Entity Financial Managers, Organization Financial Project Managers, and Project Managers must review and approve financial transactions to make sure:

1. Correct Account Used: The transaction is charged to the right account or POETAF code. This avoids mistakes that could need fixing later.
2. Within Budget: The account being used has enough money for the transaction. Approvers help ensure we spend University funds responsibly.
3. Allowed by University Rules: The purchase is a proper use of University funds and follows all spending restrictions for that account.
4. Documentation Provided: All necessary paperwork is included with the transaction.

This guide helps approvers understand what actions they can take during approval.

• If you can't find a transaction that needs your approval, check your worklist. This quick video explains how to check and find transactions in your worklist.

Conduct Approver Actions

1. Input your username and password and Login to Oracle by selecting the Company Single Sign-On button

2. Navigate and select the Notification icon

           

3. Select the Approve Requisition notification hyperlink

4. Select the Actions dropdown

1. Approve: When a task is approved, it completes or moves the request to the next applicable approver.
2. Reject: When a task is rejected it is sent back to its original creator with comments on what needs to be adjusted.
3. Delegate: If you are part of an approval group, “claiming” a task means that you plan to take action and others in the group will not.
4. Request Additional Information/More Information: Request additional information to decide whether to approve or reject.
5. Delegate: Re-assigning tasks to other users to take action.
6. Reassign/Push Back: The reassign action transfers the task to another user or group. The task will then be routed based on the specified user's hierarchy.
7. Route Task/Ad Hoc Routing: Adding someone into the approval flow for a given transaction. Does not remove the approver  .        

You have now completed the process of conducting available approver actions.