Approval authority can be delegated within UWinsite Finance. Establishing an expense approval rule provides a delegate with the authority to approve expense reports on the account holder’s behalf. The responsibility for the approvals still resides with the account holder. As such, delegates need to be carefully chosen to ensure they are aware of the University’s expense-related policies and understand the implications of their approval decisions.
DELEGATING YOUR EXPENSE APPROVAL AUTHORITY (VACATION RULE):
This option allows you to delegate your authority for approval temporarily. For example: when you are on vacation.
1. From the Home Screen, click the Notification Bell icon in the top menu bar.
2. Select More Details
3. The BPM Worklist window is displayed
4. Click on the Arrow in the top right hand corner and select Preferences.
5. A new window will open. Select My Rules in the left hand menu bar or from the top right.
6. Select the check box next to Enable Vacation Period
7. Choose the Start Date and End Date
8. Select the Delegation button
9. Select the Search icon to look up the person you would like to delegate your approval authority. Fill in information in the search criteria and click Search.
10. Select the radio button of the individual to have delegated authority. Click OK.
11. Click Save to apply the new rule.
12. Click on your name and select Logout.