Is it possible to set up a workgroup in TP to approve documents that use specific accounts?
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It is not possible to utilize the Workgroup function in this manner, however,
it is possible to establish a delegate to the Fiscal Officer. There are two
types of delegates that exist in the FIS; they are delegates and primary
delegates. As a delegate, one can access the Fiscal Officer's inbox to
approve documents on his or her behalf. As a primary delegate, documents would
not route to the Fiscal Officer, but would route to the primary delegate instead.
An account may have only one primary delegate, but may have any number of delegates.
It is also possible to establish an additional routing hierarchy for your organization
using the Review Hierarchy document. This document allows you to insert people
or workgroups into the routing chain within your organization.
(For example: if you have a person who creates documents, which should route
to that person's supervisor before routing to a Fiscal Officer, you could use
the Review Hierarchy document to place the supervisor in the routing chain.)
Please remember that this routing is established by organization rather
than by account.
If you need assistance in determining the appropriate steps to take that will enable
you to route your documents as you would like, please contact the FMS Customer Service department with the FMS Support Form .
Document Information:
File Name: kb-219
Date: 01/23/04
User: dadorsey
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