Agency IU Encumbrance Approver

Role Description and Responsibilities

The Agency IU Encumbrance Approver is the agency role responsible for reviewing and approving an IU Encumbrance transaction. Role responsibilities include:

• Reviews IU Encumbrances for approval. 
• Approves or denies IU Encumbrances.
• Accesses IU WorkCenter.
• Generates IU reports.
• Accesses online IU search pages.

Role Functions

The following table describes what the Agency IU Encumbrance Approver does in each related Business Process and related workflows. The table also describes the related Topic and Activity found on the Florida PALM Topics and Activities list.

Conflicts with Other Roles

The table below includes the roles that conflict with the Agency IU Encumbrance Approver, including separation of duty (SOD) conflicts and system enforced restrictions. If an agency identifies a SOD conflict that cannot be resolved, the agency must submit justification and compensating controls to Division of Accounting and Auditing (A&A) to request an exception. A&A will review the agency’s submitted request to determine if an exception will be granted.

Learning Path

This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.

Other Information

This section includes additional information about this role’s relationships to other roles.

• The Agency IU Encumbrance Approver reviews, approves, and denies IU encumbrance transactions submitted by an Agency IU Encumbrance Processor.
• An end user can be assigned both the Agency IU Encumbrance Processor and Agency IU Encumbrance Approver roles, enabling the user to create and approve IU Encumbrances they have recorded.
• The IU Reporter role is automatically assigned to the Agency IU Encumbrance Approver and do not require separate assignment.
• Scenarios requiring Agency IU Encumbrance Approver review:
  • IU Encumbrances recorded online
  • IU Encumbrances uploaded via IUI002 interface and marked for agency approval
  • IU Encumbrances uploaded via the IUI001 Spreadsheet Upload and marked for agency approval
  • Updates to encumbrances performed online including balance updates
  • Updates to encumbrance balances submitted via the IUI002 interface and marked for agency approval
  • Updates to encumbrance balances uploaded via the IUI001 Spreadsheet Upload and marked for agency approval
• IU Encumbrances closed by the Processor are not routed to the Agency IU Encumbrance Approver.

Version History