1. Approvals & Workflow changes resulting from the upgrade Sherrie Kutzler, director of Accounting Services

2. Approach Recommendations from approvers –Multiple alternate approvers (pool) –Consistency in look and function New delivered functionality –Approval WorkCenter

3. Alternate Approvers Today: –One primary, one alternate –Escalation period on some transactions (five day wait before alternate may act) –Escalated transactions no longer accessible to primary approver

4. Alternate Approvers After upgrade: –One primary, multiple alternates (a pool of alternates) –Primary and alternates can all access transaction immediately –Transaction stays on primary approver’s work list until acted upon

5. Consistency Actions available to approvers –Approve –Send back –Hold Approvers with multiple roles only need to approve once See which other approvers associated Inquiry access to data entry screens

6. Consistency

7. WorkCenter Can be used instead of or in addition to: –Worklist (for primary approvers only) –Direct navigation to PS approval pages Key navigation and resources available Lists transactions by role and type

8. WorkCenter

9. Questions? Email esup@umn.eduesup@umn.edu Web site upgrade.umn.eduupgrade.umn.edu Watch the full sneak peek on approvals z.umn.edu/approvalssneakpeek z.umn.edu/approvalssneakpeek