Delegation of Authority (DOA)

1. Inquire
   
   
   
2. DOA Inquiry
   
   
   
3. Business Unit must be entered in both highlighted fields: DHCMP
   
   
   
4. Search any way you like...
   • by name,
   • employee ID,
   • by Dept ID & Fund to see all approvers for the combo
   • narrow it down by function
   • download to Excel if you like
     
     
     
     
     
     
5. To perform a new search, return to the previous tab
   

NOTE: If you are adding a large quantity of lines, please contact us to do a mass upload for you. You will need to complete the upload template.

1. Use
   
   
   
   
2. DOA Functional Approvers
   
   
   
3. Find an Existing Value
   
   
   
   
4. Search by Employee ID to ensure an exact match
   
   
   
   
5. Verify you selected the correct person, then click the "+" to add a new Dept/Fund combo
   
   
   
   
6. You must select Division before selecting the other fields
   
   
   
   
7. Select the function for which you are adding approval authority
   
   
   We currently use only Budget Transfer, Direct Pay, Expenditure Transfer, Requisition, Travel Expense, and Travel Request functions.
   
   
   
   
8. Complete the remaining fields as appropriate
   
   
   
   
9. Upload the approver's signature
   
   
   

NOTE: If you are adding a large quantity of lines, please contact us to do a mass upload for you. You will need to complete the upload template.

1. Use
   
   
   
2. DOA Functional Approvers
   
   
   
3. Add a new value
   
   
   
4. Search for employee
   
   
   
5. Click Add
   
   
   
6. You must select a Division first
   
   
   
7. Select desired function
   
   
   We currently use only Budget Transfer, Direct Pay, Expenditure Transfer, Requisition, Travel Expense, and Travel Request functions.
   
   
   
8. Complete remaining function access fields
   
   
   
9. Upload image of the approver's signature
   

Each department/fund combo that may incur travel expenses must have a "primary" approver. This applies ONLY to the Travel Expense (TE) and Travel Request (TR) functions. This is required for the Concur approval flow integration.

If you attempt to check the box and there is already a primary approver for that dept/fund combo, you will see this notice. You will need to uncheck the box from the individual noted on the notice before you will be able to make the new person the primary approver.

1. Use
   
   
   
2. DOA Functional Approvers
   
   
   
3. Search for employee using Employee ID
   
   
   
   
   
   

To remove only some functions:

To remove ALL authority for Fund/Dept combo:

1. Make appropriate changes
   
   
2. If you are removing authority for ALL, you can start with the first search result. When finished, click the “next in list” button at the bottom (see previous image) to go to the next search result. It is a good practice to always verify the information in the header again to ensure you are removing authority for the correct individual.