Workflow Security Access - General Form
This job aid helps you complete the Systems General Security Access Form for the Approver business role.
For each function that you need, make the corresponding selections below on the General Security Access form.
To approve financial transactions:
- Select either Level 1, Level 2, or Level 3
- As needed, select Dept. Budget Approval
- As needed, select Project Pre-Approval
To gain access to see and approve chart strings:
- Specify Tree Node
- Or, specify Department ID
- Or, specify Department ID and Project ID
Tree Node “XYZ” gives access to all departments and projects in the organizational unit XYZ:
Department ID gives access to the department:
Project ID gives access to projects outside your department: