Quick Steps L1, Topic 4: Delegating Alternate Approvers
1. Begin by going to the My Profile page. Click the eProcurement link. Click the My Profile link. Use the My Profile page to delegate the transactions that require your approval to another approver. To delegate your approvals, you must enter or select the user ID of the individual that will approve your transactions in your absence. Click the Look up button to find and choose an Alternative User ID. 5. The search function can retrieve a maximum of 300 rows. If your search retrieves more than the maximum 300 listings, OAKS displays a message advising you that only the first 300 rows have been retrieved. The look up page displays all available user IDs. You can use the Search By field to search by User ID or by Description (name). Be sure to select the correct user ID for your alternate approver. If you select the incorrect ID, the requisition will not route correctly. Use additional criteria to narrow your search. 6. After you select one of the search results, OAKS automatically returns you to the original page and inserts the item you selected in the appropriate field. Click the desired information in the Search Results table. For this scenario, click the AMA1. 7. Use the Effective Date From field to enter the start date you want OAKS to start routing your transactions to the delegated approver. Click the Calendar button to select a date.
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Date Created: 5/24/2007
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Quick Steps
8. Click the desired date. For this scenario, select 11/06/07. Click 6. 9. Next enter the date in the Effective Date To field when you want OAKS to stop routing you transactions to the delegated approver. Click the Calendar button to select a date. Click the desired date. For this scenario, select 11/12/07. Click 12. 11. Once this date passes, OAKS routes all transactions that need your approval back to you. The transactions that OAKS already routed to the alternate approver, are NOT routed back to your Worklist. You should confirm that all transactions routed to the alternate approver in your absence have been approved or denied. 12. Note: You can enter a date in OAKS in one of three ways: 1. Click the Calendar button, which opens a small calendar that displays the month, day, and year. Then click the appropriate date on that calendar. 2. Enter today’s date by typing “today” in the date field. 3. Enter a date using the “MMDDYY” format. For this scenario, click the Calendar button. 13. Transactions needing your approval route to the delegated approver until the date specified on this page. If you return prior to the Effective Date To, be sure to update this date to the actual date of your return. Click the Save button. Congratulations! You have routed your approvals to a delegated approver in your absence. End of Procedure.
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Date Created: 5/24/2007