The approval workflow for general ledger (GL) journals is set up on Oracle Financials; the audit trail for GL journal approvals is maintained on the system.
- Keep GL supervisor details up to date
It is important to keep supervisor details up to date. If a supervisor has left the University, the journal will get stuck and you will need to contact the Helpdesk to get it released.
When a supervisor leaves, any individual for whom they were supervisor will need a new GL Supervisor appointed. Please see information on managing Oracle access - removing access, for more information.
The User Access Dashboard can be used to monitor general ledger user access.
Remember to set vacation rules if you are away from the office. This can be done via the vacation rules link on the main Oracle Financials screen under Worklist. Please note that you are delegating your approval limit when setting up vacation rules. Please see information on managing Oracle access - maintaining access, for more information.