ARCHIVED Bulletin: Managing Approval Tasks During Year-End Close (Posted August 11, 2008)

Vacation Delegation and Worklist Sharing

Oracle provides a feature that allows "Vacation Delegation" and "Worklist Sharing" for all of your approval workflows. If during the Year-End Close season, you or others in your unit plan to be away for extended periods of time, consider using these features to ensure that transactions are processed within Fiscal Year 2008.

  • Use Vacation Delegation to assign someone to act on your behalf for a specific period of time.
  • Use Worklist Access to grant someone access to your Worklist (e.g. to allow a colleague to act for you at any time or for emergency back up).

For more information, see the archived August 2007 Bulletin posted in the Gateway to Financial Activities web site in the Financial Authority section, or reference Overview: Delegating Your Oracle Approval Worklist to understand how these features work.

Tracking Transactions

A link titled "Show the transactions handled on behalf of (SUNet ID)" is located on the Vacation Query Tool. Click on the link to view a list of transactions that were handled, the action taken, and by whom. The Vacation Query Tool is available from the Oracle Home Page in the SU Inquiry Tools and Forms folder.

Share the Message

Please share this message with approvers in your area who may not have received this message.

Questions? Need Help?

  • If you have questions or need help, please submit a HelpSU ticket.
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