Workflow

• After creating any eForm documents the Workflow routing displays people that are not budget authority signers on the cost center being used, why are they listed as Budget Authority signers?

  When there are no budget authority signers on a cost center, the document will route to Business Information Services and Human Resources personnel for an action.  The UTShare Departmental User Access...

• What is Workflow?

  Workflow is an electronic approval routing process that allows for multiple budgetary level Approvers to communicate, verify and store documents. ...

• If there is more than one Approver under the Budget Authority does it route to each Approver?

   Yes, it will route to everyone listed as an Approver, however  only one of the Approvers would need take action to approve.  Once it is approved, the creator, as well as the other Approvers will be n...

• What is the maximum upload size of an attachment that be uploaded to any Workflow document? (e.g. Travel Authorization, Non-PO Voucher, Expense Report)

  The maximum upload size is 50 MB. ...

• Can I add an Ad Hoc Approver or Reviewer to my PeopleSoft document in Workflow?

  On Requisitions, the Creator can insert an Ad Hoc Approver or Reviewer at the Cost Center Level On Vouchers, ONLY the Approver can add an Ad Hoc Approver or Reviewer. On Travel and Expense, there will...

• I did not receive the email to approve a document. What could be wrong?

  Check or try the following: 1) You may have a Rule/Alert set up in Account Information within Outlook. The emails may be going to that folder. 2) Check your Clutter inbox, emails tend to be sent to th...

• After creating any FMS documents the Workflow routing displays Cynthia Orth, Dennis Layman, or Ana Rodriguez, why are they listed instead of the Budget Authority signers?

  This could mean two things: The cost center being used only has one Budget Authority signer and if that is the same person being reimbursed it will overlook that person and another approver will need ...

• Can all documents be seen in the Worklist no matter what status of the document?

  No, once they are in workflow they should not remain in your Worklist. If there are documents currently in your “Worklist” BIS has a change request with SIS (Shared Information Services) to get old do...

• I deleted the email to approve a document in PeopleSoft. Where can I find the document?

  When logging in to PeopleSoft there is a “Worklist” link at the top right side of the page. Click on the link and it will take you to all documents that may need to be approved. Note: If previous docu...

• I have a documents stuck in workflow because the supervisor or the budget authority signer is not available to approve. How can I move the document forward?

  Business Information Services (BIS) can reassign the document to another approver in that area.  Create a SPOC ticket and provide the following information: Approver’s name Type of document (travel au...