Adding or Editing Routings by Department(s) for Spend/Journal Approvers

First, log into the UGA Financial Management System. 

Click the Classic Home tile.

The Route Control Maintenance search page is displayed. To get all possible results, click the Search button.

To delete the workflow role and routings associated with the role for the employee, click the Role Name Delete row [--] button.

Click the OK button to confirm your selection.

Click the Save button.

To add a workflow role and routings for the User ID, click the Role Name Add new row [+] button

A blank Role Name section is displayed.

Click the look up magnifying glass next to Role Name field.

The Look Up Role Name pop-up is displayed.

To associate the new role with the appropriate department(s),

Click the Department Routing Value look up magnifying glass.

Click the appropriate department routing value.

Example shown here: 10001002 link.

Click the Add new row button to add another row.

Click the Department Routing Value: line 2  look up magnifying glass. 

Click the appropriate department routing value.

Example shown here: the 14001003 link.

Click the Save button.

You can select and click the Delete row button to delete a workflow routing for the UGA Journal Approver 2 list.

Example shown here: the Delete row [--] button for row 8 of the UGA Journal Approver 2 role.

Click the OK button to confirm your selection.

Click the Save button.

To delete a row from the Expense Manager Routings, click the Delete row button.

Example shown here: Delete row 1 [--]  button.

Click the OK button to confirm your selection.

To add a row, click the Add new row [+] button.

A new row will be created under the specified row.

Click the look up magnifying glass under Chartfield From field to add a range of departments for the specified User ID.

Select the approriate Chartfield link. 

Example shown here: the 10000000 link.

Click the look up magnifying glass under Chartfield To button.

Click the Save button.