FIN How-to: Workflow Administrator Approval

As a campus workflow administrator, you have the ability to approve journals for any approver. What you do is tracked in PeopleSoft which maintains the University audit trail.

Read the procedures

1. Determine the approvers you need to approve for by reviewing the approval chain on the journal.
   
   
2. Click on the NavBar icon, in the upper right corner of the screen. Then, click on Navigator. A navigation menu will open to the right.
3. Navigate to the Workflow Administration area, using the menu: Enterprise Components > Approvals > Monitor Approvals
4. On the Award tab inside the Associated Project grid, click the Project link.
   
   
5. Click Search
6. The list of journals to approve appears. You can sort by clicking the column heading; in the example below, we clicked Journal Date twice, ascending order and then descending order.
   
   
7. Check the box next to the journals you wish to approve … then click the Approve Selected button.
   
   
8. Repeat this same process for all the approvers you are approving.
9. Review the journal entry to review the approvals. Notice that the journal indicates that the “admin” approved the journal.
   
   
10. You will also notice when you open the Approval History area that the journal will show who actually completed the approval.
    
    
11. You now have a fully approved journal that will be posted when the process runs next.