Workflow Overview

Routing Channel

Note:  Not everyone will have access to all of the links

Workflow — What is it?

Workflow — What are the Benefits

Workflow — How does it Work

Action List - When Initiators and Approvers Save a document to be completed at a later time, the document is stored in their Action List.  A "disapprove" document will route back to the Initiator and therefore will be in the Action List.  For Approvers, the Action List is where they will find documents routed to them, waiting for an action to occur.

Delegate Action List - is the Fiscal/UPAA delegation

Document Search - To search for a document that has been initiated.  Document Search shows the searcher where the document currently is in the routing chain and what action it is requesting.

NOTE: To request that someone be set up as a Delegate:

  • Go to the HRMS Support Center form.
  • Fill out all of the required information (indicated with an *)
  • Under "Question Type", select: Routing, Doc Search, Delegation, etc.
  • At the bottom of the form in the "Detailed Contact Description" box, enter your request.
  • The Support Center Form will route to an Analyst who can help you get the Delegate set up.