Web Forms Routing Help

  • Approver:
    For most forms, at least one Approver, who is not the originator/drafter, is required. The Approver is typically a supervisor, Chair, Director, Account Code Administrator, or other decision-maker.

  • Drafter:
    A Drafter is someone who can complete the accounting fields on a form if the originator does not know this information. The Drafter typically cannot edit any other information on the form except the Speedtype/Purpose Code and related accounting Chartfields.

  • Record Keeper:
    The Record Keeper will receive the form after it has been approved, but before copies are sent.

  • Copy:
    Anyone entered as a Copy will receive a copy of the completed form, after the last approver.

  • If you do not know the email of your Approver, Record Keeper, or Copy:

    • Click the lookup link next to the Approver, Record Keeper, or Copy field.
    • A new window called Lookup Faculty or Professional Staff will open.
    • Enter all or part of the last name of the person you want to find.
    • Click the Next step button.
    • Click on the name of the person you are looking for.
    • Click the Submit form button.
    • The Lookup Faculty or Professional Staff window will close, and you will see an email in the routing field.


Article ID: 418
Fri 7/19/19 1:59 PM
Thu 10/24/19 3:22 PM