Agency IU Encumbrance Processor
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Agency IU Encumbrance Processor
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Role Description and Responsibilities
The Agency IU Encumbrance Processor is the agency role responsible for entering IU Encumbrances into Florida PALM. Role responsibilities include:
- Enters, updates, and closes IU Encumbrances.
- Deletes pending IU Encumbrances.
- Submits IU Encumbrances for approval.
- Reviews Edit Check Errors.
- Reviews Budget Check exceptions.
- Monitors denied IU Encumbrances and updates as necessary.
- Accesses IU WorkCenter.
- Generates IU reports.
- Accesses online IU search page.
Role Functions
The following table describes what the Agency IU Encumbrance Processor 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.
Topic | Activity | Business Process | Related Workflow |
|---|---|---|---|
Processing IU Transactions | Creating and Managing IU Encumbrances | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
Managing IU Transactions | Resolving IU Edit Errors | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
Managing IU Transactions | Resolving IU Budget Check Exceptions | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
Managing IU Transactions | Resolving IU Cash Check Exceptions | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
Processing IU Transactions | Receiving and Updating Transactions in the IU Module | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
Processing IU Transactions | Deleting Pending IU Encumbrances | 110.1.1 Create and Maintain Inter/IntraUnit Encumbrances | IUW001 |
IU Carry Forward Process | Managing the IU Carry Forward Process | N/A |
Conflicts with Other Roles
The table below includes the roles that conflict with the Agency IU Encumbrance Processor, 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.
End User Role | Type of Conflict | Reasoning |
|---|---|---|
N/A | N/A | N/A |
Learning Path
This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.
Topic | Activity | Learning Material |
|---|---|---|
Coming Soon |
Other Information
This section includes additional information about this role’s relationships to other roles.
- IU Encumbrances or encumbrance balance updates performed online by the Processor are routed to the Agency IU Encumbrance Approver for review.
- IU Encumbrance closed by the Processor are not routed for approval.
- The IU Reporter role is automatically assigned to the Agency IU Encumbrance Processor and does not require separate assignment.
- An end user can be assigned both the Agency IU Encumbrance Processor and Agency IU Encumbrance Approver roles, enabling them to create and approve IU Encumbrances they have recorded.
- An end user assigned both the Agency IU Encumbrance Processor and the Agency IU Spreadsheet Upload Processor, may create and update IU Encumbrances via IUI001 spreadsheet upload.
Version History
Date | Revision Description |
|---|---|
05/19/2025 | Original Version |
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