Page 3 - How do I Submit a Request for Compass Workflow Access_JobAid_WIP

Compass Workflow Access Request Forms
1. The Employee Information section defaults with the employee information. The Email field is
editable.
Approver Information

1

1. The Supervisor Network ID field may auto-populate based on the NetID entered in the

Requested For field. If the NetID doesn’t populate, then you will be required to enter the Supervisor’s NetID or choose it
from the Look-up icon. The Email field is editable.

Additional Approver Information

1

1. You can complete this section if you want the form to route to an Additional Approver.

Otherwise, the form will route to the Business Officer or Finance Controller.
Requesting Workflow Approver Assignments

1 2 3 4 5 6 7 8

9 10

1. *Enter the Process ID for the type of Compass process or transaction you want to approve.

2. *Enter the Role Name for the type of role that includes approval rules.

3. Select the Mode of Approver or Reviewer.

4. *Enter the ChartField. The From Value and To Value fields are required when you select the
following ChartField values:

The ChartField values will vary based on the Process ID and Roles selected.
 Department
 Fund Code

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Emory Confidential and Proprietary Last Revised on 12/27/2016 Return to Table of Contents