Change the approval queue for the department

The phrase "approval queue" refers to approval of documents processed in BANNER only and not to the broad authority for expenditure decisions. Often, when the BANNER approval queue needs updating, the signature authority for the department also needs updating. Anyone listed in the approval queue on this form must also have "Approvals" access in BANNER. This access is requested via the RBar Request form in the PSU Information System (www.banweb.pdx.edu).

The form may be found at this link: http://www.pdx.edu/sites/www.pdx.edu.financial-services/files/FIS_Chart_Request_Form.pdf

An example of how to fill out this form is below. Click on the image for a larger view.

This form does NOT need anyone from the Dean's Office included on the list of approvers. The Dean's Office is hard coded into BANNER as backup approvers for all CLAS org codes already. The form DOES need Dean's Office approval as per the highlighted signature line at the bottom.

Please note: In order to maintain the proper separation of duties, departmental staff should NOT be included on the list of approvers UNLESS there is another staff person who enters the BANNER documents (invoices, purchase orders, etc).Departments should audit approval queues at least once per year to ensure the correct people are on there and that more than one person in the department can approve documents. Please see the second page of the handout below.