Description: An overview of security and workflow in the UGA Financial Management System. Topics include assigning or removing approval roles, requesting temporary alternate approvers, and running related security and workflow queries.
Format: Recorded, Self-Service in the OneSource Training Library
Course Materials
Understanding Security and Workflow Presentation
Course Recording
Access Request, Security, and Workflow Video
Chief Financial Officer - Approving Security Requests & Assigning Approvers Video
Course Resources
Security Roles Spreadsheet
Quick Start to Financials Approval Pools
Temporary Approvers Quick Start