A working group in Finance have been working on a new solution for requesting financial approvals as part of the ongoing focus on simplifying how we work through Organising for Success.
In the next couple of weeks, all financial approval requests will move to a SharePoint–based Financial Authority form under a new process developed with input from the Directors of Division. The form includes all areas needing financial approval and reporting access, and is automatically passed on the appropriate approver once it is submitted. Once approved, the form routes to UBW Help for processing and for creating and updating workflows.
This move away from the existing paper-based process is designed to make applications easier to complete and approve. The new form will be visible and editable by the applicant, with reports to Finance Managers detailing financial approvers in their areas made available shortly.
Due to the scale of the changes for both Divisions and PSDs, all existing approvers will also need to complete the forms to enable us to close the existing workflows held in UBW. Support will be provided with this, with new workflows based on the SharePoint forms then be in place from 2 November.
More detailed information will be provided to relevant finance staff across the University next week ahead of the launch. In the meantime, please contact Vicky Gatward-Warner in Finance directly if you have any further questions.