Cloning Routings for Spend or Journal Approvers

   Overview   

You can copy the security roles and approval routings of an existing Spend or Journal Approver to another user. This will eliminate the need for hundreds or even thousands of manual entries when new approvers are added.

You will need to know the MyID of the employee you are cloning the security roles from, as well as the MyID of the employee, you are assigning the roles and routings.

 

Tutorial Resources

Quick Start to Financials Approval Pools

 

In this article, you will learn how to copy the roles and department routings from one user to another.

1. Step 1

Oneusg connect Employee Self Service home page displayed with the Classic Home highlighted highlighted

The page to clone roles or routings is found on the classic menu.

Click the Classic Home tile.

2. Step 2

Classis Home page displayed with the Route Control Maintenance link highlighted

Use the following navigation to the Route Control Maintenance component.

Main Menu > UGA > UGA Access Request > Route Control Maintenance

Click the Route Control Maintenance menu.

3. Step 3

Route Control Maintenance search page displayed with the Search button highlighted

Search for the user that you want to have the new roles.

Enter the user's ID or click the Search button to search for the correct ID.

4. Step 4

Route Control Maintenance search page displayed with the 101dnight link highlighted

Search by the user’s MyID (if known), or select “Description” in the search dropdown to search by name.

Note: Data has been distorted to protect employee information.

Click the link for the user to receive the roles.

5. Step 5

Route Control Maintenance page displayed with the User ID information highlighted

The UGA Routing Maintenance page is displayed for the selected User ID. Scroll down to update the roles and routings for the User ID.

6. Step 6

Route Control Maintenance page displayed with the look-up magnifying glass in the ID to Copy From field highlighted

Scroll to the bottom half of the page, to select the ID of the person from whom you want to copy the roles.

Click the look-up magnifying glass next to the ID to Copy From field.

7. Step 7

Popup list of User IDs displayed with the Search by list dropdown menu highlighted

A list of User IDs is displayed. You may need to refine your search.

Use the Search By field to enter all or part of the User ID if you need to refine the search. You can also search by name.

Click the Search by list.

8. Step 8

Popup list of User IDs displayed with the Description item highlighted

The Description field contains the name.

9. Step 9

Look UP ID to Copy From popup window displayed with the begins with field highlighted

Enter the name (or part) in the begins with field.

Example shown here: Enter "dear".

10. Step 10

Look UP ID to Copy From popup window displayed with the Look Up button highlighted

After you type all or part of the person's name, click the Look Up button.

11. Step 11

Look UP ID to Copy From popup window displayed with the Dearing,Gregory item highlighted

Click the name of the person whose information you want to copy.

Example shown here: Click the Dearing, Gregory link.

12. Step 12

Route Control Maintenance page displayed with the Save button highlighted

From the Route Control Maintenance page, save the values.

Click the Save button.

Note: This is an important step!

13. Step 13

Route Control Maintenance page displayed with the Click to Run Process button highlighted

When the page is returned, the User ID of the person with the roles to copy is selected.

You must run a process to add these roles to the selected person.

14. Step 14

Route Control Maint Process run control page displayed with the Add a New Value tab highlighted

The Route Control Maint Process run control page is displayed.

Select from a run control that already exists or create a new Run Control ID for this process.

15. Step 15

Route Control Maint Process run control page displayed with the Run Control ID field highlighted

Enter the appropriate information into the Run Control ID field. 

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

16. Step 16

Route Control Maint Process run control page displayed with the Run button highlighted

Run the process.

17. Step 17

Process Scheduler Request page displayed with the OK button highlighted

The Process Scheduler Request page is displayed.

Click the OK button to run the process.

18. Step 18

Route Control Maint Process run control page displayed with the Process Monitor button highlighted

You can monitor the status of the process using the Process Monitor.

19. Step 19

Route Control Maint Process run control page displayed with the Run Control Maintenace tab highlighted

When the Run Status is Success, return to the original page to see the results.

20. Step 20

Route Control Maint Process page displayed with the begins with field highlighted

Enter the ID or name of the person for whom you are creating the request or click Search to find the ID or name.

21. Step 21

Route Route Control Maintenance page displayed with the User ID information highlighted

The roles have been copied to the user.

22. Step 22

Route Control Maintenance page displayed with the Main Menu tab highlighted

You can also use Query Viewer to check the results of the copy roles process.

 Open the Main Menu.

23. Step 23

Route Route Control Maintenance page displayed with the Query Viewer link highlighted

Use the following navigation to the Query Viewer.

Reporting Tools > Query > Query Viewer

Click the Query Viewer link.

24. Step 24

Route Route Control Maintenance page displayed with the begins with field highlighted

The name of the query is UGA_USERS_ROLES_ROUTINGS. Type all or part of the name into the Query Name field.

Example shown here: Enter "UGA_USERS" into the Query Name field.

25. Step 25

Query Viewer page displayed with the Search button highlighted

Click the Search button.

26. Step 26

Query Viewer page displayed with the HTML link highlighted

Click the HTML link on the UGA_USERS_ROLES_ROUTINGS row.

27. Step 27

Query Viewer page displayed with the Only Enter User ID field highlighted

Enter the My ID of the person that you want to review.

Example shown here: Enter "101dnight"

28. Step 28

Query Viewer page displayed with the View Results button highlighted

Click the View Results button.

29. Step 29

Query Viewer page displayed with the searched routing data highlighted

The roles and routings assigned to the selected user are displayed.

30. Step 30

Query Viewer page displayed with the Close [X] button highlighted

Close the tab when your review is complete.
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