned Secondary approvers at this time. This form will REPLACE the names on the “Signature Authorization Forms”.

E-Travel Foreign Approval: please type P in the column if they will APPROVE for this type of transaction. E-Travel will not be assigned Secondary approvers at this time. This column is restricted to those who have the title of Chair, Dean or Assist. Dean or VP.  This form will REPLACE the names on the “Signature Authorization Forms”.

Budget Transfer Approval: please type P in the column if they will be the PRIMARY person to APPROVE for this type of transaction. Type S if they will be the SECONDARY person to APPROVE for this type of transaction. When the modification for secondary approvers goes live, the secondary approvers will be assigned the task to approve if the primary approvers have not been able to approve within 5 days of the transaction being entered. This column is restricted to those who are in the Dean’s office or AVP / VP.  This is feature new and will be replace any paper Budget Transfers currently submitted via paper.