1. First run the report for your Dept/Unit Approval Paths for the Dept ID(s) you are needing to edit/add.
To run this report, follow the below steps:
Go Financial Management System (FMS)
- Choose UGA Financials (drop down on left upper corner)
- Click on Query Viewer (tile)
- In search, ‘begins with’ put: UGA_USERS_ROLES_ROUTING (feel free to add it to your favorites if needed)
- Select ‘Search’ button
- When Query Name pulls up select the HTML option
- Under ‘AND These Fields Dept ID (%)’ put the first four digits of your dept number (first two will always be 17), or your full dept number if just looking up one specific dept number
- Select ‘View Results’
- Once the results show select ‘Excel SpreadSheet’ to download your search information into an Excel document, so you can sort and figure out who needs to be added/removed and/or what dept number needs to be updated
2. Once you have run the above report you are ready to edit/add approval paths to the Excel spreadsheet located at the bottom right side of this page.
Department Approvals:
- New Dept ID
- Fill out the Excell in full
- Put down the entire Dept ID #
- Must be at least two people per approver level
- Please make sure to remove Sean Rogers & Reychel Garren from all approver paths
- New Employee
- List out All Dept ID #s
- Fill out the sections a new employee needs to be approver for
- Do not add other MyIDs, especially if they already exist in the approval paths.
- Edit current Dept ID
- List out all Dept ID #s.
- Fill out only the parts that need to be edited. Please put ‘add’ or ‘remove’ in column F
- Must be at least two people per approver level
- Please make sure to remove Sean Rogers & Reychel Garren from all approver paths
This ticket request only applies to approval paths in UGA Financials. To update UGAMart approval paths please see below.
For new users:
- Submit a UGAMart Access Request form to add “Approver” role and include the appropriate department IDs they will need.
For existing users to be added to new department IDs:
