Adding or Deleting Routings by Range for Expense Managers

First, log into the UGA Financial Management System. 

On the Employee Self Service page, click the Classic Home tile.

The Route Control Maintenance search page is displayed.

Click the Search button.

The results page is displayed. Enter the user’s MyID (if known) or use the search controls at the top of the page to refine the results.

Click the User ID link for the employee with changed assignments.

To add ranges for Expense Manager Routings, click the look up magnifying glass under the From Department field.

Note: If there is only one department, enter the department at the top of the page rather than using the ranges function, which requires running a process.

To select a range, click the appropriate department number.

Example shown here: click the 10000000 link.

Select the end of the range of departments.

Click the look up magnifying glass under the To Department field.

Select the last department in the range.

Example shown here: click the 14001005 link.

Select the action you want to perform for this role and routing range.

Click the Insert or Delete drop-down list.

Click the Insert list item.

To add more than one action to this transaction, you can click the Add a Row button next to the Insert or Delete field.

Click the Save button.

Run the process to add these roles and routings to this user.

Click the Click to Run Process link.

You can use an existing run control for the process.

Note : If you want to create a new Run Control ID, enter it on the Add a New Value tab.

Enter appropriate information into the Run Control ID field.

Example shown here: enter "Test_Routings" into the Run Control ID field.

Click the Search button.

The searched Run Control ID, "Test_Routings" is displayed.

Click the Arrow button to enable the run process.

Click the Run button.

The Process Scheduler Request window is displayed.

Click the OK button.

To see when the process is completed, click the Process Monitor link.

Click the Refresh button in intervals to see when the status of the process changes.

Note: You might have to refresh more than once for the Run Status to be a success.

To search if the process was successful, enter the User ID to which you added roles and routings into the begins with field, or click the search button to select the User ID from a list of values.

Click the Search button.

Click the appropriate User ID link.

To delete approval routings for a range of departments for the Expense Manager role, click the look up magnifying glass under the From Department field.

Select the Department ID for the beginning of the range.

Example shown here: click the 10001VPS link.

Now select the Department ID to end the range.

Click the look up magnifying glass under the To Department field.

Select the last ID in the range.

Example shown here: click the 14001005 link.

Select the action for this role and routing.

Click the Insert or Delete list.

Click the Delete list item.

Click the Save button.

Search for an existing run control or use the Add a New Value tab to enter a new Run Control ID.

Enter "Test_Routings" into the begins with field.

Click the Search button.

Click the Run button to run the process.

Click the OK button.

To monitor the progress of the process, click the Process Monitor link.

Note: A Process Instance number is assigned to help you identify the process when using the Process Monitor or report manager.

As you monitor the process, you can click the Refresh button to update the report status.

Note: You might have to refresh more than once.

When the report is complete, the Run Status will say Success and the Distribution Status will say Posted.

Click the Route Control Maintenance link to return to the maintenance page.

Enter the User ID to view the remaining approval routings associated with the User ID and click the Search button.