Approval Routing
Table of contents
Table of contents
Department/Program Funding Commitments
Approval Workflow when the commitment line item creator is also the approver:
Approval Workflow when the commitment line item creator is NOT the approver
HSDO Funding Commitments
Approval Workflow when the commitment creator has the Finance Accounting Liaison role
Approval Workflow when the commitment creator is anyone other than a Finance Accounting Liaison
Approval Workflow when the commitment line item contains Housing Assistance Supplement (HAS) or Housing Loan subcategory
Approval workflow for Funding Commitment line items varies depending on:
- Who creates the commitment
- Whether the commitment is a Department/Program commitment or HSDO commitment
- Specific use cases for Housing Assistance Supplement (HAS) and Housing Loan subcategories, and dean's discretionary funded line items.
Department/Program Funding Commitments
In the new version of Handson, department and program staff may be included in the approval workflow for Department/Program funding commitments.
Funding Commitments are classified as a Department/Program commitment when:
- The creator of the commitment has authority at a department/program level
- Funding Unit = H&S Depts and Progs
- Note: department/program users can only create funding commitments using their own Source PTAs, and by nature these PTAs will require a funding unit = H&S Depts and Progs
The process descriptions below assumes a user has the authority to create funding commitments.
Approval Workflow when the commitment line item creator is also the approver:
When a department/program user creates a commitment line item, and they are also the approver for their department/program, the Source PTA will be automatically approved. If they use their own PTA for the Destination PTA, this will also be automatically approved.
If the destination PTA belongs to another department/program, that unit's approver will be included in the workflow.
In all cases, approval workflow will then route to the appropriate HSDO Finance Liaison(s).
A user can view the approvers for a line item by expanding or editing the line item to view the line item details.
Approval Workflow when the commitment line item creator is NOT the approver
When a department/program user creates a commitment line item, and they are not the approver for their department/program, the Source PTA will be routed to the appropriate approver for their unit. If they use their own PTA for the Destination PTA, this will also be routed for approval.
If the destination PTA belongs to another department/program, that unit's approver will be included in the workflow.
In all cases, approval workflow will then route to the appropriate HSDO Finance Liaison(s).
HSDO Funding Commitments
Funding Commitments are classified as HSDO commitments when:
- Funding Unit on any line item = H&S Dean's Office
The process descriptions below assumes a user has the authority to create funding commitments.
Approval Workflow when the commitment creator has the Finance Accounting Liaison role
When a user in the H&S Dean's Office has the Finance Accounting Liaison role and creates a commitment line item, the Source and Destination PTAs will be automatically approved.
Approval Workflow when the commitment creator is anyone other than a Finance Accounting Liaison
When a user in the H&S Dean's Office has any role other than the Finance Accounting Liaison role and creates a commitment line item, the Source and Destination PTAs will be routed for approval to the appropriate Finance Liaison(s).
*An exception to this is when commitment line items are created with a Dean's Discretionary fund as the Source PTA. These Source PTAs will be automatically approved if the creator of the line is the Source PTA manager
Approval Workflow when the commitment line item contains Housing Assistance Supplement (HAS) or Housing Loan subcategory
When a funding commitment line item is created with either the Housing Assistance Supplement (HAS) or Housing Line subcategory, the Source PTA will be routed to the Housing Liaison for approval. The Destination PTA will be routed to the appropriate Finance Liaison for approval.
