Authority Manager Tutorial
Introduction
  What is the Worklist Manager?
Scheduled Approvers
The Worklist Manager
  Sorting and Finding
The Transaction Summary
  Taking Action
A Few Details...
Getting Help
Summary

The Worklist Manager

The Worklist Manager works with two systems on campus - HR Web Forms and Graduate Financial Systems. Transactions for both of these systems are approved through the Worklist Manager. As an approver, you are part of the automated workflow system at Stanford.

The Workflow system at Stanford has five kinds of users:

Originators Originators enter transaction data into the administrative system and identify the approvers. In the Worklist Manager, they have the power to Recall or Delete transactions while they are pending approval.
Approvers Approvers may approve, return, or decline transactions from the Worklist Manager.
FYI Recipients

FYI recipients receive an email notification that a transaction has occurred.

Super-Approvers This is the system's safety valve. The Payroll office will have the power to Super-Approve transactions by request. Super-Approval overrides all of the pending approvers on a transaction and fully approves the transaction. FYI recipients still receive their email notification.
Expert Users After an HR Web Form is approved, the Expert User loads the data from the web form into PeopleSoft, making any system updates as needed. There is no Expert User role for GFS transactions.

Next topic: Approval Schedule>>

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