Viewing Department Approvers in the Financial Management System

Summary

In this article, you will learn the steps to see what approval levels are assigned to employees in a specified department.

Body

   Overview   

You can view the approval roles assigned to employees in a specific department in the Financial Management System using the query name "UGA_USERS_ROLE_DEPT."

In this article, you will learn the steps to see what approval levels are assigned to employees in a specified department.

1. Step 1

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First, log into the Financial Management System.

Click the Employee Self Service dropdown button to activate the menu.

2. Step 2

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Click the UGA Financials link.

3. Step 3

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Click the Query Viewer tile.

4. Step 4

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The Query Viewer opens so that you can search for the query you need.

Note : If you have already added it to your My Favorite Queries list, you can run the query from there without searching.

Enter " UGA_USERS_ROLE_DEPT " to search for the query.

5. Step 5

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Click the Search button.

6. Step 6

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The Query is shown in the list. Click the HTML option to see the report online.

7. Step 7

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The Field Prof number is the Department ID number. If you do not know that number, you can look up the name.

Click the Look up Field Prof button.

8. Step 8

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A list of Department codes is displayed. You can search for a specific department ID number.

Example shown here: 14000000 link.

9. Step 9

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Click the View Results button.

10. Step 10

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A list of the approvers for that department is displayed.

Press  [Enter]  to continue.

11. Step 11

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You can use the browser print features to print the report, if needed. You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

 

Details

Details

Article ID: 150087
Created
Sat 9/24/22 11:33 PM
Modified
Mon 4/1/24 2:29 PM