The Adjustments administrator can:
1. Click the
Agencytab to set up and maintain various features of the application specific to your agency, such as the names and number of the approval levels.
2. Enter the number of approval levels needed by your agency in the
Level field. Up to five approval levels can be created.
Header names for each approval level. Do not use special characters or symbols, including &, ', “, <, and \. These will be the names of the approval levels that you will see on the
Maint screen and that approvers will see on the
Approval screen. They also are printed on reports.
Figure 1 - Administration Agency screen
4. Uncheck the
Auto Authorize Adjustments check box if you want your users to authorize an Adjustment document before it can be approved. If unchecked, you must assign the Authorize security to individual users on the
User Maint screen (see above). Check the check box if you want Adjustment documents automatically authorized when they are saved.
5. Select the
Default Tab to set which screen opens when users open the Adjustments application.
The administrator finds a new user and then assigns the user’s security or role.
1. On the
User Maint tab, Click
Find New User.
2. In the
User Lookup dialog box, type the last name of the new user in the
Last Name field. (You can type the first few letters of a user’s name if you are not sure how it is spelled.)
a. To add an employee
from another agency, type the last and/or first name and enter their agency number in the
Figure 2 - Find new user screen
Find. If the user cannot be found, contact your payroll administrator to make sure that the person has been added to state payroll records.
Select next to the user’s name to add and then click
OK to confirm adding the user.
5. Select the security or roles that you want to assign to the user.
Active Adjustments User to give the user access to the Adjustments application.
Figure 3 - Assign user security or roles example
b. Select the other security or roles to assign to the user which gives them the ability to perform the related functions in the application. The security settings include:
User. (If you decide not to add the user, click
Administrators are responsible for updating the users of the application. (NOTE: Users are responsible for updating their own e-mail address – they do this after logging on to the Statewide Accounting System.)
1. On the
User Maint screen, click
Select next to the name of the user.
Active Adjustments User to give the user access to the Adjustments application. Uncheck Active Adjustments User if you do not want the user to have access to application (there is no deleting a user from the application).
3. Select or deselect the security or roles that you want to assign to the user.
Group is simply an optional tag to help categorize document so they can be searched for by fiscal coders, approvers, or used for creating categorized reports. Administrators will be able to add, update existing group names and delete existing groups
1. Type a name for the group and then click
Add. Do not use special characters or symbols, including &, ', “, <, and \.p>
Edit to edit a group name or
Delete to delete a group.
4 - Group maintenance screen