From: Kuali Financial System <KFS-L@LISTSERV.UCONN.EDU> On Behalf Of Pavone, Annette
Sent: Wednesday, June 3, 2020 2:22 PM
To: KFS-L@LISTSERV.UCONN.EDU
Subject: Fiscal Officer Account Delegations

Are you a Fiscal Officer who is planning a Spring or Summer vacation? (Or maybe just some time off from telecommuting?) Please be sure that your accounts have a delegate who can approve eDocs on your behalf so that eDocs do not get stuck in Workflow. The Accounting Office recommends having a permanent secondary delegation on your accounts, and also recommends delegating “UP” to a supervisor when possible. Keep in mind that the Fiscal Officer is responsible for actions taken on their behalf.

There are 2 reports in KFDM to help you with your delegations (Standard Reports ~ KIM folder):

Missing Account Delegations: This report will show all of your accounts where no delegation is set up.

Account Delegations Summary: This report will show current active delegations. You can run it by:

Fiscal Officer NetID

Parent Organization

Organization

Account

Delegate NetID

To set up delegations for multiple accounts, use the Account Delegate Global eDoc. To set up a delegation on only one account, use the Account Delegate eDoc.

As a reminder: The Account Delegate Global eDoc will override any existing delegations; the Account Delegate eDoc will not override any existing delegations.

For answers to your questions about delegations, please see the Delegations topic here: https://pmo.its.uconn.edu/knowledgebase/faqs/ , or you may contact me directly.

Thank you, and enjoy your time off!

Annette

Annette Pavone, CPA

Accounting Manager, Inventory Control & Capitalization

Accounting Office

University of Connecticut

343 Mansfield Road

Storrs, CT 06269-1074

Phone (860) 486-2934