Cloning Routings for Spend or Journal Approvers

Summary

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

Body

   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

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

Click the Classic Home tile.

2. Step 2

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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

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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

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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

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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

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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

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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

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The Description field contains the name.

9. Step 9

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

Example shown here: Enter "dear".

10. Step 10

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

11. Step 11

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

Example shown here: Click the Dearing, Gregory link.

12. Step 12

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From the Route Control Maintenance page, save the values.

Click the Save button.

Note: This is an important step!

13. Step 13

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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

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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

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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

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Run the process.

17. Step 17

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The Process Scheduler Request page is displayed.

Click the OK button to run the process.

18. Step 18

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

19. Step 19

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

20. Step 20

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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

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The roles have been copied to the user.

22. Step 22

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

 Open the Main Menu.

23. Step 23

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Use the following navigation to the Query Viewer.

Reporting Tools > Query > Query Viewer

Click the Query Viewer link.

24. Step 24

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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

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Click the Search button.

26. Step 26

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Click the HTML link on the UGA_USERS_ROLES_ROUTINGS row.

27. Step 27

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

Example shown here: Enter "101dnight"

28. Step 28

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Click the View Results button.

29. Step 29

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

30. Step 30

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Close the tab when your review is complete.

Details

Details

Article ID: 149969
Created
Sat 9/24/22 11:29 PM
Modified
Wed 5/22/24 12:51 PM