General Ledger and Budgeting Workflow Roles
Users
with this role are required to take the first workshop in the Financial
Training series: "Introduction to Your Business Responsibilities
at OSU." Registration for this workshop is available at Financial
Concepts and
Policies Training.
| V8.4 Workflow | Description |
|---|---|
| Journal Initiator |
This role, in conjunction with security settings, is required to create a journal entry. This role, when flagged for workflow, tells the system where to route transactions involving multiple organizations. (TRAINING REQUIRED) |
| Journal Approver 1 |
Allows a user to review and approve another user's work, but requires an additional level for posting purposes. (TRAINING REQUIRED) |
| Journal Approver 2 |
Final departmental approver for Journals. (TRAINING REQUIRED) |
| GF_FO |
This role provides a user the ability to lock or "freeze" a General Funds budget. (TRAINING REQUIRED) |
| EF_DEPT |
This role enables a user to prepare an Earnings Fund budget. (TRAINING REQUIRED) |
| Transfer Initiator |
This role, in conjunction with other security settings, allows a user to transfer funds. This role, when flagged for workflow, tells the system where to route transactions involving multiple organizations. (TRAINING REQUIRED) |
| Transfer Approver 1 |
Allows a user to review and approve an initiator's work. (TRAINING REQUIRED) |
| Transfer Approver 2 |
Final departmental approver for transfers. (TRAINING REQUIRED) |
| EF_FO | A user with this role can freeze a budget after it has been created. |
| GF_DEPT | This role allows the generation of a General Funds budget. |
Users
with this role are required to take the first workshop in the Financial
Training series: "Introduction to Your Business Responsibilities
at OSU." Registration for this workshop is available at Financial
Concepts and Policies Training.
 Administrative
Systems home |
