Appendix B – ChartField Structure Request Workflow
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Appendix B – ChartField Structure Request Workflow
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The ChartField Request Workflow is an electronic routing and approval process for the ChartField Structure Request. This table identifies the ChartField value, Florida PALM roles, and the action of each role.
| ChartField Values | Florida PALM Roles | Actions | ||
|---|---|---|---|---|
|
| Request | Approve | Create |
Account | Agency GL COA Processor | X |
|
|
| Agency GL COA Maintainer |
| X |
|
| DFS GL COA Processor | X |
|
|
| DFS GL COA Approver |
| X |
|
| DFS GL BFR Approver |
| X |
|
| DFS GL COA Maintainer |
| X | X |
Fund * | Agency GL COA Maintainer | X |
|
|
| Agency GL Fiscal Approver |
| X |
|
| DFS GL COA Approver |
| X |
|
| DFS CM Bank Account Maintainer (CRA/Sub Fund Request) |
| X |
|
| DFS GL BFR Approver |
| X |
|
| DFS GL COA Maintainer |
| X | X |
Revenue Category | Agency GL COA Processor | X |
|
|
| Agency GL COA Maintainer |
| X |
|
| DFS GL COA Approver |
| X |
|
| DFS GL COA Maintainer |
| X | X |
Organization | Agency GL COA Processor | X |
|
|
| Agency GL COA Maintainer |
| X |
|
| DFS GL COA Approver |
| X |
|
| DFS GL COA Maintainer |
| X | X |
OA1 & OA2 | Agency GL COA Processor | X |
|
|
| Agency GL COA Maintainer |
| X | X |
*Includes the Fund Questionnaire and will route with the ChartField Structure Request
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