If I am a delegate for a Fiscal Officer, how can I approve documents for him/her when he/she is on vacation or ill?
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To give an FIS User account delegate permissions follow these steps online in the FIS:
- Go to TP Documents in FIS.
- Select the COA Maintenance button located beneath the Financial Documents button.
- Open the Account Delegate form and input the necessary information.
- In order to make the user a Primary delegate, type ‘Y’ in the Primary Rt field. For non-primary delegates, the field should remain blank.
To view account delegates on a particular account:
- Go to the Inquiries drop-down menu at the top of the screen.
- Select Reference Tables from the menu.
- Select Account Delegate.
- Enter the chart and account number, and select the Search button. This will provide a list of all delegates on an account with a notification of whether they are active or inactive.
There are no longer paper forms for this process. If you need additional instructions on how to set someone up as a delegate, contact FMS Support for additional help.
Document Information:
Filename: kb-174
Date: 01/2/08
User: pjtaylor
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