What is the difference between an account delegate and a review hierarchy?
|
An account delegate is an individual who
has authority to approve documents on behalf of a Fiscal Officer. A Fiscal Officer may
forego the document approval process by establishing someone else as his or her primary
delegate. In this case, the documents will no longer route to the Fiscal Officer, but
to the primary delegate. It is possible to establish only one primary delegate
per account. Another option the Fiscal Officer has is to establish a delegate
for his or her account. In this case, the delegate has the ability to open the
Fiscal Officer’s in box and approve documents on his or her behalf. The delegate
has the ability to view only documents for which they have been given authority to act.
Although it is possible to establish only one primary delegate per account, it is
possible to establish any number of delegates for an account.
The review hierarchy is the routing chain through
which documents must flow in order to receive all of the appropriate approvals. It is
possible to alter the review hierarchy specific to your organization by processing a
Review Hierarchy document. By completing this document, you can add additional people or
workgroups to your organization's document routing hierarchy.
For further clarification, or assistance in
setting up an account delegate or review hierarchy, contact the FMS Customer Service department with the FMS Support Form .
Document Information:
File Name: kb-222
Date: 09/03/03
User: spollard
|
