Page 2 - FREQUENTLY ASKED QUESTIONS REFUND AND RESIDUAL TRANSFER

FREQUENTLY ASKED QUESTIONS
REFUND & RESIDUAL TRANSFER FORMS

If you are new to Emory or Research Administration, you may not have the proper security to access the
forms. You will need to submit a Salesforce ticket to request access.

7. I no longer have the email notification that a Form is pending my approval. Is there another way
to review and approve the request?

Yes, there are two ways to access a request for approval.
1. If the request has not been approved by a co-worker, you can access the form from your
Worklist

2. Navigate to: Enterprise Components>Forms>Approve/Review a Form

Go to the Approval Status field and select Pending Approval from the drop-down menu
and click the Search button. The search results will display all requests pending your
approval.

8. How do I ad hoc an approver or reviewer into the workflow?

If you are initiating a refund or residual request, complete the form and save it. Once saved, the
Preview Approval button will appear. Click the Preview Approval button and the workflow approval
map is displayed. Click the plus button in the appropriate place in the workflow to insert the approver
or reviewer.

If you are approving a refund or residual request, access the form from the notification email or your

worklist. The request will open with the workflow approval map displayed. Click the plus button in the
appropriate place in the workflow to insert the approver or reviewer.

9. How can I see a listing of all the requests that I have submitted?

Navigate to the refund or residual request Search/Fill a Form page (this is the request entry page) and
select the Find an Existing Value tab. Click the Search button and a listing of all your requests will
appear in the search results.

10. How can I see a listing of all requests that have been submitted?

Use the following queries to view submitted refund and residual requests.
1. EU_GM_REFREQ_IN_PROC
2. EU_GM_REFREQ_NO_AWD_IN_PROC
3. EU_GM_RESREQ_IN_PROC

Need Additional Help?

For additional help, please contact the Finance Support Center in one of two ways:
Email: psgrants@emory.edu
Phone: 404-727-7000 Mondays|9:00am - noon; Tuesday - Friday|9:00am - noon and 1:00pm - 3:00pm

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Emory Confidential and Proprietary Last Revised on 2/26/2018 Visit www.emory.edu for latest version