Page 5 - How do I Use Workflow

Using Workflow

The noncentral stops are the core of Workflow and will be the same for all transaction types. There will be three stages,
which can be described as follows:

Stage Description

1 Transactions can route to Accounting Checkers. Routing recipients at this stop do not have
final approval authority, but check the accounting to verify that the correct data have been
entered. Assignments in this stage are optional.

2 Transactions route to Project Approvers. Routing recipients in this stage have the specific
line project value in their approver assignments. They also hold roles with specific dollar
limits. So transactions may route through several steps in this stage until an approval of
adequate dollar authority occurs. Assignments in this stage are optional.
3 Transactions route to Department Approvers. In this stage the routing will be based on the
line fund and line department values rather than the line project value. The fund value can
be used to designate different approvers for Grants transactions versus non-Grants ones,
for example. Also in this stage, at least one assignment is required an approver who has
unlimited dollar authority.

The central stops vary by transaction type, as they do today, since conditions such as a new vendor or non-resident alien
status can still apply to one transaction type (e.g. AP payment requests) but not another (GL journal entries). For
example, there will be four central stops for GL journal entries, and they can be described as follows:

Stage Description

4 Transactions route to Asset Managers in Central Finance, if they involve line account values
in the range 75200-75999.

5 Transactions route to Grants Specialists, if there a lines with a Project Costing business unit
value of GRANT totaling more than $50,000.

6 Transactions route to Emory University Controller staff members, if there is an Emory
University line business unit (e.g. EMUNV) and:
• there are any such lines without prior Project or Department approval,
• there are any such lines entered with balance-sheet account values; or
• the total debit or credit amount of such entered lines is more than $250,000.
7 Transactions route to Emory Healthcare Controller staff members, if there is an Emory
Healthcare line business unit (e.g. HCEUH).

Page 5 of 7

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